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Upvest

The Investment API

Founded 2017 Germany

Berlin, Germany 312 employees Series C Total: $286.80M Fintech, Banking

General Information

Company Name Upvest

Founded Year 2017

Location

Berlin, Germany +1

Founders / Decision Makers

Employees 312

Industries Fintech, Banking

Funding Stage Series C

Social

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Germany Market

Market Signals All Companies

Fintech

Industry Signals All Companies in Germany

Upvest Alternatives

All Signals Trend Reports

Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.

Homepage Update Sep 03, 2026

Significant changes detected on company website (49.6% content change).

Event Participation Sep 03, 2026

Upvest's Kaley Addo will be speaking at the Fintech Week London Summit, discussing API-first infrastructure and embedded finance.

New Partnership Aug 26, 2026

Upvest has announced a deepened and extended partnership with Plum, making Upvest Plum's primary investment infrastructure provider in the UK.

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AI Insight

Bounce Watch AI

2 weeks ago

Upvest recently secured a significant $125 million in H1 2026 financing, positioning it among Germany's top-funded tech companies and underscoring strong investor confidence. This capital is strategically allocated to further platform development, the rollout of localized pension products, and AI-driven investment services, alongside strengthening its market footprint across Europe and the UK. Concurrently, the company is undergoing a major website update and engaging in key industry events, signaling a clear push towards product innovation and strategic market expansion.

Signal Types

Funding Product Development Market Expansion Branding Marketing

Strategic Labels

Platform Enhancement Market Penetration Fintech Innovation

Next Move: Expansion

Impact: 9/10

Ideal For: Growth Equity — Fintech Infrastructure

About Upvest

Upvest, founded in 2017 and headquartered in Germany, is a standout player in the Fintech and Banking industries. Operating as a B2B entity, Upvest offers an innovative solution through its 'The Investment API' slogan. This tech-forward approach allows businesses to offer investment opportunities to their end users seamlessly, while also handling the complexities of regulatory licenses.

The company recently secured a $90.00M debt financing investment dated 01 March 2026, backed by notable investors such as Bessemer Venture Partners, Sapphire Ventures, BlackRock, and Tencent. This injection of capital signals strong confidence from prominent market players, positioning Upvest as a promising candidate for future growth in an evolving financial landscape.

Taxonomy: Investment API, Digital Infrastructure, Customized Investment Products, Capital Markets, Investment Solutions, Regulatory Licenses, Vendor Management, Modular Design, Back Office Support, Middle Office Support, Investment Experiences, API Integration

Services & Products

Brokerage and Settlement

Custody Solutions

Investment API Integration

Operations Automation

Business Process Outsourcing

Target Customers

Fintechs Banks Brokers Wealth Managers Financial Institutions

Funding Rounds & Investors (9)

View All

Funding Stage	Amount	Investors	Lead Investors	Date
Debt Financing	••••••	4	•••• ••••	01 Mar 2026
Series C	••••••	8		01 Dec 2024
Late Vc	••••••	8	•••• ••••	01 Oct 2023
Series B	••••••	8	•••• ••••	01 Jun 2022
Convertible Note	••••••	1	•••• ••••	01 May 2021

View All 9 Funding Rounds

Latest News

View All

Fintech Germany Award 2023 in Berlin verliehen

Vc-magazin.de Dec 12, 2023

Upvest partners with BlackRock following €30M funding round

Tech Jan 23, 2024

bunq Jumps into Stock Trading: Targets Digital Nomads

Financemagnates.com Sep 25, 2024

Dutch neobank bunq launches stock trading ‘tailored to digital nomads’

Thenextweb Sep 26, 2024

Notion Capital closes $130M growth fund, brings in Salesforce vet to lead AI-focused push

Techfundingnews.com Sep 30, 2025

With new €114 million fund, British VC firm Notion Capital expands focus on AI-driven software and F... — Eu-startups

With new €114 million fund, British VC firm Notion Capital expands focus on AI-driven software and FinTech

Eu-startups Sep 30, 2025

FAQ About Upvest

The Investment API

Upvest was founded in 2017.

Upvest is headquartered in Berlin, Germany.

Upvest operates in the following industries: Fintech, Banking.

Upvest has approximately 312 employees.

Upvest has completed 9 funding rounds, raising a total of $286.80M. The latest funding stage is Series C.

Upvest offers: Brokerage and Settlement, Custody Solutions, Investment API Integration, Operations Automation, Business Process Outsourcing.

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