Upside (acquired) Information

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Upside was acquired by Envesnet (NYSE:ENV) in February 2015. 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, and practice analytics in an intuitive, design-led user interface. http://www.envestnet.com/advisornow

Website	http://www.upsideadvisor.com
Employees	1 (0 on RocketReach)
Founded	2012
Address	340 Ritch St. # 6, San Francisco, California 94107, US
Technologies	JavaScript , HTML , jQuery +15 more (view full list)
Industry	Investment Management
Keywords	Financial Planning Software, Wealth Management Platform, Algorithmic Investing, Portfolio Management Tools, Digital Advice Platform, Next Generation Investing, Advisor Technology Solutions, Financial Technology Solutions, Investment Management Software, Client Onboarding Software, Wealthtech, Fintech, Technology For Advisors, Investment Advisory Services

Upside (acquired) Questions

Where is Upside (acquired) based?

Upside (acquired) is based in San Francisco, California.

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