Upvest provides a modular Investment API that enables businesses to create customized investment experiences, including fractional trading, automated savings plans, and crypto custody. This technology addresses the need for efficient account management and seamless execution of trades, allowing users to invest in a wide range of assets quickly and easily.
Funding
$209.6M 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 businesses struggle to offer customized investment experiences due to the complexities of managing accounts, executing trades, and ensuring regulatory compliance. Integrating various investment services like fractional trading, savings plans, and crypto custody requires significant technical overhead and licensing hurdles.
Solution
Upvest provides a modular Investment API that enables businesses to build tailored investment experiences for their users. The API streamlines account creation, offers access to a wide range of assets including stocks, ETFs, mutual funds, and crypto, and automates trade execution. Upvest handles the complexities of financial brokerage, proprietary trading, securities custody, and crypto custody, allowing businesses to focus on their core product. The platform offers features like fractional investing, automated savings plans, and roundups, all accessible through a single API.
Target Audience
Upvest's primary customers are businesses, including fintech companies and financial institutions, looking to offer investment products to their users.
Features
- API access to over 5,000 stocks, ETFs, and mutual funds, with plans to expand to +50k ETFs, Stocks, Cryptocurrencies, Mutual Funds, Derivatives, and Commodities.
- Fractional trading capabilities, enabling investments starting from as little as 1 EUR.
- Automated savings plans for passive wealth building.
- Roundups feature for micro-investing while spending.
- Financial brokerage services with connections to exchanges and market makers for best execution prices.
- Proprietary trading to enable fractional trading.
- Securities custody services including tax handling, corporate event processing, and reporting.
- Crypto custody services for safeguarding crypto assets.