Upvest
PrivateLast Round
Series C
Extension
Mar 17, 2026
Est. Valuation
$738.6M
Total Funding Raised
$174.2M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Upvest is a fintech company that provides an Investment API designed to empower financial institutions to offer investment products.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, RegTech, Blockchain Infrastructure
Business Model
B2B2C
Customer Profile
Usage-Based SaaS, Revenue Share, Payment Processing Fee
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Upvest Comparables
Compare Upvest with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Alpaca | 86% | |
| Deutsche WertpapierService Bank | 81% | |
| DriveWealth | 80% | |
Upvest Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C Extension | Mar 17, 2026 | ||||
| Series C | Dec 12, 2024 | ||||
| VC Round | Oct 11, 2023 | ||||
| Series B | Jun 16, 2022 | ||||
| Series A Extension | May 5, 2021 | ||||
Series A | Dec 9, 2020 |
Key People
Founding team and executive leadership
Upvest Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| HV Capital | Series A, Series C Extension, Seed, Series C, VC Round |
| 10X Group | Series B |
| Partech | Series A, Series C Extension, Series B, VC Round |
| ABN AMRO Ventures | Series C Extension, Series B, VC Round, Series A Extension |
| Partech | Series C Extension, Series A, Series B, VC Round |
| 10x Group | Series B |
| Notion Capital | Series C Extension, Series C, Series A, Series B, VC Round |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 1, 2027
Plans to launch 'Altersvorsorgedepot' in Germany in January 2027.
- Jul 24, 2026
Monthly visitors increased 69% MoM.
Upvest Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Upvest's valuation, stock price, and market status.