Total Funding
19
Total FundingVenture - Series Unknown raised
Growth Score
pts
Heat Score
2 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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217610
Upside Financial is an SEC-registered investment advisor providing brokerage services.
Acquired by 
Envestnet
About the Company
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, practice analytics in an intuitive design-led user interface.
East Asian Founded
East Asian Led
