Company profile: Upright
1.1 - Company Overview
Company description
- Provider of an end-to-end real estate investment platform enabling accredited investors to participate in short-term residential real estate debt opportunities, offering investment options including Individual Project Notes, Pre-Fund, Horizon Fund, and Blueprint Fund to suit different investment preferences.
Products and services
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Key contacts
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Financial details
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1.2 - Competitors and similar companies to Upright
Milestone Group
HQ: Australia
Website
- Description: Provider of global investment technology solutions and automation for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers, leveraging consulting and operational heritage to understand the bigger picture.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Igloo Trading Solutions
HQ: United Kingdom
Website
- Description: Provider of innovative Energy Trading & Risk Management (ETRM) software.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Igloo Trading Solutions company profile →
TMX Group
HQ: Canada
Website
- Description: Provider of listing and trading markets, clearing facilities, depository services, technological solutions, data products, and other services to the global financial community; manages multiple marketplaces offering investment options.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Unifimoney
HQ: United States
Website
- Description: Provider of a turnkey digital wealth management platform-as-a-service for community banks and credit unions, offering an integrated checking and investment account, a robo-advisor, trading in 70+ cryptocurrencies, 10K+ equities/ETFs, and precious metals, money market funds, curated investment themes, and a credit card with cashback redeemable as gold, bitcoin, or equity; embedded in Alkami, Q2, and Jack Henry Banno.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Unifimoney company profile →
Wealth Wizards
HQ: United Kingdom
Website
- Description: Provider of digital regulated financial advice and guidance as the UK’s first online independent financial adviser, using automation and pioneering the combination of chartered financial planning and actuarial science.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Wealth Wizards company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Upright
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Upright
2.2 - Growth funds investing in similar companies to Upright
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4 - Top valuation comps for Upright
4.2 - Public trading comparable groups for Upright
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