Company

Upside (acquired)

Investment Management San Francisco, California, United States 6 employees ENV

Employees: 6

upsideadvisor.com LinkedIn Crunchbase

Upside (acquired) Overview

Headquarters: San Francisco, California, United States
Phone Number: Available in AeroLeads
Website: upsideadvisor.com
Industry: Investment Management
Employees: 6
Founded: 2012
Stock Symbol: ENV
Funding: 1.1M
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

personal investing behavioral economics retail investments portfolio optimization advisor software financial client relationship management

About Upside (acquired)

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