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Fundpeak vs Upvest

Fundpeak logo
FundpeakOther
CustomPublished price
Upvest logo
UpvestInvestment Management Software
CustomPublished price
Fundpeak logo
Fundpeak
Other

Fund Factsheet Production & Fund Portals

Upvest logo
Upvest
Investment Management Software

Europe's leading investment infrastructure

Overview
CategoryOtherInvestment Management Software
What it isInvestment reporting and RFP automation for asset managers.German investment API for brokerages and neobanks.
Pricing
Published priceCustom
Quote-based; no standard public pricing. A one-time client-portal implementation fee around $490 has been cited, but ongoing pricing is individualized. Fundpeak was acquired by Co…
Custom
No public pricing. Upvest is a B2B investment-infrastructure provider sold via custom enterprise agreements to banks, brokers, and fintechs, typically priced on volume/usage of it…
Pricing modelCustom quoteCustom quote
Free optionsFree plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20142017
Team size11-50 employees51-200 employees
HeadquartersBoston, MABerlin, Germany

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