Upvest: Building the financial infrastructure of tomorrow

Berlin-based Upvest's API empowers businesses to offer great investment experiences, tailored to customers’ needs.

Project description

As one of the hundred fastest-growing startups in Germany, Upvest wanted their product to be on par with their business success; to avoid losing time on development, they would need a partner who could support their existing solution while rebuilding it as a scalable, cutting-edge application.

Competing against dozens of other vendors, we were able to place two of our Golang engineers initially. This engagement turned into a successful long-term relationship with Upvest, extending to more engineers and other domains (e.g. Backoffice operations with TypeScript/Go).

Our initial responsibility was the 2.0 version of their B2B platform, building from scratch to allow users to buy and sell shares, fractional investments, and much more. Upvest also relied on our long-standing partnership with Google Cloud to improve infrastructure security, monitoring, and elasticity, which, in turn, accelerated feature deployment and elevated the customer experience.

Over time, Vention turned into a reliable partner supporting the scaling of the business, integrating new technologies like AI and generally moving faster without compromising quality.

Vention engineers also bring their expertise to architecture decisions for continued scaling.

Key stats
Key metric	Details
Partnership duration	4 years of active engagement
Team scaling	2x team growth within the first two months
Business growth supported	Engagement from Series A to Series C, with over 200M raised

The result

Through a combination of architectural improvements, process optimization, and continuous feature development, Vention helped Upvest build a scalable, compliant, and future-ready investment platform.

The results include:

A redesigned application architecture built on clean, well-structured Go microservices, improving maintainability, scalability, and overall system clarity.
Streamlined development processes supported by new services for user authorization, activity monitoring, and customizable email templates, enabling faster and more consistent delivery.
Stable, well-organized workflows and a robust architecture, enhanced by Claude AI, which supported faster feature delivery while maintaining long-term system integrity.
Ongoing expansion of the public API and rollout of new features, including detailed tax breakdowns per transaction and support for child accounts, increasing flexibility and transparency.
A reliable, scalable investment API fully compliant with key European regulations, including FATCA, MiFID, AMLD5, and KYC requirements.
Accelerated business momentum, contributing to a successful Series C with over $200M.
A strong foundation for continued optimization, with plans to leverage Kubernetes tooling to further improve deployment speed and operational efficiency.

Looking ahead, the partnership between Upvest and Vention continues to evolve, with the client expanding the team to support the next stage of their roadmap.

Tools & technologies

Backend

Golang

Frontend

React

TypeScript

GenAI

Claude Code

Other technologies

Postgresql

RabbitMQ

Vault

Comply-Advantage

Kubernetes

GCP

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Upvest: Building the financial infrastructure of tomorrow

Project description

The result

Tools & technologies

Backend

Frontend

GenAI

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