Stage: Revenue generating
Number of employees: 6-15
Investors: Noah Tutak, Suranga Chandratillake, Bruno Bowden, Elaine Wherry
Investment Firms: Cultivation Capital
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.