卖什么
面向银行和金融科技公司的证券基础设施。
商业模式拆解
买家：谁掌握预算？
未核实Heads of product/investments or digital at banks and fintechs.
触发点：什么让他们现在购买？
Fintechs want to launch neobrokerage/wealth in weeks; banks want to modernise investment offering without rebuilding core systems.
工作流：什么输入变成什么输出？
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.
经济账：省了什么，怎么收费？
未核实B2B infrastructure; likely per-order/AUM platform fees plus BPO services (not stated on site).
渠道：怎么接触到客户？
Direct enterprise sales ('Get started'), plus developer docs/API explorer and partners.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| 2026-03-17 | — | €108M | — | news.google.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-12.