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Upwardly

upwardly.in

Founded Year

2016

Stage

Acquired | Acquired

About Upwardly

Upwardly is a personal finance and wealth management service, with a platform that can be used to research mutual funds, tax-saving ELSS, and other investment products.

Headquarters Location

1st Floor, Vittal Square, No. 1249, 24th Main 25th B Cross Road, Sector 2, HSR Layout

Bengaluru, 560102,

India

+91 73377 40002

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Expert Collections containing Upwardly

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

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

W

Wealth Tech

1,921 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.

F

Fintech

3,782 items

Upwardly Patents

Upwardly has filed 1 patent.

patents chart

Application Date

Grant Date

Title

Related Topics

Status

3/15/2011

3/19/2013

Association football forwards, Neuropsychological tests, Association football defenders, Baseball catchers, Cognitive tests

Grant

Application Date

3/15/2011

Grant Date

3/19/2013

Title

Related Topics

Association football forwards, Neuropsychological tests, Association football defenders, Baseball catchers, Cognitive tests

Status

Grant

Latest Upwardly News

Indian start-up Scripbox acquires competitor Upwardly

Aug 14, 2019

14th August 2019 Mutual funds online investment platform, Scripbox, has acquired competitor, Upwardly for an undisclosed sum, writes Jane Connolly. YourStory reports that the Bengaluru-based start-up views Upwardly as having a similar vision to its own. “As a combined team, we are looking forward to accelerating our mission to help a million Indian families retire with confidence,” says Scripbox founder and COO, Sanjiv Singhal. “The combined business is well-capitalised and has a demonstrated, sustainable revenue model.” Scripbox covers 1,200 locations in India Prateek Mehta, CEO and co-founder of Upwardly, comments: “We see a strong alignment on vision and what we want to achieve for our customers. We both feel that collaboration is better than competition as we go after this joint objective.” Scripbox reportedly has assets under management (AUM) of more than 1,100 crore rupees ($154.3 million) while Upwardly has 250 crore rupees ($35 million) plus AUM. Upwardly provides services to Indians and non-resident Indians at 700 locations in India and across five continents, with 75% of customers being first-time investors. Scripbox, founded four years earlier in 2012, covers 1,200 locations in India and similarly, has 70% first-time investors.

Upwardly Frequently Asked Questions (FAQ)

  • When was Upwardly founded?

    Upwardly was founded in 2016.

  • Where is Upwardly's headquarters?

    Upwardly's headquarters is located at 1st Floor, Vittal Square, No. 1249, 24th Main, Bengaluru.

  • What is Upwardly's latest funding round?

    Upwardly's latest funding round is Acquired.

  • Who are the investors of Upwardly?

    Investors of Upwardly include Scripbox, Suvo Sarkar, Anita Gupta and Sreeram Iyer.

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