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What is Upvest?

By leveraging our Investment API, you can craft investment solutions that will significantly resonate with your users. They can start their investment journeys with a minimum of just 1 EUR, as our platform facilitates fractional investments seamlessly. Users are empowered to place fractional orders instantly, while we handle all the complex processes behind the scenes. Upvest offers not only a specialized trading license but also ensures that you navigate the regulatory landscape effortlessly. The approach of fractional investments promotes inclusivity and is designed to cater to a wide range of investor profiles. You are able to combine stocks and ETFs within a single, unified portfolio, with plans already in motion to incorporate cryptocurrency assets in the near future. Furthermore, you can set up and oversee personalized rebalancing triggers, allowing for tailored portfolio configurations that enhance user interaction through options like recurring savings and withdrawal plans. By utilizing these innovative features, you can provide a vibrant investment experience tailored to individual needs, fostering sustained engagement and encouraging long-term investment behaviors. Ultimately, this creates a more engaging platform that not only meets user expectations but also drives growth in your investment ecosystem.

What is Public?

Investing in stocks allows you to not only grow your wealth but also to tap into the collective knowledge of other investors. The stock market has evolved into a social hub where individuals can engage with like-minded people, discover promising companies for investment, and contribute varying amounts of capital. Our mission is to make the stock market accessible to everyone by fostering a friendly, educational, and enjoyable environment. Public functions as a social investment network, enabling users to buy fractional shares of stocks and ETFs, connect with influential thought leaders, and share ideas within a dynamic community of investors. By promoting collaboration, Public reimagines the stock market as a learning environment that empowers you as you progress through your investment journey. As you interact with others, you'll not only improve your knowledge but also feel more confident in making savvy decisions about your financial future, ultimately leading to a more informed and proactive approach to investing.

Media

Media

Integrations Supported

Massive
Numeric
Orum.io

Integrations Supported

Massive
Numeric
Orum.io

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Upvest

Date Founded

2017

Company Location

United States

Company Website

upvest.co

Company Facts

Organization Name

Public.com

Date Founded

2019

Company Location

United States

Company Website

public.com

Categories and Features

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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