Upvest
PrivateLast Round
Series D
Mar 17, 2026
Est. Valuation
$738.6M
Total Funding Raised
$287.57M
Momentum Score
25 /100
Company Overview
Upvest is a fintech company that provides an Investment API designed to empower financial institutions to offer investment products in their app with a modular, scalable, and accessible alternative.
Sector
FinTech
Verticals
Investment Platforms, Platform-as-a-Service, RegTech, Wealth Management, 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 Comps
Public and private peers based on sector, stage, and business model.
Upvest Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | Mar 17, 2026 | ||||
| Series C | Dec 11, 2024 | ||||
| Series B Extension | Oct 11, 2023 | ||||
| Series B | Jun 16, 2022 | ||||
| Series A Extension | May 5, 2021 | ||||
Series A Extension | Dec 10, 2020 |
Key People
Founding team and executive leadership
Upvest Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| HV Capital | Series A, Series D, Seed, Series C, Series A Extension, Series B Extension |
| 10X Group | Series B |
| Partech | Series A, Series D |
| ABN AMRO Ventures | Series D, Series B, Series B Extension, Series A Extension |
| Partech | Series D, Series A Extension, Series B, Series B Extension |
| 10x Group | Series B |
| Notion Capital | Series D, Series C, Series A Extension, Series B, Series B Extension, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 1, 2027
Plans to launch 'Altersvorsorgedepot' in Germany in January 2027.
- Apr 14, 2026
Launched multi-currency securities in Germany with CMC Markets.
Upvest Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Upvest's valuation, stock price, and market status.
