Upvest Investment API
Upvest Investment API: API infrastructure for fintechs and financial institutions building investing products. Ranked #22 of 34 in Investment APIs by our editors (7.2/10); pricing: Pricing on request; best for embedded investing and portfolio automation.
At a glance
- Editor score7.2 / 10
- PricingPricing on request
- Best forEmbedded investing and portfolio automation
- Trading ordersYes
- Founded2017 · Berlin, Germany
- Facts checked20 Oct 2026
Where it wins
- Fractional investing, savings plans and portfolio rebalancing in one API
- Account, order, position and portfolio data endpoints support core workflows
- Sandbox and live environments with event webhooks aid staged launches
Where it doesn't
- Pricing uses a contact-sales model rather than published plan rates
- API-only, cloud deployment requires your team to build the product experience
- OAuth 2.0 covers API client authentication, not external brokerage linking
Our verdict on Upvest Investment API
Upvest Investment API provides infrastructure for brokerage, settlement and custody through one integration. Its capabilities target fintechs, banks, brokers and wealth managers launching investment products across Europe and the UK. Teams can create users, accounts and account groups; retrieve positions and portfolio data; submit trading orders; and support fractional investing, automated savings plans and configured portfolio allocations. The service is offered for cloud deployment and is positioned for mid-market and enterprise organizations.
The API’s platform fit centers on a broad set of investing primitives rather than a packaged application. Instrument and market-price endpoints provide reference data, while webhook subscriptions cover account, order and portfolio events. OAuth 2.0 client-credentials authentication is designed for API clients. Sandbox and live environments let teams separate development from production operations, and operating models include taking Upvest’s license or bringing a client’s own license. Email support and documentation are the listed support channels, so implementation teams should plan their own integration and operational processes around those resources.
Its standout strength is the combination of account opening, trading execution tracking, portfolio configuration, rebalancing and savings automation in one API surface. That breadth suits products that need embedded investing workflows instead of isolated market-data access. Pricing follows a contact-sales model, and the API-only approach leaves user experience, business logic and surrounding application work to the customer. Organizations needing external brokerage-account linking through OAuth, or a ready-made investing interface, should consider alternatives. Upvest is a fit for financial institutions building and operating their own investment experience with staged sandbox and live environments.
Your product? Our editors can test Upvest Investment API in depth and publish a review, labelled as paid · from $149/mo →
Upvest Investment API pricing
Upvest Investment API fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Trading orders | Yes |
| Account opening | Yes |
| Portfolio data | Yes |
| OAuth connections | No |
| Webhooks | Yes |
| Sandbox environment | Yes |
| Tax-lot data | Not verified |
| Deployment | Cloud |
| Support | Email, Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Pricing | Pricing on request |
| Website | upvest.co |
| Facts checked | 20 Oct 2026 |
Alternatives to Upvest Investment API
- E*TRADE Developer APIFree E*TRADE APIs combine trading, portfolio, market data and sandbox access.9.3
- Interactive BrokersA global, multi-asset brokerage with API access, analytics and flexible pricing.9.2
- Yodlee Account AggregationA broad aggregation API for investment data, account connectivity and event notifications.9.0
See all Upvest Investment API alternatives →
Used Upvest Investment API? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Upvest Investment API for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Upvest Investment API is listed in our Investment APIs directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/upvest-investment-api/"><img src="https://www.itechguides.com/best/badge/upvest-investment-api.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update