Upside Financial Overview

  • Founded
  • 2012
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 11
Employees
  • Latest Deal Type
  • M&A
  • Latest Deal Amount
  • $2.64M
Latest Deal Amount

Upside Financial General Information

Description

Developer of an automated managed account platform for investment advisers. The company offers various financial and business tools that helps investment professionals to advise, manage and provide services to their clients.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Automation/Workflow Software
Social/Platform Software
Acquirer
Primary Office
  • 225 Bush Street
  • 12th Floor
  • San Francisco, CA 94104
  • United States
+1 (888) 000-0000
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Upside Financial Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Merger/Acquisition 26-Feb-2015 $2.64M 00.000 00.000 Completed Product Development
2. Early Stage VC 14-Jul-2014 00.00 00.000 Completed Product Development
1. Seed Round 01-Oct-2013 $515K $515K Completed Startup
To view Upside Financial’s complete valuation and funding history, request access »

Upside Financial Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of an automated managed account platform for investment advisers. The company offers various financial and bus
Financial Software
San Francisco, CA
11 As of 2015
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000000000 00000000
Palo Alto, CA
000 As of 0000
00000
0000 0000-00-00
00000000000 00000

00000000

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000000000 00000000
Chatham, NJ
0 As of 0000
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Upside Financial Competitors (8)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Wealthfront Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
0000000000 Corporation Chatham, NJ 0
0000000 0000000 & Formerly VC-backed Larkspur, CA 00 000.00 000000&0 000.00
000000 Formerly VC-backed New York, NY 00 000.00 000000&0 000.00
0000000000000 Private Equity-Backed New York, NY 00 000.00 000000000000 000.00
You’re viewing 5 of 8 competitors. Get the full list »

Upside Financial Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Upside Financial Former Investors (6)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Bruno Bowden Angel (individual) Minority 000 0000 000000 0
Clifford Holekamp Angel (individual) Minority 000 0000 000000 0
Cultivation Capital Venture Capital Minority 000 0000 000000 0
Kevin D'Silva Angel (individual) Minority 000 0000 000000 0
Matchstick Ventures Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 6 investors. Get the full list »