Upvest provides a single Investment API and digital infrastructure designed for businesses seeking to offer investment services to their end users. The platform streamlines the technical requirements for trading, settlement, and custody, enabling companies in sectors such as fintech, banking, and direct-to-consumer services to build digital wealth management experiences.
The company's core product is its Investment API, which consolidates the infrastructure needed for trading, settlement, and custody into a single integration point. This approach is intended to reduce the complexity for businesses launching or expanding investment offerings for their customers.
Upvest operates within the fintech and digital wealth management industry verticals, serving clients that include banks and direct-to-consumer businesses. The company's technical focus spans API development, digital infrastructure, and the systems underpinning trading, settlement, and custody operations.
