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Upvest Pitch Deck

Stage

Series B

Industry

Other

Year

2017

Updated

March 11, 2026

Raised

$62.6M

Company detail

Upvest provides a single investment API and digital infrastructure that allows businesses to build and offer customized investment products. Their modular design and comprehensive support, including licensing and vendor management, simplify the process of creating tailored investment experiences for customers. This pitch deck was used to raise $62,600,000 in a Series B funding round.