Embedded-finance provider tracked in the Embedded Finance Index — disclosed by 1 company across 1 category.
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Founded 2017 as Tokn UG, an early crypto/tokenization play. Pivoted to become an Investment API provider — a B2B2C 'take our license' platform that lets neobanks (N26, Revolut, Bunq, Vivid, Raisin) embed stocks, ETFs, mutual funds, and savings plans without taking on brokerage, custody or settlement licensing themselves. Operates as a BaFin-regulated investment firm in Germany with UK FCA authorization since 2024, expanding into money market funds for SMB platforms (SumUp 2026) as treasury yield becomes the next embedded product layer.
Other Retirement / Wealth providers in the index, by the number of companies that disclose them. A count of public disclosures, not a ranking of the products.
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alt="Ranked #37 of 38 in Retirement / Wealth — Embedded Finance Index 2026">
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<img src="https://www.embeddedfinanceindex.com/api/badge/upvest/install" width="1" height="1" alt="" style="display:none">1 company is linked to Upvest in the Embedded Finance Index 2026, through their own public disclosures or Upvest's published customer list, including Revolut.
Upvest is an embedded-finance provider in Retirement / Wealth. It ranks #37 of 38 Retirement / Wealth providers by linked companies.
The most-named Retirement / Wealth alternatives to Upvest are Drivewealth (17 buyers), Vestwell (15 buyers), guideline (12 buyers), Betterment at Work (6 buyers), Atomic Brokerage (4 buyers) and betterment (4 buyers).
Upvest was founded by Martin Kassing and is founded in 2017, headquartered in Berlin, Germany.
Upvest has raised ~$230M+ in total.
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