Upside Financial - Ownership and Business Overview

Financial ServicesCompany

Upside Financial Ownership

Who owns Upside Financial?

Upside Financial is owned by Envestnet. It was acquired on February 26, 2015.

Upside Financial Business Overview

Where is Upside Financial headquartered?

Upside Financial is headquartered in San Francisco, California.

What sector is Upside Financial in?

Upside Financial is a financial services company.

Financial Services M&A Summary in 2015

Out of 60 sectors in the Mergr database, financial services ranked 8 in number of deals in 2015. The largest financial services acquisition in 2015 was Visa Europe - which was acquired by Visa for $23.9B.

Join Mergr to view all 265 acquisitions of financial services companies in 2015, including 31 acquisitions by private equity firms, and 234 by strategics.

Upside Financial LLC

225 Bush Street 12th Floor,
San Francisco, California 94104
United States,
(888) 506-1850
www.upsideadvisor.com

Upside Financial LLC is a technology company provides digital advice solutions to financial advisors.


Company Summary

SECTOR

Financial Services

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