What is Upvest?

Upvest is a B2B infrastructure platform that provides banks, brokers and fintechs with a single API to embed investment services into their products. The platform offers a full range of licensed services, including brokerage, custodial custody and proprietary trading, allowing clients to quickly launch trading in stocks, ETFs, mutual funds and cryptocurrencies without the need to build their own complex infrastructure.

The solution operates on a turnkey model, taking care of regulatory, operational and technological complexities, including account opening, order execution and tax reporting. The platform is already used by major European financial institutions, including Revolut, N26 and DKB, and allows them to offer cutting-edge investment products to end users with minimal time to market.