Key facts
- Upvest (Financial Software)’s last known valuation is $235.1M (Jun 2022).
- It has raised $335.2M across 2 recorded rounds; the latest was Later Stage VC (Series C) ($105.3M) in Dec 2024.
- Notable investors include Bessemer Venture Partners, BlackRock, HV Capital, Earlybird Venture Capital, Sapphire Ventures — 20 tracked in total.
- Status: Privately Held (backing).
- ·Post-money valuations for all 2 rounds
- ·The complete investor list — 20 names
- ·Watchlist + deal alerts for Upvest (Financial Software)
Funding rounds
2 roundsAbout Upvest (Financial Software)
Developer of an Investment API designed to empower financial institutions to offer investment products in their app with a modular, scalable and accessible alternative. The company helps to create its portfolios and offer them to users, configure savings plans and use roundups to let users invest while they spend through micro-investing, enabling businesses to build secure investment experiences for their end-users across international borders.
- Industry
- Financial Software
- Sector
- Information Technology
- HQ
- Berlin, Germany
- Founded
- 2017
- Employees
- 280
- Website
- upvest.co/
- Ownership
- Privately Held (backing)
Upvest (Financial Software) doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Upvest (Financial Software) shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Upvest (Financial Software) in its N-PORT filings yet. We sweep new filings monthly.