Companies › Upside

Upside

Financial Services 📍 San Francisco, United States 👥 51-200 employees 💰 $1.2M raised 📅 Founded 2013

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, portf

📊 Company Overview

Sector
Financial Services
Country
United States
Employees
51-200
Total Raised · Venture
$1.2M
Founded
2013
Cloud
Unknown
CDN
Cloudflare

☁️ Cloud Infrastructure

🔒 Subscribers only Cloud Provider

Behind Cloudflare — actual host undetectable

Workspace🔒 Subscribers only
CDNCloudflare

Detected via DNS records and HTTP response headers as of 2026-06-13.

💰 Estimated Cloud Spend

$675K $2M / year across cloud providers

🛠 Tech Stack & Marketing

Ad Platforms🔒 Subscribers only
Analytics & CRMGoogle Analytics
CMS / Platform🔒 Subscribers only
Frontend Stack🔒 Subscribers only

Detected from Upside's public homepage as of 2026-06-13.

🔍 Compare with Similar Companies

Same sector (Financial Services), similar size

Data detected 2026-06-13 · Methodology · Suggest a correction