Upvest is a fintech company that provides investment infrastructure through a single API. It helps banks, brokers, and wealth managers offer investment products with trading, custody, and back-office services.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Latest Price
$640M
Series C, Dec 2024, Perplexity
UpMarket Estimate
$608M
Based on UpMarket valuation model
Previous Price
$640M
Series C Dec 2024
How to Invest in Upvest Through UpMarket
Upvest shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Step 01
Verify accredited investor status
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
Step 02
Create an UpMarket account
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
Step 03
Review available Upvest offerings
Full offering memoranda and risk disclosures provided before any commitment is required.
Step 04
Complete subscription documents
Review and sign subscription agreement. All documents handled digitally through the platform.
Step 05
Fund your investment
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
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Valuation Growth Over Time
Post-money valuation by round
Previous roundsMost recent
Date
Round
PPS (split-adj.)
Valuation
2026
Series C
$640M
Dec 2024
Series C
$640M
2022
Series B
$360M
Upvest Revenue and Growth
Annual revenue
Why Investors Are Watching Upvest
Growth Signal
Upvest raised $125M to expand investment infrastructure
Upvest announced a $125 million funding round, including $90 million in equity led by Sapphire Ventures and Tencent, to expand its investment infrastructure. The company said the capital will support scaling its platform across Europe and beyond.
Competitive Moat
Modular API platform targets banks, brokers, and asset managers
Dealroom describes Upvest as an investment infrastructure startup that lets financial institutions integrate investment products through a modular, scalable API. Notion Capital says the company provides modern securities infrastructure for banks, brokers, and asset managers via its API platform.
Market Opportunity
Upvest is tapping Europe's underpenetrated investing market
Upvest says Europe is one of the world's largest economies, yet only a small percentage of consumers invest, creating room for broader access. A 2026 hiring post says the company aims to bridge the wealth gap by reducing complexity and increasing access through familiar fintechs and financial institutions.
Interested in Upvest stock? Fill out the form above or sign up directly. Subject to availability. Accredited investors only.
UpMarket curates and conducts independent diligence on every investment opportunity before it reaches the platform.
Strategy, fees & legal reviewed in full
We review every offering's strategy, risk management, liquidity, fees, valuation methodology, tax matters, and all third-party providers — legal counsel, auditor, administrator, and custodian.
Disciplined managers only
We offer investments exclusively from disciplined managers that pursue unique strategies across an array of asset classes.
Built around your objectives
Our goal is to empower you to build a portfolio that best meets your individual investment objectives.
No. As of March 2026, Upvest is a private company and does not trade on any public stock exchange. Accredited investors can access Upvest shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Upvest does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Upvest shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered alternative investments since 2019.
Pre-IPO investments carry significant risks. Upvest shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Upvest provides investment infrastructure through a single API for banks, brokers, and wealth managers, generating $20M in 2025 revenue, after raising $125M to expand across Europe — accredited investors can access Upvest stock through UpMarket.