Upvest enables businesses to build great investment experiences for their end users. They provide a single Investment API and digital infrastructure to streamline the investment process, allowing customers to focus on their core business.

Ivan Morozov

Jesper Noehr

Martin Kassing

Tobias Auferoth

Upvest

Compexx Finanz AG provides comprehensive financial consulting services, focusing on areas such as retirement planning and interest benefits, with over 80,000 customers serviced by more than 300 financial managers and experts.

Compexx Finanz AG

Naspa is involved in providing banking services including private banking, corporate banking, loans, financing, and real estate services.

Naspa

Offer investments to your end users via our Investment API. Regulatory licenses included.

Investitionsbank Berlin

10x Group

HV Capital

Speedinvest

Earlybird Venture Capital

ABN AMRO Ventures

Notion Capital

Partech

Bessemer Venture Partners

Maximilian Tayenthal

We are excited to announce that Upvest partners with BlackRock to make investing more accessible for millions of Europeans! As part of the partnership, #BlackRock participated in Upvest’s €30m funding round alongside Upvest's existing investors Bessemer Venture Partners, HV Capital, Earlybird Venture Capital, Notion Capital, ABN AMRO Ventures, and 10x Group. 🚀

BlackRock’s broad asset management expertise and leadership in ETFs combined with Upvest’s efficient investment API can power investment offerings for millions of investors. 🤝

👉 https://lnkd.in/eh8MhPxx

We recently unveiled our latest partnership with Raisin Bank AG! 🙌

With the combined strengths of Raisin Bank and Upvest, we are committed to driving innovation and unlocking new opportunities in the #fintech space. 🤝

As we embark on this exciting journey together, Mirko Siepmann, a Member of the Board of Raisin Bank, shares his thoughts on the partnership. 👇

Curious to read more? Head out to the #Upvest blog:
👉 https://lnkd.in/eWuXQG8a

#InvestmentAPI

Have you heard the news about our partnership with Raisin Bank AG? 🤔

Working hand in hand with industry leaders like Raisin Bank strengthens our vision of revolutionising the #fintech landscape. Together, we are poised to shape the future of finance, making it more accessible and innovative for everyone! 📈

Kim Felix Fomm (CIO and VP Wealth Management at #RaisinBank) shares what exactly led Raisin Bank to choose Upvest as a partner. 👇

Want to learn more? Head out to the #Upvest blog:

👉 https://lnkd.in/eWuXQG8a

Our collaboration with Raisin Bank AG reinforces our commitment to becoming the technological backbone for investment infrastructure, ultimately simplifying and ensuring reliable access to a vast array of investment opportunities. 🚀

See what Upvest’s co-founder and CPO Dr. Til Rochow has to say about the partnership! 👇

Stay tuned for more incredible developments ahead as we continue to pave the way for innovation in the #fintech space! 🎉

For more information, head out to the #Upvest blog:
👉 https://lnkd.in/eWuXQG8a

#RaisinBank  #InvestmentAPI

We recently announced our partnership with Raisin Bank AG! 🚀

With Upvest, our new partner is enabled to seamlessly integrate our API solution into its existing core system and migrate its Invest ETF Robo – the biggest share of its more than €1.5bn investment business – to Upvest’s Investment API infrastructure. 🙌

Swipe through to learn more about the collaboration! 👇

For more information about the partnership, head out to the #Upvest blog:
👉 https://lnkd.in/eWuXQG8a

#RaisinBank #Fintech #InvestmentAPI

Upvest’s partner Revolut, the financial super app with over 35 million customers worldwide, is expanding its investment offering by adding European-listed stocks to its trading platform. 🎉

In addition to fractional ETFs, Revolut’s customers across the EEA are now able to trade fractional stocks of 70+ European-listed companies, with a minimum investment amount of only 1 EUR. 🍾

This is another step #Revolut takes to make the investment space more accessible for everyone and to offer customers a flexible way to diversify their investments. 🚀

We're thrilled to see Revolut’s significant strides in democratising investment opportunities and to support them on their journey. 🙌

For more information, read here:
👉 https://lnkd.in/eEXJ6pCa

This past weekend, Upvest had the honour of sponsoring the annual Unicorns in Tech Summit by the UHLALA Group in Berlin! Unicorns in Tech is a global LGBTQI+ tech community that brings together a like-minded group of people working towards building a more inclusive and diverse work environment. 

Our team had a great time networking and spreading the word about Upvest’s mission. Here at Upvest, we celebrate diversity and are committed to creating an inclusive environment for all employees.

Thanks for having us! 🦄🏳️🌈🏳️⚧️💙

Do you want to work at a leading fintech and change the future of investing? Check out our open roles: 
👉 https://careers.upvest.co/ 

#UITS23 #techconference #diversity #wearehiring

We're deeply honoured to be nominated as one of the top established fintechs of the year by Payment & Banking - PBA Experts GmbH! 🚀

At Upvest, we're passionate about redefining investment experiences, and this recognition reflects our commitment to innovation in the #fintech industry. 

You can show your support by casting your vote for us:
👉 https://lnkd.in/e3BWjWCG 

 Let's join forces and make 2023 the year of Upvest! 💪

#FintechOfTheYear #VoteForUpvest #Fintechtriple

Partnering up with industry leaders like BlackRock strengthens our vision of revolutionising the #fintech landscape. Together, we are poised to shape the future of finance, making it more accessible and innovative for everyone! 📈

Retail participation in financial markets is expected to significantly increase over the coming years, powered by low-friction distribution platforms and low-cost, transparent products like ETFs and stocks.

Timo Toenges, Head of iShares EMEA Digital Wealth business at #BlackRock, shares his thoughts on the partnership. 👇

Want to learn more? Head out to the #Upvest blog:
👉 https://lnkd.in/eh8MhPxx

We recently announced our partnership with BlackRock as part of our latest fundraising round! 🎉

This collaboration reinforces our shared commitment to enable more fintechs, banks, and wealth managers to make investing accessible for their customers. 🚀

See what Upvest’s co-founder and CEO Martin Kassing has to say about the partnership! 👇

Stay tuned for the incredible developments ahead as we continue to pave the way for innovation in the #fintech space!

For more information, head out to the #Upvest blog:
👉 https://lnkd.in/eh8MhPxx

#BlackRock #InvestmentAPI

Metric
Company Name	Upvest	Compexx Finanz AG	Naspa
Symbol
MSH ID	CO:UPVEST	DE:COMPEXX-FINANZ	DE:NASPA
Market	PRIVATE	PRIVATE	PRIVATE
Sector	Investment Services	Financial Services & Finance	Financial Services & Finance
Industry	Financial Technology	Financial Services	Banking
Country	DE	DE	DE
Stage	Venture Round
Employee Count	149	11	1
Website	upvest.co	compexx-finanz.de	naspa.de
LinkedIn	upvest	compexx
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	24.89K	89	2.41K
Web Traffic Growth	1.04	-0.86	-0.62
Valuation
Raised Capital	31.87M

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

CO:UPVEST

Upvest

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue