Provider Profile

Primary-source evidence reviewed 18 Aug 2026

Upvest — institutional custody research

Upvest is an institutional digital asset custody provider founded in 2017, headquartered in Berlin, Germany. BaFin-regulated investment firm (Wertpapierinstitut) in Germany.

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Provider data at a glance

Unverified
CategoryDigital Asset Custodians
Research statusEvidence reviewed · 2026-08-18
Regulatory evidenceGerman regulated B2B investment and crypto custody infrastructure
Documented servicesCrypto custody, Securities custody, Brokerage infrastructure, Investment API
Security evidencePrimary-source reviewed; see evidence snapshot
Directory regionGlobal

Directory verification confirms a provider claim and official-domain link. It is separate from editorial evidence review and is not an endorsement, safety rating or guarantee of regulatory status.

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Primary-source evidence

Evidence-reviewed provider snapshot

Last reviewed 18 Aug 2026. Unknown fields remain unknown rather than being inferred.

Evidence reviewed
Regulation / role

Upvest states it holds BaFin licences covering securities and crypto brokerage and custody and can provide custody within B2B operating models.

Security assurance

Public material establishes licensing and operating-model controls but this review did not establish a public custody-specific security certification set.

Asset protection

Asset custody can be provided under Upvest’s regulated model; exact segregation and contractual treatment should be verified in the client agreement.

Institutional services

Upvest provides regulated B2B investment infrastructure that can include custody of traditional securities and crypto assets.

Procurement caveat: Retain as Digital Asset Custodians, but do not assume every Upvest integration uses Upvest custody; operating-model selection is decisive.

Primary sources

Upvest — BaFin custody licences ↗Upvest — operating models ↗
Source provenance: upvest.co · reviewed 2026-08-18

Evidence coverage is not a safety rating, endorsement or investment recommendation. Regulatory permissions, service scope and contractual protections can change; buyers should confirm current documents before onboarding.

Evidence Index →Research methodology →Provider dataset →

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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