This platform provides wealth managers with AI-driven tools for digital asset investment and advisory services. It enables the creation and management of customized Separately Managed Accounts (SMAs) using over 350 cryptocurrencies. The system offers real-time portfolio tracking and AI-powered insights to optimize client crypto investment strategies.
Funding
$300K 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
Financial advisors often lack the specialized tools and expertise needed to effectively manage and advise clients on cryptocurrency investments, leading to missed opportunities in a rapidly growing asset class. Clients also struggle to consolidate and track their crypto holdings across multiple wallets and exchanges, hindering informed decision-making.
Solution
Upwealth is an AI-driven digital asset investment and management platform designed for modern wealth managers. It enables financial advisors to offer diversified crypto portfolios tailored to clients' risk profiles and financial goals. The platform provides tools to build custom portfolios with over 350 coins and tokens, track client holdings across multiple wallets and exchanges, and access AI-driven investment and tax advice. Upwealth also offers managed portfolios crafted by its crypto investment team, allowing advisors to provide personalized advice without the burden of day-to-day portfolio management.
Target Audience
Upwealth primarily targets financial advisors seeking to expand their service offerings to include cryptocurrency investments and individual investors looking for an automated investment platform.
Features
- Managed portfolios (SMAs) crafted by a crypto investment team based on market analysis and client risk profiles
- Custom portfolio builder with access to over 350 coins and tokens
- Portfolio tracker that syncs client crypto holdings from over 350 wallets and exchanges
- AI-driven insights and support for optimizing investment strategies
- Backtesting tools to analyze portfolio returns using historical data
- Rebalancing tools to maintain target asset allocations
- Integration with custodial and non-custodial solutions
- Licensed and insured platform with regulatory compliance (DASP with AMF in France, updating RIA registration with the SEC in the USA)