Ecosystem Vision

Back to Organizations

Upvest GmbH

Upvest provides regulated, API-first investment infrastructure for fintechs, banks, brokers, and wealth managers across Europe and the UK. Its platform supports brokerage, settlement, custody, fractional investing, portfolios, savings plans, and investment operations.

Distributed

Investments (4)

Description

Upvest is a regulated investment-infrastructure company serving financial institutions that want to launch and scale brokerage, wealth, and pension products. Its cloud-native Investment API provides brokerage, settlement, custody, and real-time investment functionality, while its operations offering automates middle- and back-office processes such as order management, reconciliation, tax handling, corporate actions, and regulatory reporting. Upvest supports flexible operating models under its own or clients’ licences and offers fractional securities, portfolios, and savings plans across European and UK markets.

Grant Funding

VC Funding

None

2019

2020

2021

2022

$0

$65M

Technology & Skills

Uncover the hard and soft skills and tools employed by the organization, and gain insight into the technologies that drive their success

JAHRESSTEUERBESCHEINIGUNG

PROBLEM SOLVING

CONTRIBUTION MANAGEMENT

MACHINE LEARNING

EVENT STREAMING

SOFTWARE-AS-A-SERVICE

DEVELOPER TOOLING

PRODUCT POSITIONING

INTERNATIONALISATION

INFRASTRUCTURE-AS-A-SERVICE

ATTENTION TO DETAIL

PENETRATION TESTING

CONTRACT LIFECYCLE MANAGEMENT

APPROVAL WORKFLOW

ALTERSVORSORGEDEPOT

CONTRACT NEGOTIATION

WITHHOLDING TAX

POD SECURITY STANDARDS

WEALTH MANAGEMENT

PROCESS OPTIMIZATION

RETIREMENT PROVISION

SERVICE LEVEL AGREEMENT

CLOUD INFRASTRUCTURE

RELATIONSHIP MANAGEMENT

BINARY AUTHORIZATION

CROSS-FUNCTIONAL COLLABORATION

THREAT MODELING

MONTHLY CLOSING

FINANCIAL STATEMENTS

GERMAN PENSION MARKET

SALES ENABLEMENT

MODEL CONTEXT PROTOCOL

PROMPT ENGINEERING

RELATIONSHIP BUILDING

DISCOVERY SESSION

EXECUTIVE COMMUNICATIONS

INVOICE PROCESSING

THIRD-PARTY RISK MANAGEMENT

SOLUTION CONSULTING

DATA VISUALIZATION

WORKFLOW AUTOMATION

SHARED LIBRARIES

MEDIA RELATIONS

RISK MANAGEMENT

PROJECT MANAGEMENT

OPERATIONAL RISK

INTERNAL REVIEW

CLIENT ONBOARDING

MARKET DATA LICENSING

SECURITIES TRADING

AI-ASSISTED REVIEW

STAKEHOLDER MANAGEMENT

PRODUCT MARKETING

SPOKESPERSON BRIEFING

SUB-CUSTODIAN RELATIONSHIP

APPLICATION CONTROLS

CORPORATE INCOME TAX

OPERATIONS MANAGEMENT

BUSINESS ANALYSIS

STAKEHOLDER COLLABORATION

CREDIT CARD MANAGEMENT

INVESTMENT FUNDS

RISK GOVERNANCE

INVESTMENT INFRASTRUCTURE

VULNERABILITY MANAGEMENT

PRODUCT DISCOVERY

IT RISK MANAGEMENT

AI PRODUCT MANAGEMENT

STAKEHOLDER ALIGNMENT

REGULATED INDUSTRY

TRAVEL EXPENSE REPORT

BUSINESS DEVELOPMENT

AGENTIC IDENTITY

CLIENT EXPERIENCE

SOLUTION WORKSHOP

QUANTITATIVE MODELING

TECHNICAL LEADERSHIP

RIESTER PENSION

FUND ADMINISTRATION

LARGE LANGUAGE MODELS

TECHNICAL CONTENT

BONUS APPLICATION

DATA GOVERNANCE

INTERNAL CONTROLS

REGULATORY FILING

CLIENT ENGAGEMENT

PROCESS IMPROVEMENT

PROCESS AUTOMATION

API INTEGRATION

FINANCE PARTNERSHIP

GERMAN LANGUAGE

KAPITALERTRAGSTEUER

ROADMAP PLANNING

BANKING-AS-A-SERVICE

STAKEHOLDER COMMUNICATION

FINANCIAL MARKETS

WM DATENSERVICE

TRANSFER MANAGEMENT

REDISTRIBUTION RIGHTS

CASH FLOW FORECASTING

SALES PROCESS OPTIMIZATION

ARCHITECTURE DIAGRAM

RETIREMENT SAVINGS

TAX COMPLIANCE MANAGEMENT SYSTEM

SECURITY ENGINEERING

AGILE METHODOLOGY

KNOWLEDGE MANAGEMENT

PROPOSAL WRITING

ARTIFICIAL INTELLIGENCE

ALLOWANCE MANAGEMENT

SUPPLY CHAIN SECURITY

GERMAN INVESTMENT TAX ACT

ICT RISK MANAGEMENT

SECURE CODE REVIEW

VENDOR MANAGEMENT

FINANCIAL REGULATION

EDGE CASE HANDLING

POST-TRADE OPERATIONS

RISK APPETITE FRAMEWORK

INCIDENT RESPONSE

TECHNOLOGY RESILIENCE

CAPITAL MARKETS

APPLICATION SECURITY

VPC SERVICE CONTROLS

ORACLE NETSUITE

TECHNOLOGY RISK

EVENT-DRIVEN ARCHITECTURE

DISTRIBUTED SYSTEMS

THOUGHT LEADERSHIP

REGULATORY FRAMEWORK

PROCUREMENT AUTOMATION TOOLS

MONTH-END CLOSING

SETTLEMENT FLOWS

BANKING TAX SYSTEMS

EXCHANGE RELATIONSHIP

NETWORK POLICIES

POLICY DEVELOPMENT

PENSION OPERATIONS

TRANSFER PRICING

CORPORATE ACTIONS

REGULATORY COMPLIANCE

STRATEGIC SOURCING

ENTITLEMENT SYSTEM

DEVELOPMENT TOOLING

PROJECT COORDINATION

CUSTOMER SUPPORT

SOLUTION DIAGRAM

AUDIT READINESS

GO-TO-MARKET STRATEGY

FINANCIAL SERVICES

INVESTOR REPORTING

INVESTMENT BANKING

CONSULTATIVE SELLING

FINANCIAL INDUSTRY

REGULATORY REPORTING

PRODUCT MANAGEMENT

LAKEHOUSE ARCHITECTURE

ENGLISH LANGUAGE

TEAM LEADERSHIP

BUSINESS CONTINUITY MANAGEMENT

CLIENT RELATIONSHIP MANAGEMENT

FRENCH POST TRADE MARKET

PRESS ANNOUNCEMENTS

RISK ASSESSMENT

LEGAL OPERATIONS