Upvest: Funding, Investors & Team (Sep 2026)
Upvest enables businesses to build great investment experiences, tailored to their customers’ needs. Their single investment API and digital infrastructure – along with their modular design – make it easy and cost-effective to offer customized investment products. It’s all backed by their comprehensive support, covering everything from licenses and vendor management to back- and middle-office.
Upvest has raised $273M across 5 funding rounds on record, the most recent a Series D of $90.0M announced in Mar 2026.
That round is above the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Upvest Company Profile and Key Stats
Latest funding round on record: Mar 2026.
Upvest Funding Rounds
Upvest raised $4.8M in an undisclosed round announced in May 2021.
1.1 years later, a Series B of $42.0M was announced in Jun 2022.
1.3 years later, an undisclosed round of $31.9M was announced in Oct 2023.
1.2 years later, a Series C of $105M was announced in Dec 2024.
1.3 years later, a Series D of $90.0M was announced in Mar 2026.
Upvest Founders and Leadership Team
Contact details for the Upvest team: 1 of 2 have an email address on file, 1 has a LinkedIn profile.
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Upvest's latest round of $90.0M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Upvest Funding FAQs
What does Upvest do?
Upvest enables businesses to build great investment experiences, tailored to their customers’ needs. Their single investment API and digital infrastructure – along with their modular design – make it easy and cost-effective to offer customized investment products. It’s all backed by their comprehensive support, covering everything from licenses and vendor management to back- and middle-office.
How much funding has Upvest raised?
Upvest has raised $273M across 5 rounds on record. The most recent is a Series D of $90.0M announced in Mar 2026.
When did Upvest last raise funding?
Upvest's most recent funding round on record is a Series D of $90.0M, announced in Mar 2026.
Who founded Upvest?
FundedIQ lists Martin Kassing Upvest (Founder) at Upvest.
Who is the CEO of Upvest?
Martin Kassing is listed as CEO at Upvest.
Where is Upvest headquartered?
Upvest is based in Berlin, Germany.
How many employees does Upvest have?
Upvest is in the 101-250 employee band.
How does Upvest's funding compare to other Financial Services startups?
Upvest's latest round of $90.0M is above the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.
About FundedIQ's Upvest Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Upvest is left off this page rather than filled in.
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