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
View Top Employees from Upside (acquired)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 |
Looking for a particular Upside (acquired) employee's phone or email?
Upside (acquired) is based in San Francisco, California.