Upside
San Francisco · Founded 2013
About Upside
Upside helps registered investment advisors beat the “robo-advisors” by leveraging technology and algorithms to advise, manage, and service clients who want next-generation investment services. The company’s fully-automated, white-labeled managed account platform provides advisors with paperless account opening, portfolio selection, automated trading and rebalancing, client and advisor portals, practice analytics in an intuitive design-led user interface.
Company Facts
- Founded: 2013
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Estimated revenue: $1K – $10K
- Total funding: $1.2M
- Funding stage: M&A
- Last round: Series Unknown (Jul 2014)
- Website: upsideadvisor.com
- Phone: 888-506-1850
Industries & Categories
Finance, Financial Services, FinTech
Social Profiles
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