Upvest (Financial Software)'s last reported valuation, Jun 2022. Nothing priced has surfaced since.
- ·The complete investor list: 20 names
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Valuation timeline
0 priced rounds · 32 daily marks since · Sep 2026 – Oct 2026Membership and data by Private Market View
Upvest (Financial Software) funding history
2 rounds| Date | Round | Raised | Post-money | $/share |
|---|---|---|---|---|
| Dec 2024 | Later Stage VC (Series C) | $105.3M | ▮ | ▮ |
| Oct 2023 | Later Stage VC | $31.7M | ▮ | ▮ |
Membership and data by Private Market View
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.
Comparable companies
Comparable financial software names by valuation on PrivateMarketView: Comulate ($223 million), Easebuzz ($220 million) and Method Financial ($218 million).
How Upvest (Financial Software)'s valuation is determined
Private company valuations aren’t quoted on an exchange — they’re established in moments: a priced funding round sets a post-money valuation, secondary trades print at a price per share, and SEC-registered funds holding the stock report fair-value marks in their N-PORT filings.
For Upvest (Financial Software), the most current credible signal sets the number and the older ones confirm it: a live secondary-market price first, then three or more recent prints, then institutional fund marks, and otherwise the last priced round, which never decays. The valuation is the last round’s post-money moved by the price change since that round, so no share count is assumed. Today it is set by last reported valuation. Question about this number? Full methodology →
Frequently asked about Upvest (Financial Software)
- What is Upvest (Financial Software) worth?
- Upvest (Financial Software) is valued at $235.1M as of Oct 2026. Upvest (Financial Software)'s last reported valuation, Jun 2022. Nothing priced has surfaced since.
- How much has Upvest (Financial Software) raised?
- Upvest (Financial Software) has raised $335.2M in total funding across 2 recorded rounds.
- When did Upvest (Financial Software) last raise?
- Upvest (Financial Software) last raised in Dec 2024 (Later Stage VC (Series C)), raising $105.3M.