Upside

Upside
Wealthfront for Registered Investment Advisors
Startup/business
San Francisco, California, United States United States
http://www.upsideadvisor.com
  • Overview
  • Team
  • Activities
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.




Ps_16876_756


Awards and Mentions
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