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Upside helps financial advisors beat the “robo-advisors” with technology

Upside helps financial advisors beat the “robo-advisors” with technology

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.

Juney Ham

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Co-founder & CEO @Beacon • angel investor • EIR @Atomic • co-founder @Upside@Hired @Airbnb @Expedia@University of Pennsylvania

Tom Kimberly

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Total raised

$1.2M

Funded over

3 rounds

Latest round

Acquired (Feb 2015)

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