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Upside 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 fully-automated, white-labeled managed account platform provides advisors with paperless account opening, portfolio selection, automated trading and rebalancing, client and advisor portals, and practice analytics in an intuitive, design-led user interface.

Upside 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 fully-automated, white-labeled managed acc...Show all

Company (Acquired)

Phone: 888-506-1850

Fax:

225 Bush Street

San Francisco, 94104
California, United States

Latest News

See more competitors data Competitors
Total Funding Date of Last Funding
Upside $1.2M Feb 26, 2015
Wealthfront $204.5M Jan 4, 2018
Betterment $275M Jul 21, 2017

Web Traffic

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Engagement (PVPU)

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SEO Statistics

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Web Traffic Statistics - Growth

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Investors

Investor Investor Type Location Participating Rounds
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Board Members

Competitors

Company Status Description Investors

Patents

Title Application Date Patent Date Status
(Patent / Application)
Systems and methods for short identifier behavioral analytics Feb 08, 2017 Application