About
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, practice analytics in an intuitive design-led user interface.
Position in the VCSift Database
- • 33,888 investors in VCSift focus on the fintech sector.
- • 7,285 investors are based in San Francisco, California, United States.
Data sourced from 410,343 investor profiles. Updated July 2026.
Investment Focus
- Sectors
- fintech
- Location
- San Francisco, US
Contact Information
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