The backbone of modern investment experiences

Build investment experiences your end users love. From brokerage to wealth to pensions, Upvest provides the infrastructure so you can focus on launching winning investment products.

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20+

Active markets

30+

Clients

2m+

End users

100m+

Orders per year

Unlock new opportunities offering digital investing

Upvest empowers fintechs and financial institutions to launch and scale investment products that are intuitive and localised.

Fintechs

Launch competitive investment products across Europe and the UK within weeks. From neobrokerage with fractions to digital wealth, Upvest provides the complete investment infrastructure to accelerate your go-to-market.

Banks

Outcompete digital-first challengers on UX and costs. Leverage your brand and reach, while Upvest provides the technology and operations to automate manual processes and launch new features fast.

Brokers

Deliver a modern brokerage experience that differentiates you in the market and boosts retention with zero fee trading and embedded wealth features. Leverage Upvest’s Investment API to launch fractions, savings plans, and portfolios at the lowest cost - all via one platform.

Wealth managers

Deliver personalised digital wealth management at scale. Modernise your offering with a fully digital user experience that enables hyper-personalised, AI-ready DPM and advisory products, powered by Upvest’s multi-asset portfolio engine.

Trusted by 30+ leading financial institutions

Build with Europe’s leading investment infrastructure provider

Benefit from our all-in-one platform across technology, operations, licences, and partner ecosystem

Mobile app screen showing Apple stock price at €219.15 with a 1.8% increase and a 6-month price trend chart.
Smartphone screen showing JavaScript code for placing a buy order for Apple shares using the Upvest API with order details and a success response.

Any asset

Access to 100k+ instruments, including stocks, ETFs, mutual funds, money market funds, ELTIFs, derivatives, bonds, and more (crypto coming soon).

Any use case

Create unique user experiences and modern products with real fractions, portfolios, and savings plans.

Any country

Expand seamlessly with local offerings across 20+ countries in Europe and the UK.

Scalable and modular infrastructure

Choose the services you need today and easily expand as your business grows.

Product

Our Investment API can be plugged into any existing infrastructure covering brokerage, settlement, and custody for investment products.

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Licences

Supervised by Bafin and the FCA*, Upvest operates as a fully fledged custodian with direct market connectivity and native fractional investing support, enabling clients to launch and scale compliant investment products across Europe and the UK.

Operations

Upvest automates over 99% of middle- and back-office processes across brokerage, settlement, and custody, including order lifecycle management, reconciliation, corporate actions, tax handling, and regulatory reporting.

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Partner ecosystem

Upvest integrates execution venues, market data providers, and cash and settlement banking infrastructure required to launch and operate investment products across Europe and the UK.

How we enable the investing of the future

All-in-one solution

Benefit from modular functionality across brokerage, settlement, and custody, all available via one integration.

Fast go-to-market

Launch your investment proposition across markets in weeks, with infrastructure that enables cost-competitive products from day one.

Accelerated innovation

Launch modern uses cases such as fractional investing, automated savings plans, and portfolios, and benefit from daily product releases.

10x improved UX

Deliver digital-first investment products naturally embedded in your UX, with real-time functionality, instant processing, and full transparency.

Scale as you grow

Handle millions of end users and transactions on Upvest’s cloud-native Investment API, built to support high-trading volumes and new markets.

How DKB partnered with Upvest to deliver next-gen securities trading

Modernisation and expansion of their entire investment offering with real-time functionality and fractional investing.

Integration of Upvest’s Investment API across brokerage, settlement, and custody via a staged approach with a greenfield build.

Leading digital brokerage offering with real-time UX and cost reduction for DKB and its end users via a highly automated platform.

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How Raisin enabled model portfolios at scale via Upvest’s Investment API

Launched and scaled a digital wealth offering at market-leading costs with model portfolios and automated rebalancing.

Migrated billions in assets to Upvest’s investment infrastructure in one weekend and implemented Upvest’s portfolio engine to automate portfolio management.

Scaled to 50k+ portfolio accounts with annual rebalancing executed at <0.1% deviation from target allocation and significantly reduced operational overhead.

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How Zopa launched flexible ISAs in the UK within 6 months

Introduced flexible Stocks & Shares ISAs with fractional investing, instant onboarding, and fully digital investment journeys.

Went live in under 6 months using Upvest’s API-first integration.

Enabled investing from £1, seamless ISA transfers, and instant buying power, driving strong adoption and engagement.

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Build investment experiences your end users will love

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