Upvest Revenue, Valuation, Funding & Investors

Pontera is a New York-headquartered fintech platform enabling registered investment advisors and broker-dealers to manage held-away retirement accounts in 401(k)s and IRAs. Founded in 2012 as FeeX, it optimizes over $20 billion in assets for clients including MassMutual and Raymond James. The technology applies tax-efficient trading strategies, recovering over $1 billion in hidden fees for users across 100-plus financial institutions.

Vise is a New York-headquartered fintech company founded in 2016 automating investment management for financial advisors via AI. Its platform handles personalized portfolio construction, rebalancing, tax optimization, and client reporting, allowing advisors to prioritize relationship-building while serving clients with customized strategies across asset classes.

Bravura Solutions Ltd is engaged in the development, licensing and maintenance of specialized administration and management software applications as well as the provision of professional consulting services. It has two operating segments: Wealth Management and Funds Administration. The company generates maximum revenue from the Wealth Management segment. Wealth Management segment platforms provide end-to-end processing to support all back-office functions relating to the daily management of superannuation, pensions, life insurance, investment, private wealth and portfolio administration. Geographically, it derives a majority of revenue from Australia and also has a presence in the UK, New Zealand, and Other Countries.

CAPTRUST is a Raleigh, North Carolina-headquartered independent registered investment advisor that delivers retirement plan advisory, wealth management, and financial planning services. The firm advises over 3,000 retirement plans covering 11 million participants and serves endowments, foundations, and high-net-worth individuals. CAPTRUST specializes in fiduciary governance, investment policy development, and fee benchmarking for defined contribution and defined benefit plans. Registered with the SEC since 2006, it operates through offices across the United States, including Texas, California, and Florida.

Global Infotech Co Ltd is one of the leading financial information software product and integrated service provider in China. The products and solutions include - EasyLoan Credit Management System, EasyIBS new core business system, Credit asset classification system, Fund transfer pricing overall plan, Point management system, EasyCard Bank Card System, and others.

Sunyard Technology Co Ltd provides end-to-end professional solutions and products for financial institutions mainly in the banking industry. It specializes in financial payment terminals and financial card machines. It is engaged in the research and development, production and sales of financial information security products and payment and information security solutions.

Sinodata Co Ltd is a software and information service company. The firm is mainly engaged in the design and development of the software applications and platforms for banking and other financial institutions. The company focuses on the internet banking cloud platform, financial asset trading platform, supply chain financial service platform, an e-commerce platform, and mobile payment operations.

Celo is an open blockchain platform designed for fast, secure digital payments to mobile phone numbers. Its ecosystem includes the Celo blockchain, the CELO token, and the cUSD stablecoin, along with a mobile wallet that lets users send peer-to-peer transfers using phone numbers, with early adoption in markets such as Kenya, Tanzania, and Argentina. The platform has since expanded beyond payments to support trading, lending, borrowing, and saving applications built by third-party developers.

Iress develops software for the financial-services industry, operating in multiple regions and servicing clients ranging from small retail to large institutional businesses. Its core business unit, mainly in Australia, generates most of the company's earnings and free cash flows. Iress expanded into noncore markets through acquisitions, ultimately eroding returns and margins, with free cash flows from the core business invested in the noncore businesses. Its recent strategy includes reprioritizing growth in the core Trading and Market Data and Wealth businesses, and divesting/monetizing noncore assets. We view this renewed focus on its core business as a positive, as it will help maintain Iress' economic moat.

M2P Fintech is a Chennai-based banking infrastructure provider, founded in 2014, offering API-based Banking-as-a-Service tools including digital payments, credit card issuance, core banking, buy-now-pay-later, and lending platforms such as Finflux. It lets banks, lenders, fintechs, and consumer-tech companies launch branded financial products while meeting local regulatory requirements, and it operates across more than 30 markets in Asia Pacific, MENA, and Oceania, supporting over 200 banks and 300 lenders.

10X Banking is a Johannesburg-headquartered digital bank offering personal finance products like savings accounts, credit facilities, and investment options via mobile app. It partners with traditional banks for backend infrastructure while providing seamless user interfaces for budgeting and payments. Targeted at underserved South African consumers, the platform incorporates behavioral nudges for financial wellness.

Unit21 is a San Francisco-headquartered no-code platform for fraud detection and compliance. Founded in 2018, it provides APIs and dashboards for transaction monitoring, KYC, AML screening, and case management across fintech, crypto, and e-commerce. The platform processes millions of events daily using machine learning models trained on financial crime patterns.

Fenergo is a Dublin-headquartered SaaS provider of client lifecycle management software tailored for corporate, investment, and private banks worldwide. The platform integrates front- and middle-office operations, covering compliance requirements like KYC, CDD, AML, MiFID II, FATCA, and Dodd-Frank, alongside legal entity data management, product onboarding, collateral management, client servicing, and credit mitigants. Major financial institutions rely on Fenergo to accelerate onboarding processes, reduce setup times, and ensure consistent client experiences. In 2022, Chartis Research awarded Fenergo wins in three RiskTech100 categories and elevated it to 29th place among global risk and compliance technology leaders.

Juni is a Stockholm-headquartered fintech company developing a banking platform and app for e-commerce and online marketing entrepreneurs. The service handles payments, treasury, foreign exchange, and lending to support business scaling in digital commerce.

Fujian Apex Software Co Ltd is a China based professional platform-based software company and application solutions provider. It offers software services like business process management (BPM) for different areas including financial securities, including securities and futures and funds, banks and trusts, electronic trading and private equity fund, and business and education.

Upstage is a South Korean artificial intelligence company headquartered in Yongin, with a U.S. office in San Jose. Founded in 2020, it builds enterprise generative AI products including the Solar family of large language models and document processing technology such as document parsing, automated task execution, and a Universal Information Extractor. Its tools are used by large enterprises including Samsung, as well as Korean insurance firms and government institutions.

Sardine is a risk management platform leveraging AI and machine learning for financial services firms. It detects fraud, assesses credit risks, and ensures compliance in digital banking and payments. San Francisco-headquartered Sardine serves fintechs and banks navigating online transaction threats.