About Upvest
Upvest is a Technology company based in Vaduz (Liechtenstein) founded in 2017 by Jesper Noehr, Martin Kassing, and Ivan Morozov. Upvest is focused on providing an Investment API for building customized investment experiences. It operates on a API-as-a-Product and B2B2C model. Upvest has raised $287.15 million across 10 funding rounds from investors including Bessemer Venture Partners, ABN AMRO and BlackRock. Its chief executive, as recorded, is Martin Kassing. Its website upvest.co draws about 22 thousand monthly visits. Upvest offers products and services including Investment API, Fractional Investing, Portfolio Management, Savings Plans, and Roundups. Its focus areas include Financials, Capital Markets and Financial Technology. Its legal entity is Upvest GmbH.
Company details
Upvest is engaged in offering an Investment API that enables businesses to create tailored investment experiences for end users. The company operates in the financial technology sector, providing solutions for fractional investing, portfolio management, automated savings plans, and micro-investing through roundups. Services include financial brokerage, proprietary trading, securities custody, and crypto custody. Upvest supports a wide range of assets such as stocks, ETFs, mutual funds, and cryptocurrencies, aiming to expand its offerings to include derivatives and commodities. The infrastructure is designed to be scalable and borderless, facilitating account creation, instant trade execution, and digital reporting for its clients across Europe.
- Total Equity Funding$287.15M (USD)
in 10 rounds
- Latest Funding Round$90M (USD), Series C
Mar 2026
- InvestorsBessemer Venture Partners
& 16 more
Products & Services of Upvest
Upvest offers a comprehensive portfolio of products and services, including Investment API, Fractional Investing, Portfolio Management, Savings Plans, and Roundups.
An API for building customized investment experiences easily.
Fractional investing in stocks and ETFs is enabled.
Customized portfolios of stocks and ETFs are offered.
Automated savings plans for passive wealth building provided.
Micro-investing through roundups while spending is facilitated.
Funding Insights of Upvest
Upvest has successfully raised a total of $287.15M across 10 strategic funding rounds. The most recent funding activity was a Series C round of $90 million completed in March 2026. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $287.15M
- Total Rounds 10
- Last Round Series C — $90M
- Investors Count 17
All 10 funding rounds of Upvest with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2026 | $35M | Debt – Conventional | – | – | – |
| Mar 2026 | $90M | Series C | – | Sapphire Ventures, Tencent | |
| Dec 2024 | $105.08M | Series C | – | Hedosophia, Sapphire Ventures | |
| Oct 2023 | $31.76M | Series B | – | BlackRock, Bessemer Venture Partners | – |
| Jun 2022 | $42M | Series B | – | Bessemer Venture Partners | |
| May 2021 | $4.46M | Series A | – | Abn Amro | – |
| Dec 2020 | $6.05M | Series A | – | Earlybird | |
| Dec 2019 | $7.8M | Series A | – | Notion | |
| Jun 2017 | Seed | – | HV Capital | – | |
| Jun 2017 | Seed | – | Speedinvest | – |
17 investors in total: 14 institutional and 3 angel.
Investors in Upvest
Upvest has secured backing from 17 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Bessemer Venture Partners, ABN AMRO and BlackRock.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments in growth-stage companies are made by Hedosophia. | hedosophia.com | London, United Kingdom | ||
Venture capital firm partnering with enterprise software companies and early-stage funds. | sapphireventures.com | |||
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | bvp.com | Redwood City, United States | |
Earlybird is recognized as a venture capital investor focused on early-stage tech companies. | earlybird.com | Berlin, Germany | ||
Venture capital funding is provided to digital company founders. | hvcapital.com | Munich, Germany | ||
Private equity investments in financial services sector are facilitated. | motivepartners.com | New York, United States | ||
Venture capital investment in European business software companies, focusing on early-stage opportunities in London. | notion.vc | |||
Access to private investment strategies is provided for institutional investors. | 2004 | 10xcapital.com | New York, United States | |
Venture capital is provided to global tech startups and scale-ups. | 1982 | partechpartners.com | Paris, France | |
Venture capital firm investing in multiple sectors | 10x.group | Munich, Germany |
Investor details for Upvest
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Upvest
47 people are tracked at Upvest (25 in leadership, 22 in team).
| Name | Role | Group |
|---|---|---|
Jesper Noehr | Co-Founder | Leadership |
Martin Kassing | Co-Founder & CEO | Leadership |
Ivan Morozov | Co-Founder | Leadership |
Mislav Ilich | Director Of Product | Leadership |
Til Rochow | CPO & Co-Founder | Leadership |
Tobias Auferoth | MD & Co-Founder | Leadership |
Jonathan Brander | COO | Leadership |
Djurre H. | Head Of Partnerships | Leadership |
Christian Wöhlke | VP Product | Leadership |
Alexander la Rocca | Sr. People Experience Partner | Leadership |
Sebastien Jeanquier | Chief Security Officer | Leadership |
Julian Lange | CFO | Leadership |
Anne-Christine von Villiez | Head Of Strategy & Chief Of Staff | Leadership |
Manuela Bujtas | Director People Partnering & Operations | Leadership |
Claire Goldschmidt | Head Of Product (uk) | Leadership |
Anaïs Charreteur | Head of Compliance | Leadership |
Vadym Chekrii | Head of Engineering, Core Banking | Leadership |
Caroline Zaiser | People Ops Partner | Leadership |
Florian Thiel | Head of Engineering Tooling & Auxiliary Services | Leadership |
Jarkko Heinonen | Head of Engineering, Data and Reporting | Leadership |
27 more people are available in the full profile.
Complete people profiles for Upvest
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Upvest
3 dated milestones of Upvest across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Upvest is founded.
- Funding First funding round.
- Funding Latest funding round, Series C, of $90.0M.
Web traffic of Upvest
The website of Upvest (upvest.co) receives about 22.3K visits a month and ranks #1,101,695 among all websites worldwide, #9,742 in Investing.
- Monthly visits22.3K
▼ 8.7% vs previous month
- Unique visitors10.7K
per month
- Global rank#1,101,695
among all websites
- Category rank#9,742
Finance · Investing
- Bounce rate48%
- Pages per visit2.1
- Average visit23 sec
- DevicesDesktop 46% · Mobile 54%
Websites whose visitors overlap most with Upvest. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
finanz-szene.de | finanz-szene.de | 100% | #394,806 | – | |
it-finanzmagazin.de | it-finanzmagazin.de | 60% | #779,225 | – |
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Related news about Upvest
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Frequently Asked Questions about Upvest
Upvest was founded in 2017.
Upvest is headquartered in Vaduz, Liechtenstein.
Martin Kassing is the CEO of Upvest, as recorded in our data. They have also founded this company.
Upvest is a funded company, having raised a total of $287.15M across 10 funding rounds to date.
Upvest is engaged in offering an Investment API that enables businesses to create tailored investment experiences for end users. The company operates in the financial technology sector, providing solutions for fractional investing, portfolio management, automated savings plans, and micro-investing through roundups. Services include financial brokerage, proprietary trading, securities custody, and crypto custody. Upvest supports a wide range of assets such as stocks, ETFs, mutual funds, and cryptocurrencies, aiming to expand its offerings to include derivatives and commodities. The infrastructure is designed to be scalable and borderless, facilitating account creation, instant trade execution, and digital reporting for its clients across Europe.
Upvest offers Investment API, Fractional Investing, Portfolio Management, Savings Plans, and Roundups.
Upvest has 17 investors. Key investors include Bessemer Venture Partners, ABN AMRO, BlackRock, Speedinvest, and Partech Partners.
Upvest operates through Upvest Gmbh.