Upvest is a financial technology company based in Berlin that provides modular investment infrastructure designed to simplify and modernize how financial institutions offer investment products. Its mission is to empower businesses to embed investment features—such as trading, custody, and settlement—directly into their own platforms through a single, unified API.
Upvest offers a scalable and regulatory-compliant solution that supports a wide range of asset classes, including ETFs, equities, and mutual funds. By handling the complex back-end operations, such as brokerage and safekeeping, Upvest allows fintechs, neobanks, and traditional financial institutions to focus on creating seamless and user-friendly investment experiences for their customers.
At the core of Upvest’s infrastructure is its Investment API, which integrates multiple services into one secure and customizable interface. This includes portfolio management, fractional investing, real-time settlement, and tax reporting. It also ensures regulatory compliance under European financial standards, including MiFID II and BaFin oversight.
Upvest is designed to support fast onboarding and scale with customer needs. It provides thorough documentation, sandbox environments, and dedicated technical support to help clients launch and iterate quickly. Its infrastructure is built with security, resilience, and transparency in mind, ensuring high uptime and data protection.
The platform caters to a broad range of use cases, from digital wealth management to savings and retirement products. Whether enabling first-time investors or supporting complex investment portfolios, Upvest simplifies financial technology integration for businesses of all sizes.
