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Acquired | Acquired

Total Raised




About Upside

Upside provides financial advisor software. It helps registered investment advisors beat the "robo-advisors" by leveraging technology and algorithms to advise, manage, and service clients who want next-generation investment services. The company's automated managed account platform uses technology and algorithms to advise, manage, and service clients who want next-generation investment services from their investment advisors. It was founded in 2012 and is based in San Francisco, California. On February 2015, Upside was acquired by Envestnet.

Headquarters Location

225 Bush Street

San Francisco, California, 94104,

United States


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Expert Collections containing Upside

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Upside is included in 2 Expert Collections, including Wealth Tech.


Wealth Tech

2,018 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.



7,985 items

US-based companies

Upside Patents

Upside has filed 3 patents.

The 3 most popular patent topics include:

  • Behaviorism
  • Bonds (finance)
  • Computer memory
patents chart

Application Date

Grant Date


Related Topics




Behaviorism, Data management, Network protocols, Computer memory, Identifiers


Application Date


Grant Date



Related Topics

Behaviorism, Data management, Network protocols, Computer memory, Identifiers



Latest Upside News

Paytm shares surge 5% after Q4 show. Should you buy or sell now?

May 8, 2023

Paytm shares surge 5% after Q4 show. SECTIONS By Rate Story Synopsis After the company reported strong January-March quarterly results, several top Indian and foreign brokerages took a view on the stock. Among foreign brokerages, Macquarie maintained an ‘outperform’ rating on the stock while Goldman Sachs took a ‘buy’ view. In the domestic pack Motilal Oswal has a ‘buy’ rating while Yes Securities has a ‘neutral’ stance on the counter. Reuters Shares of One 97 Communications which operates digital payments and financial services platform Paytm shot up nearly 5% in Monday's opening trade after the company significantly reduced its losses for the quarter ended March. The company’s consolidated net loss narrowed to Rs 168 crore from Rs 761 crore a year ago, and Rs 392 crore a quarter ago. Consolidated revenue from operations surged by nearly 52% year-on-year to Rs 2,335 crore. The earnings were announced on Friday after market hours. The stock has been on a roll and has gained nearly 12% over the past 6 trading sessions, including today. After the company reported strong January-March quarterly results, brokerage firm Macquarie maintained an 'outperform’ rating on the stock while Goldman Sachs took a ‘buy’ view. In the domestic pack Motilal Oswal has a ‘buy’ rating while Yes Securities has a ‘neutral’ stance on the counter. Should you buy, sell or hold Paytm's stock? Here's what analysts say: Discover the stories of your interest Goldman Sachs: Buy | Target: Rs 1,150 | Upside: 67% Brokerage firm Goldman Sach has maintained a buy rating on Paytm stating that Friday's Q4 earnings should largely put to rest debates around Paytm’s business model traction and profitability. It further said that the resolution of outstanding regulatory issues (ban on PPBL and online merchant onboarding) as the next set of catalysts for the stock. “Paytm’s revenue growth profile is in line with its India Internet peers, with profitability higher, and valuations that are at the lower end against its peers,” it said. "We see risk-reward as skewed to the upside, with 103% potential upside in a bull case versus 17% downside in a bear case. With an unchanged 12m SOTP/DCF-based target price of Rs 1,150," it added. Macquarie: Outperform | Target: Rs 800 | Upside: 21% Macquries initiated an outperform rating on Paytm with a price target of Rs 800. Thr brokerage said that Paytm reported EBITDA before ESOP costs at Rs 230 crore which was higher than estimated (Rs 160 crore) by the brokerage firm largely because of higher UPI incentive fees. However, Macquarie pointed out a few headwinds in its note on Paytm. Structural challenges like BNPL (buy now pay later) models remain it said noting that they have failed across the world including India. Though PayTM does not carry any balance sheet risk on the loans originated, it carries significant business and reputation risk, it said further. "Few months of bad performance could result in lenders withdrawing their credit lines, significantly affecting its ability to grow," Macquarie said. "There are risks related to competition as well as regulatory issues as PayTM frequently seems to be facing regulatory ire for lapses on its part," it added. Citi: Buy | Target: Rs 1,144 | Upside: 66% City has revised its price target upwards on Paytm to Rs 1,144 from Rs 1,103 estimating an upside of 66% upside. "Our SOTP-derived TP implies 39X EV/Adj EBITDA on March 2026E (CMP: 22X)," it said. "Despite competition, Paytm continues to be ramping up growth as well as monetisation while taking leadership in new product development (devices, UPI-Lite etc. )," it added. Motilal Oswal: Buy | Target: Rs 900 | Upside: 31% Motilal Oswal estimates Paytm to achieve EBITDA breakeven by FY25 and value Paytm based on 18X FY28E EV/EBITDA and discount the same to FY25E taking a discount rate of 15%. It values the stock at Rs 900 which implies 4.5X FY25E P/Sales. Yes Securities: Neutral | Target: Rs 750 | Upside: 9% Yes Securities maintained neutral stance on Paytm with a revised price target of Rs 750. It values the stock at 4.3X FY24 P/S to arrive at our price target of Rs 750. Dolat Capital: Buy | Target: Rs 1,250 | Upside: 81% Dolat Capital intitated a buy rating with a target price of Rs 1250. "Improving monetisation and large underpenetrated user base provide continued run-way for growth," Dolat said in a note. "Sustained focus on profitability affirms brokerage's positive stance on Paytm’s ability to leverage its scalable fintech platform," it added. (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times) Don’t miss out on ET Prime stories! Get your daily dose of business updates on WhatsApp. click here! Monday, 08 May, 2023 The Centre is likely to make windfall gains by way of annual dividend receipts from the Reserve Bank of India (RBI), which is estimated to have garnered substantial profits in foreign-currency trading and by lending to the local banking system after the rise in policy rates and liquidity drainage prompted high-street lenders to borrow more from the RBI.

Upside Frequently Asked Questions (FAQ)

  • When was Upside founded?

    Upside was founded in 2012.

  • Where is Upside's headquarters?

    Upside's headquarters is located at 225 Bush Street, San Francisco.

  • What is Upside's latest funding round?

    Upside's latest funding round is Acquired.

  • How much did Upside raise?

    Upside raised a total of $1.2M.

  • Who are the investors of Upside?

    Investors of Upside include Envestnet, SixThirty, Elaine Wherry, Bruno Bowden, Cultivation Capital and 4 more.

  • Who are Upside's competitors?

    Competitors of Upside include Betterment.

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