Upvest GmbH is a Berlin-founded, Bafin- and FCA-regulated investment infrastructure provider that offers a cloud-native Investment API covering brokerage, settlement, and custody. It enables fintechs, banks, brokers, and wealth managers across Europe and the UK to launch and scale investment products such as fractional investing, savings plans, and portfolios.

Funding

Series B$42M · 1 Jun, 2022 Unknown$4M · 1 May, 2021 Unknown$12M · 1 Dec, 2020 Series A$7M · 1 Dec, 2019

Investors

abn amro Partech Earlybird Venture Capital maximilian-tayenthal Speedinvest 10x Group Notion Capital Bessemer Venture Partners abn amro Earlybird Venture Capital consorsbank n26 idnow Partech Speedinvest Notion Capital HV Capital

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Api Architecture Diagram Brokerage Client Engagement Communication Demonstration Discovery Financial Services Investment Infrastructure Pre-Sales Presentation Proposal Writing Regulatory Compliance Solution Consulting Solution Diagram Solution Workshop Technical Content Wealth Management

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Customer Success Manager, Corporate

Tribeca Venture Partners·1 week ago

1 week agoLondon, Greater London, England, United Kingdom Hybrid Full Time Customer Support Jobs by Tribeca Venture Partners

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Stealth

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Account Management Adoption Analytics Client Engagement Communication Customer Success Onboarding Relationship Building Retention Saas Stakeholder Management Training

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Manager, Customer Success

Tribeca Venture Partners·1 week ago

1 week agoLondon, Greater London, England, United Kingdom Customer Support Jobs by Tribeca Venture Partners

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Stealth

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Account Management Artificial Intelligence Client Engagement Coaching Cross-Functional Collaboration Customer Success Data-Driven Decision Making Financial Services Genai Adoption Hedge Funds Investment Banking Playbook Development Presentation Private Equity Saas Team Leadership

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Customer Success Manager, Corporate

Tribeca Venture Partners·2 weeks ago

2 weeks agoSingapore, Central, Singapore Onsite Full Time Customer Support Jobs by Tribeca Venture Partners

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Stealth

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Account Management Client Engagement Communication Customer Success Data Analysis Onboarding Relationship Building Renewals Retention Saas Stakeholder Management Time Management Training

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Account Manager, Corporate

Tribeca Venture Partners·2 weeks ago

2 weeks agoLondon, Greater London, England, United Kingdom Onsite Full Time Sales Jobs by Tribeca Venture Partners

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Stealth

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Account Management Business Reviews Client Engagement Communication Customer Retention Forecasting Onboarding Presentation Relationship Management Renewal Revenue Growth Saas

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Client Promotions Operations Specialist

TMGM·3 weeks ago

3 weeks agoSalary: 75K - 85KSydney, New South Wales, Australia Onsite Full Time Marketing Jobs by TMGM

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TMGM (Trademax Global Limited / Trademax Australia Limited) is an online CFD and forex broker offering trading in Forex, Precious Metals, Cryptocurrencies, Oil, Shares and Indices. It serves retail investors globally, providing platforms like MetaTrader 4/5 and its own TMGM app, with competitive spreads, high leverage, and various account types including cent accounts.

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Campaign Management Client Engagement Compliance Data Analysis Financial Services Marketing Offer Project Coordination Promotional Campaigns Reporting Sop Development

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