What it sells
Securities infrastructure for banks and fintechs.
Business model breakdown
Buyer: who owns the budget?
UnverifiedHeads of product/investments or digital at banks and fintechs.
Trigger: what makes them buy now?
Fintechs want to launch neobrokerage/wealth in weeks; banks want to modernise investment offering without rebuilding core systems.
Workflow: what inputs become what output?
Single investment API covering brokerage, settlement and custody under Upvest's BaFin/FCA licences (or bring your own licence); includes middle/back-office outsourcing; supports fractions from 1 EUR, portfolios, savings plans.
Economics: what it saves and how it charges
UnverifiedB2B infrastructure; likely per-order/AUM platform fees plus BPO services (not stated on site).
Distribution: how it reaches customers
Direct enterprise sales ('Get started'), plus developer docs/API explorer and partners.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-03-17 | — | €108M | — | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.