Upvest

Total raised$270.0M
StageSeries D
Hiring pace11 roles / 90d
Founded2017
Team size201-500 employees
HQBerlin

About Upvest

Offer investments to your end users via our Investment API. Regulatory licenses included.

𝐏𝐥𝐞𝐚𝐬𝐞 𝐛𝐞 𝐚𝐰𝐚𝐫𝐞: 𝐔𝐩𝐯𝐞𝐬𝐭 𝐢𝐬 𝐚 𝐁𝟐𝐁 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐚𝐧𝐝 𝐝𝐨𝐞𝐬 𝐧𝐨𝐭 𝐨𝐟𝐟𝐞𝐫 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐝𝐢𝐫𝐞𝐜𝐭𝐥𝐲 𝐭𝐨 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥𝐬. 𝐈𝐟 𝐲𝐨𝐮'𝐯𝐞 𝐛𝐞𝐞𝐧 𝐜𝐨𝐧𝐭𝐚𝐜𝐭𝐞𝐝 𝐛𝐲 𝐬𝐨𝐦𝐞𝐨𝐧𝐞 𝐜𝐥𝐚𝐢𝐦𝐢𝐧𝐠 𝐭𝐨 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭 𝐔𝐩𝐯𝐞𝐬𝐭 𝐰𝐢𝐭𝐡 𝐚 𝐩𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲, 𝐨𝐫 𝐝𝐢𝐫𝐞𝐜𝐭𝐞𝐝 𝐭𝐨 𝐚𝐧𝐲 𝐰𝐞𝐛𝐬𝐢𝐭𝐞 𝐨𝐭𝐡𝐞𝐫 𝐭𝐡𝐚𝐧 𝐮𝐩𝐯𝐞𝐬𝐭.𝐜𝐨, 𝐢𝐭 𝐢𝐬 𝐥𝐢𝐤𝐞𝐥𝐲 𝐚 𝐬𝐜𝐚𝐦.

𝐁𝐢𝐭𝐭𝐞 𝐛𝐞𝐚𝐜𝐡𝐭𝐞𝐧 𝐒𝐢𝐞: 𝐔𝐩𝐯𝐞𝐬𝐭 𝐢𝐬𝐭 𝐞𝐢𝐧 𝐁𝟐𝐁-𝐔𝐧𝐭𝐞𝐫𝐧𝐞𝐡𝐦𝐞𝐧 𝐮𝐧𝐝 𝐛𝐢𝐞𝐭𝐞𝐭 𝐏𝐫𝐢𝐯𝐚𝐭𝐩𝐞𝐫𝐬𝐨𝐧𝐞𝐧 𝐤𝐞𝐢𝐧𝐞 𝐀𝐧𝐥𝐚𝐠𝐞𝐩𝐫𝐨𝐝𝐮𝐤𝐭𝐞 𝐝𝐢𝐫𝐞𝐤𝐭 𝐚𝐧. 𝐖𝐞𝐧𝐧 𝐒𝐢𝐞 𝐯𝐨𝐧 𝐣𝐞𝐦𝐚𝐧𝐝𝐞𝐦 𝐤𝐨𝐧𝐭𝐚𝐤𝐭𝐢𝐞𝐫𝐭 𝐰𝐮𝐫𝐝𝐞𝐧, 𝐝𝐞𝐫 𝐯𝐨𝐫𝐠𝐢𝐛𝐭, 𝐔𝐩𝐯𝐞𝐬𝐭 𝐳𝐮 𝐯𝐞𝐫𝐭𝐫𝐞𝐭𝐞𝐧 𝐮𝐧𝐝 𝐈𝐡𝐧𝐞𝐧 𝐞𝐢𝐧𝐞 𝐩𝐞𝐫𝐬𝐨̈𝐧𝐥𝐢𝐜𝐡𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐭𝐢𝐨𝐧𝐬𝐦𝐨̈𝐠𝐥𝐢𝐜𝐡𝐤𝐞𝐢𝐭 𝐚𝐧𝐛𝐢𝐞𝐭𝐞𝐭, 𝐨𝐝𝐞𝐫 𝐰𝐞𝐧𝐧 𝐒𝐢𝐞 𝐚𝐮𝐟 𝐞𝐢𝐧𝐞 𝐚𝐧𝐝𝐞𝐫𝐞 𝐖𝐞𝐛𝐬𝐢𝐭𝐞 𝐚𝐥𝐬 𝐮𝐩𝐯𝐞𝐬𝐭.𝐜𝐨 𝐰𝐞𝐢𝐭𝐞𝐫𝐠𝐞𝐥𝐞𝐢𝐭𝐞𝐭 𝐰𝐞𝐫𝐝𝐞𝐧, 𝐡𝐚𝐧𝐝𝐞𝐥𝐭 𝐞𝐬 𝐬𝐢𝐜𝐡 𝐡𝐨̈𝐜𝐡𝐬𝐭𝐰𝐚𝐡𝐫𝐬𝐜𝐡𝐞𝐢𝐧𝐥𝐢𝐜𝐡 𝐮𝐦 𝐞𝐢𝐧𝐞𝐧 𝐁𝐞𝐭𝐫𝐮𝐠.

