Upvest 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, maintenance, and hosting of specialised administration and management software applications and the provision of professional consulting services for the Wealth Management and Funds Administration sectors of the financial services industry, internationally. The Company operates through two reportable segments: EMEA, which generates maximum revenue, comprising Europe and South Africa domiciled clients managed by a regional CEO, and APAC, comprising Australia and New Zealand domiciled clients managed by a regional CEO. EMEA provides both Wealth Management and Funds Administration products to customers. The Company generates maximum revenue from Australia.

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.

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.

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.

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.

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.

Alfa Financial Software Holdings PLC provides software and services to the auto and equipment finance industries. Alfa Systems, its technology platform, supports both retail and corporate business for auto, equipment, wholesale, and dealer finance on a multijurisdictional basis, including leases/loans, originations, and servicing. An end-to-end solution with integrated workflow and automated processing using business rules, it provides compelling solutions to asset finance companies. The company generates a majority of its revenue from the United Kingdom and the rest from the United States and other regions.

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.

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.

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.

Omnio is a fintech provider of white-label banking and payment platforms headquartered in London. Formed in 2018 through the merger of PCT and Tuxedo Money Solutions, it delivers cloud-based services including digital wallets, card issuing, and account management to businesses in Europe, Australia, North America, and Africa. The company supports enterprises and governments with compliant financial products such as remittances and lending solutions.