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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 Securitize?

You now have the opportunity to establish a platform where fresh investors and committed customers can invest in your brand during the gaps between fundraising initiatives, while concurrently offering employees and shareholders a means to achieve liquidity. This strategy not only boosts capital formation by attracting a wider investor base but also addresses the growing trend of companies staying private for longer durations, making it crucial to provide liquidity options to employees as a way to draw in and keep top talent. By incorporating the Securitize Markets 'Sell Equity' feature into your HR portal, your workforce will have the chance to divest their equity holdings, while loyal customers and investors can be granted opportunities to acquire equity in your company. Make use of the Securitize 'Invest' button on your Investor Relations webpage, in conjunction with Securitize Markets, to streamline the process for new investors looking to trade your digital asset securities. Create a customized investor experience through a dedicated landing page that showcases informative videos, NAV data, announcements, and links to virtual investor presentations that highlight your company and its assets, which will ultimately encourage a more engaged and knowledgeable investor community. This forward-thinking strategy not only promotes transparency but also cultivates deeper connections between your brand and its diverse stakeholders, ensuring sustainable growth and collaboration in the future. Embracing this approach could position your company advantageously in the evolving investment landscape.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Securitize

Date Founded

2017

Company Location

United States

Company Website

securitize.io/secondary-trading

Categories and Features

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