About

Upwealth is a pioneering fintech company revolutionizing the way individuals and wealth managers invest in digital assets like cryptocurrencies. Founded in 2020, Upwealth provides a unified platform that combines investment strategies, portfolio management tools, and financial advisory services for both retail investors and professional wealth managers.

At its core, Upwealth aims to democratize access to crypto investing through its innovative solutions. For retail investors, the platform offers user-friendly portfolio builders, automated investing tools, a multi-asset portfolio tracker supporting over 300 protocols/wallets/exchanges, and professionally managed separate managed accounts (SMAs). Wealth managers benefit from advanced functionalities like compliant client onboarding, integrated KYC/AML solutions, multi-strategy provider integration, performance reporting, and secure custody options.

What sets Upwealth apart is its fully integrated, end-to-end technology solution developed entirely in-house. The proprietary algorithms and trading infrastructure provide robust security, compliance, and capital efficiency. Upwealth is a regulated digital asset service provider registered with France's AMF and the SEC in the US as a Registered Investment Advisor (RIA).

With an experienced founding team sporting extensive fintech, blockchain, and asset management expertise, Upwealth is well-positioned to capitalize on the rapidly growing $60B+ market for crypto investment solutions in the EU and US. The company's revenue model includes transaction fees, advisory fees on managed portfolios, interest on staked assets, and premium subscription fees.

Upwealth is committed to making crypto investing accessible, secure, and performant for investors of all sophistication levels through its innovative wealth tech platform.