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Upvest
Upvest is a asset manager based in Berlin, founded 2017; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts...
Upvest
With Upvest’s Investment API, you can build investment experiences your users will love.
General information
Firm type
Asset Manager
Year founded
2017
Location
Region
Europe
Country
Germany
City
Berlin
Corporate office
Berlin, Germany
Principals
Martin Kassing
CEO and Co-Founder
Tobias Auferoth
Managing Director and Chief Financial Officer
Dr. Til Rochow
Chief Product Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Upvest?
Strategic and product decisions are led by CEO and co-founder Martin Kassing, with CFO Tobias Auferoth and CPO Dr. Til Rochow shaping the firm's capital and product direction. Kassing has over 15 years in fintech and capital markets, including a prior exit to Klarna. Auferoth spent 14 years at Goldman Sachs and UBS before moving into fintech.
Is Upvest a consumer-facing investment app?
No. Upvest is a B2B infrastructure provider. End users interact with its clients — banks, fintechs, and D2C platforms — which embed Upvest's Investment API to offer stocks, ETFs, fractional shares, and crypto. Upvest holds the required brokerage, proprietary trading, and custody licenses.
Which asset classes does Upvest support?
The Investment API supports stocks, ETFs, mutual funds, and cryptocurrencies. On the traditional side, it covers EEA-listed securities, routing orders to exchanges and market makers for best execution. Upvest also does proprietary trading to enable fractional share execution starting at €1.
What is Upvest's relationship with BlackRock?
In April 2025, BlackRock announced a partnership with Upvest to make ETF investing cheaper and simpler across Europe. The partnership focuses on ETFs as the default entry point for new European investors using Upvest's platform.
Who invested in Upvest?
Publicly named investors include Sapphire Ventures, HV Capital, and BlackRock (via the April 2025 partnership). The About page quotes Sapphire Ventures and HV Capital as supporters, with HV noted as an early backer of Upvest's Investment API vision.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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