Upvest

The Investment API

Founded 2017 Germany

Berlin, Germany 332 employees Series C Total: $286.80M Fintech, Banking

General Information

Company Name Upvest

Founded Year 2017

Location

Berlin, Germany

Founders / Decision Makers

Employees 332

Industries Fintech, Banking

Funding Stage Series C

Business Model B2B, API, PaaS

Revenue Model Usage Based, Service Fee, Licensing

Hiring 17 roles posted in the month to 30 Oct 2026

Offices as of Nov 2026

‏Berlin‏، ‏10405 ‏، ‏DE‏, ‏Berlin‏، ‏10405 ‏، ‏DE‏

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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.

New Partnership Oct 29, 2026

Finanzguru partners with Upvest and Franklin Templeton to power its new Altersvorsorgedepot.

Actively Hiring Oct 29, 2026

Hiring for 17 positions in the last 30 days.

Growth Metrics Oct 27, 2026

Upvest estimates that around €1 trillion in assets could flow into Germany's new pension account by 2040.

Feature Release Oct 26, 2026

Upvest launched Joint accounts, allowing two end users to share and manage an investment portfolio via the Investment API.

Event Participation Oct 23, 2026

Upvest's Götz Röhr will speak at Clearstream's Global Fund Summit in Luxembourg on October 29.

Key Hire Oct 22, 2026

Upvest appointed Quiron Cunha as its new Chief Financial Officer, joining from Mondu.

+1 more signal in last 30 days

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AI Insight

Bounce Watch AI

1 week ago

Upvest is demonstrating robust strategic momentum, marked by a key partnership with Finanzguru that validates its Investment API's market adoption and utility. Concurrently, the launch of new features like Joint Accounts expands its product offering, while the strategic hire of a new CFO and active recruitment for 17 positions signal a clear intent for continued scaling and future financial planning. This comprehensive activity underscores Upvest's aggressive growth trajectory and strong positioning within the digital wealth management infrastructure sector.

Signal Types

Partnership Hiring Product Launch Traction

Strategic Labels

Market Expansion Product Innovation Strategic Hiring

Next Move: Expansion

Impact: 9/10

Ideal For: Fintech Infrastructure VCs — Series D/Growth Equity

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.

Business keywords: 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	$90.00M	4	Bessemer Venture Partners, Sapphire Ventures +2	01 Mar 2026
Series C	$105.08M	8	Bessemer Venture Partners, Notion Capital +6	01 Dec 2024
Late VC	$31.76M	8	Bessemer Venture Partners, Notion Capital +6	01 Oct 2023
Series B	$42.00M	8	Bessemer Venture Partners, Speedinvest +6	01 Jun 2022
Convertible Note	€4.00M	1	ABN AMRO Ventures	01 May 2021
Series A	€5.10M	6	Speedinvest, Notion Capital +4	01 Sep 2020
Grant	$1.01M	2	IBB, European Regional Development Fund	01 Jun 2020
Series A	€7.00M	4	Speedinvest, Notion Capital +2	01 Dec 2019
Seed	€850.00K	4	Speedinvest, HV Capital +2	01 Nov 2017

Latest News

View All

Das Startup Upvest gewinnt mit Finanzguru einen weiteren Kunden

Das investment Oct 29, 2026

Upvest Strengthens Leadership Team With Quiron Cunha as CFO as It Further Scales Across Europe and the UK

Financial IT Oct 22, 2026

Upvest holt Finanzchef von Mondu

Börsen-Zeitung Oct 22, 2026

Germany's top-funded tech companies in H1 2026

Tech Aug 13, 2026

EquiLibre secures Series A at €438 million valutation to scale AI trading agents handling billions d... — Eu-startups

EquiLibre secures Series A at €438 million valutation to scale AI trading agents handling billions daily

Eu-startups Jul 01, 2026

The Tech.eu Summit London 2026 is tomorrow: Last chance to secure your place

Tech Apr 20, 2026

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Upvest vs

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Upvest vs

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FAQ About Upvest

The Investment API

Upvest was founded in 2017.

Upvest is headquartered in Berlin, Germany. As of Nov 2026, it also has offices in ‏Berlin‏، ‏10405 ‏، ‏DE‏, ‏Berlin‏، ‏10405 ‏، ‏DE‏.

Upvest operates in Fintech and Banking. Its work centres on Investment API, Digital Infrastructure, Customized Investment Products and Capital Markets. Its customers include Fintechs, Banks and Brokers.

Upvest has a B2B, API and PaaS business model. Its revenue comes from Usage Based, Service Fee and Licensing.

Upvest has approximately 332 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.

Top alternatives and competitors to Upvest include Velexa, ClearBank, H-finance, Mambu Payments (formerly Numeral), Every. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

Upvest and Velexa are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Upvest, https://bouncewatch.com/company/upvest, updated 30 October 2026. When citing, please name BounceWatch and link this page.

Upvest

General Information

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About Upvest

Services & Products

Target Customers

Funding Rounds & Investors (9)

Latest News

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