Upvest solutions.

With our Investment API, you can create innovative investment experiences your users will love, tailored to their needs. You can build them quickly, embedding fractions, portfolios, savings plans or roundups into your offer.

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Upvest Fractions
Fractions

Let your users invest with as little as 1 EUR.

Let your users invest with as little as 1 EUR by embedding fractional investments into your product. They can place fractional orders in real time, while we handle the complexities in the background.

Fractions ready to use

Don’t worry about complicated fractions processing - we look after everything.

All licences included

Upvest provides the proprietary trading licence and handles the regulatory complexity for you.

New target users

Fractions offer the flexibility to help you build inclusive, user-friendly applications for all types of investors.

Upvest Portfolio
Portfolio

Create your own portfolios and offer them to your users.

Combine stocks and ETFs in one portfolio - and soon you’ll be able to add crypto assets. You can set up and manage custom rebalancing triggers for tailor-made portfolio compositions, and keep your users engaged through recurring savings and withdrawal plans.

Your own unique products

Create and embed custom portfolios that only you offer.

User-level customisation

Let your users create their own portfolios, with no extra effort from you.

Full automation

We cover rebalancing, enable tax handling, and equip you with portfolio analytics.

Upvest Saving Plans.
Saving plans

Configure savings plans to suit your users’ needs.

Let them specify investment amounts and frequencies. We make it easy to manage, with our Investment API automating cash payments and instant investments.

Fully configurable

Combine and bundle investment products into your savings plans, freely and easily.

Recurring investment

Make investing a habit for your users and let them build wealth continuously.

Complete service

Attract more users with saving plans starting at 1 EUR, while our Investment API automatically manages all end-to-end operations.

Upvest Roundups.
Roundups

Let your users invest while they spend, through micro-investing.

Use roundups to let your users invest while they spend, through micro-investing. Offering these innovative, embedded investment experiences, you can engage your users in their everyday life and create loyalty with your brand. Our Investment API executes roundup orders and updates users’ accounts in real time.

Attract new users

Micro-investing makes investing accessible and encourages new users to take their first steps.

New investment experiences

Turn cashback or loyalty programmes into wealth-building tools, by rewarding your users with fractional investments.

Full roundup service

We take care of all the complexities of bundling and executing micro-investments.

Why Upvest.

We enable you to embed investment experiences in your offering, quickly and cost-effectively, helping your users take their wealth into their own hands. With our Investment API and digital infrastructure, everything’s covered - brokerage, settlement, custody, pan-European licences, and fully automated operations processes.

All-in-one
One API to offer investment experiences.
Regulated
Our licences have you covered.
Transparent
Fair pricing with no surprises.
Empowering
Build experiences that excite your users.
Scalable
Get to market quicker.
Modular
Plug-and-play solutions.
Borderless
Available wherever your customers are.

“Today, I'm particularly excited that Upvest is one of the first providers across Europe to combine the old and the new world of investments, offering cryptocurrencies and traditional securities via one simple B2B solution.”

Name Surname - HV Capital

“Lorem ipsum dolor sit amet, conse ctetur adipiscing elit ut aliquam purus sit amet venenatis, lectus magna fringilla urna, porttitor purus sit amet luctus venenatis, lectus magna fring.”

Name Surname - Job title, BNP Paribas

"Upvest is ideally positioned with a market-leading product in one of the most exciting and underserved areas of fintech infrastructure. With Upvest, both fintech providers and legacy players can set full focus on their core business by developing new investment use cases for their end customers while at the same time exploring new growth opportunities for their own business - a game changer in the European market.”

Charles Birnbaum - Bessemer Venture Partners
 - 

“For incumbents such as ABN AMRO, as well as for new and upcoming financial service providers, we believe brokerage as embedded finance is a capability here to stay. Upvest is well positioned via its API-first platform to help enable this across borders, markets and products.”

Tim Wanders
 - 
Ventures Director
ABN AMRO Ventures

Upvest serves as an excellent example for “taking 'FinTech as a service’ to its natural conclusion, we think further new start-ups will be created as a FinTech infrastructure layer to serve these new business models. Upvest, for example, provides an Investment API that enables businesses to build great investment experiences, tailored to their customers’ needs - seamless, secure, and across international borders.”

Notion
 - 

“HV was an early supporter of the Upvest vision to make investing as easy as spending money. HV sees huge potential in the Upvest Investment API, enabling fintechs, and other businesses, to build exciting investment experiences.”

Jan Miczaika
 - 
Partner
HV Capital

“An increasing demand from millennials for investment products, combined with negative interest rates, have led Fintechs of all kinds to prioritise their expansion into an investment platform. Upvest lets those Fintech companies focus on their core business while providing a simple plug-and-play solution for integrating securities into their products. What seems simple is in fact a complex infrastructure, disrupting established national players across Europe.”

Tim Rehder
 - 
Partner
Earlybird

“As one of the first employees of Upvest, I’ve accompanied the journey and the possibilities on the way. What I like most about being at this company is the great agility we had in the past to find our way of transforming the bigger picture into something real. We’re still in the process of making our vision a reality and it’s super exciting.”

Anne Taraschewski - Accounting Lead

“Lorem ipsum dolor sit amet, conse ctetur adipiscing elit ut aliquam purus sit amet venenatis, lectus magna fringilla urna, porttitor purus sit amet luctus venenatis, lectus magna fring.”

Durk Visser - Job title, BNP Paribas

“Lorem ipsum dolor sit amet, conse ctetur adipiscing elit ut aliquam purus sit amet venenatis, lectus magna fringilla urna, porttitor purus sit amet luctus venenatis, lectus magna fring.”

Dorian Selimovic - Job title, BNP Paribas

"Upvest is ideally positioned with a market-leading product in one of the most exciting and underserved areas of fintech infrastructure. With Upvest, both fintech providers and legacy players can set full focus on their core business by developing new investment use cases for their end customers while at the same time exploring new growth opportunities for their own business - a game changer in the European market.”

Charles Birnbaum - Bessemer Venture Partners
 - 

“For incumbents such as ABN AMRO, as well as for new and upcoming financial service providers, we believe brokerage as embedded finance is a capability here to stay. Upvest is well positioned via its API-first platform to help enable this across borders, markets and products.”

Tim Wanders
 - 
Ventures Director
ABN AMRO Ventures

Upvest serves as an excellent example for “taking 'FinTech as a service’ to its natural conclusion, we think further new start-ups will be created as a FinTech infrastructure layer to serve these new business models. Upvest, for example, provides an Investment API that enables businesses to build great investment experiences, tailored to their customers’ needs - seamless, secure, and across international borders.”

Notion
 - 

“HV was an early supporter of the Upvest vision to make investing as easy as spending money. HV sees huge potential in the Upvest Investment API, enabling fintechs, and other businesses, to build exciting investment experiences.”

Jan Miczaika
 - 
Partner
HV Capital

“An increasing demand from millennials for investment products, combined with negative interest rates, have led Fintechs of all kinds to prioritise their expansion into an investment platform. Upvest lets those Fintech companies focus on their core business while providing a simple plug-and-play solution for integrating securities into their products. What seems simple is in fact a complex infrastructure, disrupting established national players across Europe.”

Tim Rehder
 - 
Partner
Earlybird