Upwealth Revenue

Financial Services • Miami, Florida, United States • 1-10 Employees

Upwealth revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	$300,000

Key Contacts at Upwealth

Andrew Demchenko

Co-Founder & Chief Innovation Officer

Darren Moon

Executive Chairman And Founder

Company overview

Headquarters	Miami, Florida, United States
Phone number	+1888724630
Website	upwealth.io
NAICS	52
Keywords	Cryptocurrency, Digital Assets, Managed Portfolios, Crypto Investments, Cryptocurrency Insights, Crypto Portfolio Balancing, Custom Cryptocurrency Portfolios
Founded	2020
Employees	1-10
Socials

Upwealth Email Formats

Upwealth uses 2 email formats. The most common is {first initial} (e.g., j@upwealth.io), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@upwealth.io	66.7%
{first name}	john@upwealth.io	33.3%

About Upwealth

Upwealth is a B2B2C digital asset infrastructure platform for U.S. banks, credit unions, and RIAs. We enable financial institutions to offer crypto SMAs, tokenized assets, and yield products directly inside their client apps, supported by AI-driven portfolio tools and a bank console for compliance, treasury, and execution. Upwealth was formerly registered with the U.S. SEC as an RIA and is currently registered with the AMF in France as a DASP/PSAN, ensuring dual compliance for institutional partners.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Head

Senior

Employees by Department

Upwealth has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Explore Upwealth's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2020-10-25	2	$300,000

Funding Insights

$300,000

Total funding amount

$300,000

Most recent funding amount

Number of funding rounds

Upwealth Tech Stack

Discover the technologies and tools that power Upwealth's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

Amazon Web Services

PaaS

Google Tag Manager

Tag managers

GraphQL

Programming languages

PHP

Programming languages

Apollo

JavaScript libraries

Open Graph

Miscellaneous

React

JavaScript frameworks

WordPress

Blogs

Swiper

JavaScript libraries

Frequently asked questions

Upwealth is located in Miami, Florida, US.

You can reach Upwealth at +1888724630.

Upwealth generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

Upwealth has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Upwealth was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Upwealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Upwealth has raised a total of $300,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contacts at Upwealth

Andrew Demchenko

Co-Founder & Chief Innovation Officer

Darren Moon

Executive Chairman And Founder

4.8

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