Upside (acquired)

📍 San Francisco, United States🗓 Founded 2012💰 Last funded Apr 2013
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
1
Total investors
1
Early stage
0
Mid stage
0
Late stage
2012
Founded
Investor geography1 country
United States
1
Frequently asked questions
Who invested in Upside (acquired)?
Upside (acquired) has 1 investors on record on gritt.io, including 1 early-stage backers.
When did Upside (acquired) last raise funding?
The most recent investment in Upside (acquired) recorded on gritt.io was in April 2013.
When was Upside (acquired) founded?
Upside (acquired) was founded in 2012.
What industry is Upside (acquired) in?
Upside (acquired) operates in Investment Management. Find similar Investment Management investors on gritt.io.
Where is Upside (acquired) based?
Upside (acquired) is headquartered in San Francisco, United States.