Upside
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Investment Firm
Overview
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, practice analytics in an intuitive design-led user interface.
Highlights
Founded
2013
Industry
Financial Services
Employees
1-10
Investment
1
Lead Investment
0
Exits
undefined
Stages
Seed
Investor Type
N/A
Location
United States, North America
Contact Information
Social
Profile Resume
Upside, established in 2013 and headquartered in United States, North America., specializes in Seed investments across E-Commerce, Retail, Wholesale, B2B, Financial Services, Venture Capital, Angel Investment, Asset Management. Their recent investments include Foundation, Founders' Co-op, Ascend. The highest investment round they participated in was $132.0M. Among their most notable exits are Foundation and Founders' Co-op. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.
Employees
N/A
Investment portfolio
Upside has made 1 investments. Their most recent investment was on May 01, 2023, when Foundation raised $3.0M.
investments
1
Diversity investments
0
Lead investments
0
Number of exits
undefined
Investments
1
| Annouced Date | Organization Name | Industry | Money Raised |
|---|---|---|---|
| May 01, 2023 | Foundation | E-Commerce | 3.0M |
Exits
0
Funding Timeline
Funding rounds
1
Investors
8
Funds
0
Funding Rounds
1
Upside has raised 1 rounds. Their latest funding was raised on May 01, 2023 from a Seed Round - Foundation round.
| Annouced Date | Transaction Name | Number of Investors | Money Raised | Lead Investor |
|---|---|---|---|---|
| May 01, 2023 | Seed Round - Foundation | - | 3.0M | - |
Investors
6
Upside is funded by 6 investor(s). Balderton Capital and Cultivation Capital Kantor are the most recent investors.
| Investor Name | Lead Investor | Funding Round | Money Raised |
|---|---|---|---|
SixThirty | No | Venture Round - Upside | 1.1M |
SeedInvest | No | Venture Round - Upside | 1.1M |
Cultivation Capital | Yes | Venture Round - Upside | 1.1M |
Balderton Capital | No | Venture Round - Upside | 1.1M |
SixThirty
SeedInvest
Cultivation CapitalFund raised
2
Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.
| Annouced Date | Fund Name | Money Raised |
|---|---|---|
| May 10, 2013 | OTPPLESS | 1.0M |
| May 11, 2013 | OTPPLESS | 1.0M |
Invest in industries
Recent Activity
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