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.
UPSIDE
Industry:
Finance Financial Services FinTech
Founded:
2013-01-01
Address:
San Francisco, California, United States
Country:
United States
Website Url:
http://www.upsideadvisor.com
Total Employee:
1+
Status:
Active
Contact:
888-506-1850
Total Funding:
1.2 M USD
Technology used in webpage:
SPF Amazon Person Schema Gravatar Profiles Amazon Virginia Region NameBright
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Current Advisors List
Founder
Investors List
Sean Kell
Sean Kell investment in Venture Round - Upside
Elaine Wherry
Elaine Wherry investment in Venture Round - Upside
Cultivation Capital
Cultivation Capital investment in Venture Round - Upside
Noah Tutak
Noah Tutak investment in Venture Round - Upside
SeedInvest
SeedInvest investment in Venture Round - Upside
Balderton Capital
Balderton Capital investment in Venture Round - Upside
SixThirty
SixThirty investment in Venture Round - Upside
Bruno Bowden
Bruno Bowden investment in Venture Round - Upside
SixThirty
SixThirty investment in Seed Round - Upside
Cultivation Capital
Cultivation Capital investment in Seed Round - Upside
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2023-05-01 | Foundation | Upside investment in Seed Round - Foundation | 3 M USD |
Official Site Inspections
http://www.upsideadvisor.com
- Host name: ec2-52-86-6-113.compute-1.amazonaws.com
- IP address: 52.86.6.113
- Location: Ashburn United States
- Latitude: 39.0481
- Longitude: -77.4728
- Metro Code: 511
- Timezone: America/New_York
- Postal: 20149
More informations about "Upside"
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Envestnet Acquires Upside :: Envestnet, Inc. (ENV)
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