Location

Frequently asked questions

Companies similar to Upvest

H&R Block

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!

Financial Services10,001+ employees
JPMorganChase

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Financial Services10,001+ employees
HSBC

Opening up a world of opportunity for our customers, investors, ourselves and the planet. We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers. HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges. To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs

Financial Services10,001+ employees
Citi

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.

Financial Services10,001+ employees
Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Financial Services10,001+ employees
PNC

We’ll help keep your money boring so your life doesn’t have to be. pnc.co/guidelines

Financial Services10,001+ employees
Truist

Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.

Financial Services10,001+ employees
Jackson Hewitt Tax Service Inc.

When every dollar matters, it matters who does your taxes. At Jackson Hewitt, we are the lucky ones. We work with our clients on what is often the largest financial transaction they will receive all year in the form of their tax return. We are innovators looking for ways to provide our clients with fast, convenient, and low-cost access to their hard-earned money. And we strive to make taxes less taxing. We have a passion for our employees and our customers. We recognize and appreciate that our team members are our greatest competitive advantage. Being an industry leader requires consistently focusing on quality, innovation, performance, and results. Jackson Hewitt Tax Service Inc. is the fastest-growing full-service tax preparation company with over 5,000 franchised and company-owned locations, including nearly 3,000+ locations in Walmart stores. At Jackson Hewitt, we stand behind our professional Tax Preparers with our Maximum Refund and 100% Accuracy Guarantees. Our employees’ achievements are supported and rewarded, and most importantly, they make a direct impact on the lives of our clients. When you join the team, you’ll work in a fast-paced environment with dynamic people driven to treat every tax return like it’s their own. For more information about products, services, and offers, or to locate your neighborhood Jackson Hewitt office, visit www.jacksonhewitt.com or call 1 (800) 234-1040. Follow us on Facebook and Twitter.

Financial Services5,001-10,000 employees
Tata Capital

Tata Capital Limited, a holistic financial services provider, caters to the diverse needs of retail, housing, SME, and corporate customers with a pan-India network of 1500+ branches. Its range of offerings includes Consumer Finance, Housing Finance, Commercial Finance, Cleantech Finance, Microfinance, Debt Syndication, Private Equity, and Credit Cards.

Financial Services5,001-10,000 employees
RBCx

Backer of Canada’s most daring innovators and idea generators. We power bold. #RBCxPowersBold

Financial Services10,001+ employees
Capital One

At Capital One, we're making things better for our customers and associates through innovation and collaboration. We were founded on the belief that everyone deserves financial freedom—and are dedicated to a world where all have equal opportunity to prosper. Banking is in our DNA, but we are so much more than a bank. We always think about what’s next—and how we can bring our customers the tools needed to improve their financial lives. Your ideas, experiences and skills will help make banking better. You’ll be part of a supportive culture while earning amazing benefits. That’s life at Capital One. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. View our Social Media Community Guidelines https://www.capitalone.com/digital/social-media/

Financial Services10,001+ employees
State Street

At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making. With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities: Investment Services: Integrated front-to-back solutions across custody, accounting, and operations. Investment Management: Index and active strategies from one of the world’s largest asset managers. Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value. Who We Are • 50,000+ employees worldwide • Active in 100+ markets • #1 in ETF servicing What You’ll Find Here • Executive perspectives and thought leadership • Timely market commentary and macro insights • Our views on investment operations, ETFs, private markets, and digital finance • Stories reflecting our culture, values and commitment to diversity and inclusion

Financial Services10,001+ employees