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October 29, 2026
News
November 10, 2026
LIQID migrates wealth management portfolios representing over €3bn in client assets to Upvest
Julieta Varsano
- LIQID has migrated over €3 billion of its more than €4 billion in client assets to Upvest’s investment infrastructure.
- One year after its launch with LIQID’s NXT range of ELTIF funds, the partnership now extends to LIQID’s wealth management portfolios.
- LIQID further automates its investment processes through APIs, from trading to custody, laying the foundation for more scalable operations and an enhanced client experience.
Berlin, 10. November 2026 – LIQID, Germany’s leading independent digital wealth manager, and Upvest, the leading investment infrastructure provider in Europe, today announce the expansion of their partnership following the migration of LIQID wealth management portfolios representing over €3 billion in client assets to Upvest’s infrastructure. The collaboration, which began in November 2025 with LIQID’s NXT range of ELTIF funds, now extends further into LIQID’s wealth management business.
The LIQID migration marks another milestone in Upvest's growing track record of managing increasingly large and complex asset transitions with multi-billion-euro portfolios. Building on its experience in robo-advisory and digital family offices, Upvest is extending its capabilities to support a broader range of financial institutions, from digital and private banks to independent wealth managers such as LIQID.
For LIQID, the expanded partnership is a further step in its digital development and solidifies the foundation for an enhanced client experience. Upvest’s infrastructure enables LIQID to automate large parts of its investment processes through APIs, from trading to custody. Leaner, more scalable operations allow LIQID to further strengthen what its clients value: tailored investment strategies backed by dedicated personal service. This scalability supports LIQID’s ambition to broaden private investors’ access to investment strategies traditionally reserved for institutions and family offices.
“Infrastructure will decide the future of wealth management. We can only offer our clients what we can deliver reliably, digitally and in real time behind the scenes. In large parts of the financial industry, that is still far from standard. Upvest gives us this foundation. It allows us to open up private markets and other institutional investment strategies to private investors faster.”
Christian Schneider-Sickert
CEO and Founder of LIQID
“Modernising investment infrastructure shouldn't mean having to redesign your business around the limitations of your technology provider. Every financial institution has its own products, account structures and regulatory requirements, and our role is to accommodate that complexity. Our work with LIQID demonstrates that financial institutions can move substantial existing asset pools to API-first investment infrastructure and modernise their investment offering much faster than previously thought, without compromising the reliability their end users depend on.”
Martin Kassing
CEO and Founder of Upvest
About LIQID
LIQID is a bank-independent wealthtech company with offices in Berlin and Munich. The company gives discerning private investors access to professional investment strategies across public and private markets. In total, LIQID manages more than €4 billion in assets.
Its offering includes tailored capital market portfolios starting at €100,000 and selected private-market solutions. LIQID invests alongside leading institutional investors.
Its partners include LGT, an international private bank owned by the Princely House of Liechtenstein, and HQ Trust, the multi-family office of the Harald Quandt family. The Financial Times ranked LIQID among Europe’s fastest-growing companies in 2024 and 2025. Since 2017, business magazine Capital and ranking institute firstfive AG have recognised LIQID’s wealth management offering every year. European rating agency Scope named LIQID “Best Asset Manager 2026” in the ELTIF category. For more information, visit www.liqid.de/awards.
About Upvest
Upvest is a technology company and investment firm that provides banks, brokers, and wealth managers with modern API-based investment infrastructure. In addition to software, it provides trading, settlement, custody, and back-office services on behalf of its clients. This enables financial institutions to modernise their investment operations comprehensively and cost-effectively, and to grow profitably. Upvest's clients include fast-growing fintechs such as Revolut, N26, bunq, Qonto, and Raisin, as well as digital banks like DKB and Openbank (Santander).
Founded in 2017, Upvest has 300 employees and processes over 100 million trades per year. The company continues to be independently managed by its founders Martin Kassing, Dr. Til Rochow, and Tobias Auferoth, and is securely financed for the long term by investors including Sapphire Ventures and Bessemer Venture Partners.
Press Contact Upvest
Julieta Varsano
press@upvest.co
Press Contact LIQID
Frederick Petkovski
frederick.petkovski@liqid.de
