Upstox
PrivateLast Round
Debt
Aug 26, 2022
Est. Valuation
$3.4B
Total Funding Raised
$133.4M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Upstox is a financial services company that operates a stockbroking platform offering online stock trading, commodity trading, currency derivatives trading, mutual funds, and advisory services to help professional traders reduce investment costs and trade effortlessly in the market.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Personal Finance
Business Model
B2C
Customer Profile
Payment Processing Fee, Freemium, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Upstox Comparables
Compare Upstox with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Zerodha | 93% | |
| Dhan | 91% | |
| 5paisa Capital Ltd | 89% |
Upstox Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Aug 26, 2022 | ||||
| Series C | Nov 25, 2021 | ||||
| Series B | Sep 24, 2019 | ||||
| Series A | Feb 13, 2016 |
Key People
Founding team and executive leadership
Upstox Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Stride Ventures | Series C |
| Xceed Investments | Debt |
| Kalaari Capital | Series B, Series A |
| InnoVen Capital | Series C |
| Tiger Global Management | Series B, Series C |
| BlackSoil Capital | Debt |
| BlackSoil | Series C, Debt |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 20, 2026
Marketing copy reaches tens of millions of users daily.
- Feb 20, 2026
Building an insurance assistance bot for claims and servicing.
Recent news
Latest coverage and updates
- launchesSep 7, 2026
Upstox launched US stock investment feature on Sep 7th '26.
- has_valuationAug 21, 2026
Upstox had valuation of $3.5B on Jul 1st '21.
Upstox Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Upstox's valuation, stock price, and market status.
Is Upstox a public or private company?
Upstox is a private company.
What is the current stock price of Upstox?
Upstox is a private company with no public stock price. No recent secondary market data is available.
How much is Upstox worth (valuation)?
Upstox's valuation is estimated at $3.4B based on funding round data.
Can I buy Upstox stock?
Upstox shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Upstox's last funding round?
Upstox's most recent funding round was Series C Extension on September 19, 2022.
Who are the main investors in Upstox?
Key investors in Upstox include Kalaari Capital, Tiger Global Management.
Will Upstox IPO soon?
No public IPO plans have been announced for Upstox.
How can I track Upstox secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Upstox's secondary market activity and sign up for updates.