22–23 SeptHappening nowI’m at Beacon Collective: Illuminate 2026Event details

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
Oct 2023
Venture Round - Upvest
Members only
Jun 2022
Series B - Upvest
Members only
May 2021
Series A
Members only
Dec 2020
Series A
Members only
Jun 2020
Grant - Upvest
Members only
Dec 2019
Series A - Upvest
Members only
Aug 2017
Seed Round - Upvest

6 earlier round amounts are shown to members.

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