Founded in Berlin in 2017, Upvest provides modular, API-first infrastructure covering trading, custody, and back-office operations for banks, brokers, and wealth managers. Its platform is used by digital banks and fintechs including DKB, Openbank, Revolut, N26, Webull, and Raisin. Upvest processes over 100 million annual client orders for more than 30 financial institutions and says this growth is supporting its path toward profitability. The company is expanding product capabilities to include localized pension products and AI-supported investment features using real-time, programmable execution APIs. It positions its offering as a modernization solution for legacy banking systems to help clients launch personalized, revenue-generating investment services more quickly. The new capital is intended to accelerate these product rollouts and strengthen the firm's capital base.

Total raised

$241M

Funding rounds

3

Latest round

Debt Financing

Latest activity

Mar 2026