Upside
Location: San Francisco, California, United States United States
Founded in: 2013
Stage: Beta (public testing)
Number of employees: 6-15
Funding history:
- Date: 07/2014, Seed: $1.1 M (post valuation: undisclosed amount).
Investors: Noah Tutak, Suranga Chandratillake, Bruno Bowden, Elaine Wherry
Investment Firms: Cultivation Capital
Short URL: vator.co/upside
Followers (73)

Upside

Wealthfront for Registered Investment Advisors
Startup/business
United States United States
http://www.upsideadvisor.com
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Company description

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.



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Team
  • Tom Kimberly
    Tom Kimberly | Founder
    Co-founder @Upside • strategy, operations, product • financial services and retail investing @Barclays Bank, @McKinsey & Company • MBA, MA at @Yale, BA @Penn
  • Juney Ham
    Juney Ham | Founder
    Co-founder Upside • Airbnb Expedia Experian Shopzilla • marketing, product, growth, analytics, operations, engineering • Penn computer science
  • Elaine Wherry
    Elaine Wherry | Advisor
Competitive advantage

 

Investors
16877
Cultivation Capital is a venture capital firm managed by team of serial entrepreneurs. The firm's goal is to take revenue-generating businesses to the next level with help from the General Partners. The portfolio represents the best growth opportu...
Noah Tutak
Building cool things with smart people. Co-Founder Swim, EIR General Assembly, formerly Geni CEO, Yammer, MyHeritage
Investor Deafult Image
Sean Kell - Unconfirmed