About Upvest
Upvest was founded in 2017 and is headquartered in Berlin, Germany. BaFin-regulated investment firm (Wertpapierinstitut) in Germany. Provides regulated investment infrastructure as a B2B API for fintechs and banks.
Custody model and security
API-first investment infrastructure enabling fintechs and banks to offer securities and digital asset investment products. Custody infrastructure as part of a regulated investment services stack.
Asset coverage
Traditional securities (equities, ETFs, bonds) and expanding digital asset coverage.
Typical client profile
Fintechs, neobanks, and banks building investment products for their retail and institutional clients across Europe.
Institutional fit
Fintechs and banks in Europe that need regulated investment infrastructure as a service, including custody, order routing, and settlement, without building their own regulated entity.
Key context for buyers
Backed by significant European and global investors. Processes investment transactions for major European fintech platforms. Expanding into digital asset infrastructure.
Frequently asked questions
When was Upvest founded?
Upvest was founded in 2017 and is headquartered in Berlin, Germany.
How is Upvest regulated?
BaFin-regulated investment firm (Wertpapierinstitut) in Germany. Provides regulated investment infrastructure as a B2B API for fintechs and banks.
What custody model does Upvest use?
API-first investment infrastructure enabling fintechs and banks to offer securities and digital asset investment products. Custody infrastructure as part of a regulated investment services stack.
Which institutions typically use Upvest?
Fintechs, neobanks, and banks building investment products for their retail and institutional clients across Europe.
What assets does Upvest support?
Traditional securities (equities, ETFs, bonds) and expanding digital asset coverage.
What should buyers know about Upvest?
Backed by significant European and global investors. Processes investment transactions for major European fintech platforms. Expanding into digital asset infrastructure.
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