Upvest's Investment API is a cloud-native platform for brokerage, settlement and custody across Europe and the UK.
The Investment API is Upvest's modular, API-first platform that financial institutions plug into existing infrastructure to run brokerage, settlement and custody for investment products. It provides access to 100,000+ instruments with native fractional investing, portfolios and savings plans across 20+ European and UK markets.
The platform bundles BaFin/FCA regulatory licences with automated middle- and back-office operations and localised tax wrappers such as Germany's Altersvorsorgedepot and the UK's GIA, ISA and SIPP, letting banks, brokers and fintechs launch compliant investment products from a single integration.
| Attribute | Investment API | Brokerage Services | Broker API | |
|---|---|---|---|---|
| Provider |  |  |  | |
| Founded | 2017 | 2020 | 2015 | |
| Sells To | B2B | — | Enterprise | |
| Pricing Model | B2B SaaS | — | Transactional | |
| Ownership | Venture-backed | Venture-backed | Venture-backed |
Provider
Founded 2017
Sells To B2B
Pricing Model B2B SaaS
Ownership Venture-backed
Provider
Founded 2020
Sells To —
Pricing Model —
Ownership Venture-backed
Provider
Founded 2015
Sells To Enterprise
Pricing Model Transactional
Ownership Venture-backed
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Embedded digital investing for credit unions and community banks.
API product for investment account balances, holdings, and transactions.
Multi-asset investing platform for stocks, bonds, crypto, and options.
API for brokerage account data retrieval and order placement.
SPVs & Funds lets managers launch and run SPVs and multi-asset funds with automated calls and K-1s.
Digital wealth platform for institutions and advisors.
Unified API to connect retail brokerages for accounts, positions, and trading.
getquin's platform tracks net worth and portfolios across linked accounts in EUR.
A multi-agent platform that synthesizes global investment signals for institutional research teams.
Marketplace where advisors discover and transact alternative investment funds on CAIS.
White-label mutual fund software for Indian distributors and IFAs with bulk transactions, back-office, and mobile access.
Platform for launching and administering European private-markets investment vehicles and funds.
Finary's crypto brokerage lets French investors buy, transfer, and store cryptoassets.
Portfolio and data platform Addepar provides for wealth managers and advisors.