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Upsideo

Digital subscription and contract-management software for banks, asset managers and wealth advisers in France

Paris, FranceFounded 2011upsideo.frWebsite technologies

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Highlights

  • New on EvolcAdded 2026-10-29

About Upsideo

Upsideo is a software publisher for wealth savings (épargne patrimoniale). Its main product is a 100% digital subscription pathway covering client onboarding, subscription, operations and client data consolidation, combined with CRM and wealth tools. It also offers contract and retrocession management for distributor and provider networks, and API connections to fintechs and product providers.

The software is aimed at financial institutions and intermediaries, including banks, asset management companies (private, collective, SCPI and unlisted), investment service providers, account keepers, insurers, wholesale brokers, wealth management advisers (CGP) and their networks, family offices and real estate developers.

The company was founded in 2011 and is headquartered in Paris. The website reports more than 100 employees, more than 60 institutional clients, over 1 million API calls per month and 38M€ raised in funding.

Product: Subscription pathway for wealth products with CRM and wealth tools, plus contract and retrocession management and API connections for financial distributors.

Jobs at Upsideo

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Website technologies

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  • HubSpot CMS