Upvest
PrivateLast Round
Series C
Extension
Mar 17, 2026
Est. Valuation
$735M
Total Funding Raised
$264.2M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Upvest operates in FinTech and is based in Berlin. Its latest recorded funding round was a Series C Extension round in March 2026.
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, Blockchain Infrastructure, RegTech
Business Model
B2B2C
Customer Profile
Usage-Based SaaS, Revenue Share, Payment Processing Fee
AI Layer
Non-AI
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% | |
| DriveWealth | 80% | |
| Octopus Group | 78% |
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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 |
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Key People
Founding team and executive leadership
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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 |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Oct 20, 2026
Plan d’Épargne en Actions (PEA) to launch in France in 2027.
- Oct 20, 2026
Utilizes Euroclear France for settlement services in the French market.
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Recent news
Latest coverage and updates
- signs_new_clientOct 29, 2026
Upvest GmbH signs Finanzguru as a new client to provide investment infrastructure and operational services for its Altersvorsorgedepot, which launches on Jan 1st '27 in Germany.
- hiresOct 22, 2026
Upvest GmbH appoints Quiron Cunha as Chief Financial Officer in Germany on Oct 22nd '26, with plans for him to lead the finance function and focus on profitable growth.
- signs_new_clientOct 13, 2026
Upvest GmbH signs Plum as a new client to power its UK investment infrastructure and support the growth of its investment offerings.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks Upvest's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Upvest worth (valuation)?
Upvest's valuation is estimated at $735.0M 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.
When was Upvest's last funding round?
Upvest's most recent funding round was Series C Extension 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 in Upvest's shares on secondary markets.