Upvest

WealthTechInvestment

Upvest helps businesses build seamless investment experiences their customers love. Upvest provides an investment API to build investment experiences, offering stocks, ETFs, mutual funds, and crypto. They provide brokerage, trading, custody, and other services.

2017
Founded
9y
Age
$197M
Total funding
Investment
Area

Funding timeline

Dec 2024
Series C - Upvest
$105M
Oct 2023
Venture Round - Upvest
$32M
Jun 2022
Series B - Upvest
$42M
May 2021
Series A
$5M
Dec 2020
Series A
$6M
Jun 2020
Grant - Upvest
$1M
Dec 2019
Series A - Upvest
$9M
Aug 2017
Seed Round - Upvest
Undisclosed