Upvest
PrivateLast Round
Series C
Extension
Mar 17, 2026
Est. Valuation
$738.6M
Total Funding Raised
$174.2M
Momentum
Top 10%
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.
Recent news
Latest coverage and updates
- signs_new_clientAug 5, 2026
Upvest GmbH signs new client IG Group.
- recognized_asJul 16, 2026
Upvest recognized as 2026 EMEA Data Streaming Startup of the Year on Jul 16th '26.
Upvest 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 Upvest's valuation, stock price, and market status.
Is Upvest a public or private company?
Upvest is a private company.
What is the current stock price of Upvest?
Upvest is a private company with no public stock price. No recent secondary market data is available.
How much is Upvest worth (valuation)?
Upvest's valuation is estimated at $738.6M based on funding round data.
Can I buy Upvest stock?
Upvest 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 Upvest's last funding round?
Upvest's most recent funding round was Series D on March 17, 2026.
Who are the main investors in Upvest?
Key investors in Upvest include HV Capital, ABN AMRO Ventures, Notion Capital, Sapphire Ventures, Bessemer Venture Partners.
Will Upvest IPO soon?
No public IPO plans have been announced for Upvest.
How can I track Upvest secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Upvest's secondary market activity and sign up for updates.