At Upwealth we help you and your customers invest the right way and with the right tools.
Get organized and use the right tools for your customers. Coin ratings to identify opportunities, builder to create portfolios, backtesting to analyse past performances and rebalancing to maintain strategies.
Upwealth offers over 350 coins and tokens including Bitcoin, Ethereum, layer 1s, layer 2s, DeFi, Web3, ESG, AI related cryptos and much more...
We monitor the best liquidy providers in real time and provide you with the most competitive rates.
Building a portfolio is a comprehensive process, from conducting technical, fundamental, and on-chain analysis to identifying opportunities, selecting cryptos, setting allocations, and analyzing returns. Upwealth provides a suite of specialized financial tools designed for crypto investing, along with guidance to help you build well-diversified, high-performing portfolios.
A well-balanced crypto portfolio includes a variety of cryptocurrencies with different use cases and risk levels. This diversification helps manage risk and capture opportunities across the crypto market. With Upwealth, you can easily allocate amounts to each cryptocurrency and rebalance as needed, whether buying new assets or adjusting current holdings, ensuring the portfolio stays aligned with your clients' investment goals and risk tolerance.
Upwealth employs state-of-the-art security protocols and industry-leading technology to safeguard clients' assets and personal information. We are fully registered and compliant in both the USA and Europe, with a team of licensed experts in the financial and cryptocurrency sectors. Additionally, we offer a non-custodial solution where your clients retain control of their private keys, ensuring they hold their own assets securely.
Upwealth doesn’t charge performance, commission, or subscription fees. Our platform and tools are free to use. We only charge a 0.5% transaction fee when creating a portfolio and a 2% annual management fee based on AUM, which is shared between you and Upwealth. This straightforward fee structure ensures transparency while you and your clients benefit from our services.
