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Companies / Upside Financial (Now Envestnet)

Upside Financial (Now Envestnet)

United States

Envestnet helps advisors deliver financial wellness to more people through innovative technology for the future of wealth management.

Fintech

Upside Financial (Now Envestnet), based in United States, has 2 investors on file, among them Matchstick Ventures and Misfit Venture Partners. Its site was last checked 6 Nov 2026: site answers.

envestnet.com
The homepage of Upside Financial (Now Envestnet)

Investors

2 investors on file
InvestorEvidenceType
Matchstick VenturesPortfolio pageVenture capital
Misfit Venture PartnersPortfolio pageMicro VC

More from Matchstick Ventures

72 companies on its checked portfolio

Its portfolio leans to AI & Machine Learning (18%), Fintech (13%), Healthcare & Biotech (10%).

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See Matchstick Ventures' full profile · Who invests alongside it

More from Misfit Venture Partners

4 companies on its checked portfolio

Its portfolio leans to Food & Agriculture (50%), Consumer (25%), Fintech (25%).

Honest CompanyThe company sells baby and beauty products.ONEHOPEONEHOPE is a Napa winery that produces and sells wineSmallholdSmallhold grows and sells organic mushrooms

See Misfit Venture Partners' full profile · Who invests alongside it

A company is shown only after its own site answers and carries its name. Sites are checked again on a schedule, because domains lapse and get bought. Round stages and dates come from Fundup AI; investor links come from portfolio pages and rounds; other facts name their source when you point at them. How we grade the data

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VCinfo API
$ curl -H "X-API-Key: YOUR_KEY" \
  https://api.vcinfo.io/v1/companies/envestnet.com/investors

# also
GET /v1/companies/envestnet.com
GET /v1/companies/envestnet.com/news
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