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Upvest (Financial Software)

Financial Software · Berlin, Germany · Founded 2017 · Privately Held (backing)

Developer of an Investment API designed to empower financial institutions to offer investment products in their app with a modular, scalable and accessible alternative. Upvest (Financial Software) is based in Berlin, Germany and was founded in 2017. Its last reported valuation was $235 million in Jun 2022. It has raised $335 million across 2 recorded rounds; the latest was a $105 million Series C in Dec 2024.

Last reported valuation
$235.1M
Oct 2026
Priced at
—
Total raised
$335.2M
Last round
Later Stage VC (Series C)
Dec 2024

Upvest (Financial Software) key facts

as of Oct 2026
  • Developer of an Investment API designed to empower financial institutions to offer investment products in their app with a modular, scalable and accessible alternative.
  • Upvest (Financial Software) is valued at approximately $235.1M as of Oct 2026 (last reported valuation).
  • It has raised $335.2M across 2 recorded rounds; the latest was Later Stage VC (Series C) ($105.3M) in Dec 2024.
  • Notable investors include Bessemer Venture Partners, BlackRock, HV Capital, Earlybird Venture Capital, Sapphire Ventures — 20 tracked in total.
  • Status: Privately Held (backing).
Last reported valuation
LOW confidence
$235.1M

Upvest (Financial Software)'s last reported valuation, Jun 2022. Nothing priced has surfaced since.

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Upvest (Financial Software) funding rounds

2 rounds
Dec 2024Later Stage VC (Series C)$105.3M▮
Oct 2023Later Stage VC$31.7M▮
Full funding history →

Upvest (Financial Software) valuation

Upvest (Financial Software)'s last reported valuation was $235 million in Jun 2022. No priced round, secondary trade or fund mark has surfaced since.

How much has Upvest (Financial Software) raised?

Upvest (Financial Software) has raised $335 million in total; 2 of its rounds are on record. The largest on record was a $31.7 million later-stage round in Oct 2023; the most recent was a $105 million Series C in Dec 2024.

Upvest (Financial Software) investors

20 investors are on record for Upvest (Financial Software), including Bessemer Venture Partners, BlackRock, HV Capital and Earlybird Venture Capital. By type, the record holds 4 venture capital firms and 1 private equity firm. The Series C in Dec 2024 drew 7 investors.

Comparable companies

Comparable financial software names by valuation on PrivateMarketView: Comulate ($223 million), Easebuzz ($220 million) and Method Financial ($218 million).

About Upvest (Financial Software)

Developer of an Investment API designed to empower financial institutions to offer investment products in their app with a modular, scalable and accessible alternative. The company helps to create its portfolios and offer them to users, configure savings plans and use roundups to let users invest while they spend through micro-investing, enabling businesses to build secure investment experiences for their end-users across international borders.

Industry
Financial Software
Sector
Information Technology
HQ
Berlin, Germany
Founded
2017
Employees
280
Website
upvest.co/
Ownership
Privately Held (backing)

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