Upside provides a platform for users to create and manage personalized investment portfolios composed of over 200 stocks, utilizing a unique framework that combines stable base stocks and themed bundles tailored to individual risk appetites. This approach addresses the challenge of portfolio diversification and risk management, enabling users to invest confidently without hidden fees.
Funding
$6.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many individuals find it challenging to create and manage diversified investment portfolios that align with their risk tolerance and financial goals. Traditional investment options often involve hidden fees and require significant time and expertise to navigate effectively.
Solution
Upside provides a platform that enables users to build and manage personalized investment portfolios composed of over 200 stocks. The platform utilizes a layered approach, combining a stable base of diverse stocks managed by Upside with themed bundles of 21 stocks, allowing users to invest in areas they believe in. Users can further customize their portfolios by adding individual stocks. The platform aims to simplify investing by offering a transparent, guided experience with no hidden fees, empowering users to build wealth at their own pace.
Target Audience
Upside targets both new and experienced investors seeking a simple, personalized, and transparent platform to build and manage their investment portfolios.
Features
- Personalized portfolio creation based on individual risk appetite and financial goals.
- Access to over 200 stocks, including a managed "Base" of diverse stocks.
- Themed "Bundles" of 21 stocks for focused investment in specific areas.
- Option to add individual stocks for further portfolio customization.
- Transparent fee structure with no hidden costs.
- FCA authorized and regulated, ensuring a secure investment environment.
- Mobile app available on Google Play and App Store.