Upside was acquired by Envesnet (NYSE:ENV) in February 2015.
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.
http://www.envestnet.com/advisornow
Company Details
- Founded
- -
- Address
- 340 Ritch St. #6, San Francisco,ca 94107,united States
- Phone
- 888-506-1850
- he****@****ide.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- upsideadvisor.com
- Keywords
- personal investing, behavioral economics, retail investments, portfolio optimization, advisor software, financial client relationship management.
- HQ
- San Francisco, CA
Upside (Acquired) Questions
Upside (Acquired)'s helpline number is 888-506-1850
Upside (Acquired)'s website is upsideadvisor.com
Upside (Acquired)'s LinkedIn profile is https://www.linkedin.com/company/upside-financial
Upside (Acquired)'s industry is
Investment Management
Upside (Acquired)'s top competitors are
Mdw Group, Inc,
Aide Virtual Assisting,
Building Block Asset Management,
Jioufen,
Helium Ventures,
Quickbill$ Africa,
Chart Behavior,
Project Eduwell,
Accel Mobile Corp.,
Lederle Management Llc.
Upside (Acquired)'s support email address is hello@gainupside.com
Upside (Acquired)'s categories are Investment Management
Upside (Acquired)'s founding year is 2012
