UPSIDE
Upside helps registered investment advisors beat the โrobo-advisorsโ by leveraging technology and algorithms to advise, manage, and service clients who want next-generation investment services. The companyโs 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
Email Addresses:
[email protected]
Total Funding:
1.2 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible GoDaddy DNS Person Schema Google Google Cloud Gravatar Profiles OpenResty Google Adsense Google Cloud Global Multi-Region
Similar Organizations
RTO Energy Trading
RTO Energy Trading specializes in providing energy investment and trading services.
Renovate America
Renovate America is leading the way in making homes and communities more energy and water efficient.
National Funding
National Funding: the financial technology solution for businesses nationwide. We provide capital, financing, and other merchant services.
Nucleus Commercial Finance
Nucleus Commercial Finance combine the financial expertise and credit facilities of a traditional high street bank .
Vexi
Vexi issues, operates and processes credit cards for young people on a mission to make credit accessible
VoloAgri Group
VoloAgri is an ag-tech company that provides plant breeding and plant genetics services.
Vistra Group
Vistraโs specialist colleagues provide tailored trust, fiduciary, fund and corporate services.
Valid8 Financial
Valid8 Financial offers financial services investigations by extracting and reconciling banking transactions from any PDF statement.
MarketX
MarketX is an online investment platform revolutionizing access to the private equity market.
Meridian Credit Union
Meridian Credit Union is a financial services company. It is the largest credit union in Ontario.
Mandarinfish
Mandarinfish provides portfolio management for pooled investment vehicles.
Longbridge Financial
Longbridge Financial is a provider of reverse mortgage services used to help homeowners to reshape their financial future.
Landed
Landed helps essential professionals buy homes and build financial security near the communities they serve.
Arbitency
We ignite opportunity by making digital markets efficient.
Arohan Financial
Arohan Financial provides loans to individuals.
AntMoney
AntMoney is an Embedded investment functionality platform that provides investment advisory services.
Expensify
Expensify is a financial services company that provides an online expense management service for businesses.
BrightScope
BrightScope is a financial information company providing services for retirement planning and wealth management through web-based software.
B. Riley Financial
B. Riley Financial is a diversified provider of financial and business advisory services.
Benzinga
Benzinga is a financial news and analysis service providing timely, actionable insights for investors.
blooom
blooom is a online investment advisor that manages employer sponsored retirement accounts (401k, 403b, TSP) for individual clients.
Beanstalk Network
Beanstalk Network is a research and development company for privacy preserving financial transactions.
Falcon Insurance Group
Falcon Insurance Group is an insurance company that offers personal car insurance regardless of an insuredโs driving history.
FE CREDIT
FE CREDIT is a consumer finance market that provides consumer lending services.
Figtree Financing
The Figtree OnDemandPACE Program provides PACE
Fairmint
Fairmint, Community ownership made easy.
Fantex
Fantex is a financial service company creating a non-correlated asset category with stocks tied to the earnings of professional athletes.
The Money Club
The Money Club wants to make saving, investing and borrowing money more efficient.
Tree Fintech
Tree Fintech is an online platform that provides credit loan services.
Theorem
Theorem uses data science and machine learning to invest in marketplace lending loans, profitably managing over $800mm in assets.
tastytrade
Tastytrade is a financial media company that offers trade and finance-related edutainment content for traders and investors.
Unifimoney
Multi asset digital wealth management platform for Community Banks and Credit Unions.
Wallaby Financial
Wallaby Financial helps consumers get the most out of their credit cards by optimizing usage based on individual preferences.
Waizer
Waizer offers digital investment advice and discretionary portfolio management.
Waha Capital
Waha Capitalโs principal investment and co-investment interests span various sectors, including aircraft leasing, offshore oil and gas
Synchrono Group
Synchrono Group is a state-of-the-art, digital underwriting and professional services.
Social Finance
Social Finance focuses on mobilizing capital to drive social progress.
SRS Acquiom
SRS Acquiom manages complex financial transactions within mergers & acquisitions and bilateral or syndicated loan deals.
Stockspot
Stockspot is Australia's growing automated investment adviser and fund manager
StockStory
StockStory algorithmically generates written reports providing investment advice for individual stock investors.
Dekrypt Capital
Dekrypt Capital is a Investment firm focused on core blockchain infrastructure, privacy-preserving protocols, and early-stage ventures.
Hersha Hospitality Trust
Hersha HospitalityTrust is a self-advised real estate investment trust in the hospitality sector.
Harbor Group International
Harbor Group is a real estate investment firm that manages property portfolios including office, retail, and multifamily properties.
HighTower Advisors
HighTower is a financial services company providing solutions for high-net-worth and institutional clients.
IRA Financial Group
Financial Technology Retirement Plan Custodian and Facilitator of Alternative Assets
Island Pay
Bringing financial inclusion to the Caribbean region through digital payment technology.
GeoWealth, LLC
GeoWealth is an end-to-end technology platform and turnkey model marketplace.
Gainfully
The platform for empowering financial professionals.
Genesis Financial Solutions
Genesis Financial Solutions provides consumer financing options for merchants and service providers in the United States.
GradFin
GradFin is a student loan benefit program with the mission the help your employees repay their student loans faster
Oasis International Group
Oasis International Group is a Cayman Island corporation with subsidiaries in New Zealand and Belize.
OAREX Capital Markets, Inc.
Fast, flexible, risk-free funding for digital media. Need to access capital? Sell us your invoices.
X1 Card
X1 Card manufactures a smart credit card made with 17 grams of sleek, stainless steel.
Cambrian Asset Management
Cambria Asset Management is a quantitative investment firm for digital assets
Credit Sudhaar
Credit Sudhaar is a credit health management company which reviews credit scores of individuals and helps them improve it.
Capital Source 2000
Capital Source 2000 is dedicated to enhancing a business's productivity while providing the best quality of service.
Cedar Capital
Cedar Capital delivers innovative investment solutions.
CURO Financial Technologies
CURO provides payday and installment loans to non-prime consumers.
C2 Ventures
C2 Ventures: Investment and Advice from the Trenches
ConnectPay
ConnectPay specializes in payroll and tax compliance services.
CrediQ
CrediQ offers vehicle financing services to customers.
Cultivo
Cultivo is a developer of an environment-based investment platform to unlock investment to restore nature and generate ecosystem services.
Point72
Point72 invests in multiple asset classes and strategies worldwide.
Plus500
Plus500 is a global financial firm providing online CFDs trading services.
Pensionmark Financial Group
Pensionmark Financial Group is an investment adviser that is affiliated through common ownership with Pensionmark Securities.
YooMoney
YooMoney is an electronic payments service that offers safe, reliable, and easy methods of paying online for users.
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
Official Site Inspections
http://www.upsideadvisor.com
- Host name: ec2-18-119-154-66.us-east-2.compute.amazonaws.com
- IP address: 18.119.154.66
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago