Upwealth is a B2B2C digital asset infrastructure platform for U.S. banks, credit unions, and RIAs. We enable financial institutions to offer crypto SMAs, tokenized assets, and yield products directly inside their client apps, supported by AI-driven portfolio tools and a bank console for compliance, treasury, and execution. Upwealth was formerly registered with the U.S. SEC as an RIA and is currently registered with the AMF in France as a DASP/PSAN, ensuring dual compliance for institutional partners.
| Website | https://upwealth.io/ |
| Employees | 7 (2 on RocketReach) |
| Founded | 2020 |
| Industry | Financial Services |
| Keywords | Robo Advisor, Wealth Management Platform, Investment Platform, Digital Asset Management, Financial Advisor Technology, Portfolio Management, Financial Technology, Separately Managed Accounts, Automated Investing, Alternative Investments, Ai Investing, Asset Allocation, Cryptocurrency Investment, Web3 Investment, Investment Management Software, Algorithmic Trading, Blockchain Technology Finance |
| Competitors | Fidelity Investments, Schwab Advisor Services, SoFi, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Stash, Ellevest +38 more (view full list) |
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Upwealth Questions
Dmitriy Alymov is the VP of Software Engineering of Upwealth.
2 people are employed at Upwealth.
Upwealth is based in Miami, Florida.
Top Upwealth Employees
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Dmitriy Alymov
VP of Software Engineering at Upwealth
Batumi, Adjara, GE1 -
George Viazemsky
Senior Software Engineer at Upwealth
Miami, FL, US1
