Upvest

Upvest provides investment infrastructure through one Investment API covering brokerage, settlement and custody, plus tax handling, regulatory reporting and pension account support. The company states that it automates over 99% of middle- and back-office processes and offers fractional investing, savings plans and multi-asset model portfolios.

The stated customers are fintechs, banks, brokers and wealth managers that build investment products on its platform. The website lists 40+ clients, 20+ active markets, 2m+ end users and 100m+ orders per year. Upvest says it is supervised by BaFin and the FCA and operates as a custodian.

Upvest was founded in Berlin in 2017. Its milestones include BaFin licences in 2022, FCA licences in 2024 and a third international office in London in 2025. The company names Berlin, London and Tallinn as its hubs. Its careers page lists 16 open roles, mainly in engineering, growth, operations, legal and finance, with a 2026 funding round of €105m mentioned on the about page.

Product: Investment API covering brokerage, settlement and custody, with pension, tax and regulatory reporting modules for investment products.