Upvest

Upvest provides investment infrastructure through a single API to fintechs, banks, brokers and wealth managers in Europe and the UK, so they can launch brokerage, wealth and pension products without building their own back end. The company says it has more than 40 clients, more than 2 million end users and over 100 million orders a year across 20-plus markets.

The Investment API covers brokerage, settlement and custody, with access to 100k-plus instruments; asset coverage spans equities, ETFs, funds, ELTIFs and bonds. Product features include real fractional share ownership from one euro, pound or dollar, automated savings plans and withdrawal plans, and a multi-asset portfolio engine that clients use for model portfolios and automatic rebalancing in discretionary and advisory offerings. Upvest also runs middle- and back-office operations such as order lifecycle management, reconciliation, corporate actions, tax withholding and regulatory reporting. In Germany it supports local tax statements and the new state-subsidised pension accounts.

Upvest holds licences from BaFin and the FCA and acts as custodian for client assets. It was founded in Berlin in 2017, opened an office in London in 2025, and is venture-backed, with investors including Bessemer Venture Partners, Earlybird, HV Capital and Sapphire Ventures; it raised a €100m Series C in 2024 and a further €105m round in 2026.