Startups
Upside was acquired by Envesnet (NYSE:ENV) in February 2015.
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.
http://www.envestnet.com/advisornow
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.
http://www.envestnet.com/advisornow
Overview
Location
United States, California, San Francisco
Employees
1-10
Total raised
$1.1M
Founded date
2012
Funding Rounds 1
| Date | Series | Amount | Investors |
| Sign up to see | Sign up to see | Sign up to see | Sign up to see |
Mentions in press and media 3
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Jul 16, 2014 | Upside, the anti robo-advisor, raises $1.1M | Upside helps financial advisors compete against automated tools like Betterment and Wealthfront When it comes to investing in the market, technology has certainly made it easier on the user side of the business. Whereas you used to have to ... |
| Jul 14, 2014 | Upside Raises $1.1M To Help Investment Advisers Compete Against Wealthfront, Betterment And Co. | In the world of personal finance, robo-advisers like Betterment, Wealthfront and FutureAdvisor are all the rage now. They invest your money in low-fee index funds for you and reshuffle your portfolio as necessary. That’s a problem for the 1... |
Reviews 0
FAQ about Upside (acquired)
When was Upside (acquired) founded?
Upside (acquired) was founded in 2012.
How much funding has Upside (acquired) raised?
Upside (acquired) has raised $1.1M in total across 1 funding round.
What has the press written about Upside (acquired)?
Parsers VC has collected 3 articles mentioning Upside (acquired), among them “Upside, the anti robo-advisor, raises $1.1M” (Jul 16, 2014) and “Upside Raises $1.1M To Help Investment Advisers Compete Against Wealthfront, Betterment And Co.” (Jul 14, 2014).
Is Upside (acquired) still active?
Yes, Upside (acquired) is active; its latest activity on Parsers VC dates from Jul 16, 2014.