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Upside Holdings, Inc.: Business Overview, Financials & Competitive Analysis

Upside (formerly GetUpside) helps registered investment advisors compete with robo-advisors through a fully-automated, white-labeled managed account platform providing paperless account opening, portfolio selection, a...

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Upside Holdings, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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6/ 10Solid

Cyborg Score thesis

Fintech platform enabling traditional wealth advisors to modernize through automation and client-centric...

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Industry Wealth management software platforms
3 named competitors
2 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: June 22, 2026
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Upside Holdings, Inc. Overview

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Upside (formerly GetUpside) helps registered investment advisors compete with robo-advisors through a fully-automated, white-labeled managed account platform providing paperless account opening, portfolio selection, automated trading and rebalancing, client and advisor portals, and practice analytics. The company serves financial advisors seeking next-generation investment technology.

Strategic Profile

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Upside leverages technology and algorithms to advise, manage, and service clients who want next-generation investment services. The company positions itself as enabling traditional financial advisors to deliver modern, tech-enabled solutions to compete with automated advisory platforms.

Competitive Landscape

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Upside competes in the wealth management software and fintech space against established robo-advisors and advisor technology providers. Primary competitors include platforms like Schwab's advisor solutions, TD Ameritrade's Veo platform, and cloud-based portfolio management systems serving independent financial advisors.

Industry Context

Upside Holdings, Inc. operates in Wealth management software platforms.

Key facts

Founded: 2024 · Headquarters: San Francisco, US · Employees: 10

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

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VeoAdvisor technology and services platform→Schwab Advisor ServicesComprehensive advisor technology and solutions→Betterment InstitutionalDigital wealth management platform for advisors→

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Industry context

Upside Holdings, Inc. operates in Wealth management software platforms. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Upside Holdings, Inc. do?+
Upside (formerly GetUpside) helps registered investment advisors compete with robo-advisors through a fully-automated, white-labeled managed account platform providing paperless account opening, portfolio selection, a...
What is Upside Holdings, Inc.'s Cyborg Score?+
Upside Holdings, Inc. has a Cyborg Score of 6/10 (Solid). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Upside Holdings, Inc.'s main competitors?+
Named competitors include Veo, Schwab Advisor Services, Betterment Institutional. The full competitive landscape is in the AskCyborg report.
How can I get the full Upside Holdings, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Upside Holdings, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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