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VerifiedFinancial Services· Founded 2020

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.

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Employees7(1 to 10)Founded year2020Websiteupwealth.ioLinkedIn profileLinkedIn

Verified contacts

5

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LinkedIn employees

7

1 to 10 range

Open roles

no listings

Distinct roles

4

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Top roles at Upwealth

4 distinct titles indexed · top 4 shown.

  • 2head of business development, upwealth u s
  • 1ceo & co-founder
  • 1co-founder & chief innovation officer
  • 1vp of software engineering

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