UP Capital, LLC is a technology-driven company revolutionizing the wealth management industry. We’re building cutting-edge investment technology and tools tailored to meet the unique needs of small to mid-sized firms. By empowering our clients with innovative solutions, we enable them to compete confidently with even the largest players in the market.

Advanced Investment Technology

From seamless portfolio management systems to sophisticated analytics, our technology is designed to streamline workflows and enhance decision-making.

Scalable Solutions

Whether you're an emerging advisory firm or an established mid-sized company, our scalable tools adapt to your growth and evolving needs. We’re building data connections with accounting systems and custodians to expedite integration.

Competitive Edge
With UP Capital’s technology, smaller firms can deliver services and insights that rival those of the industry’s biggest competitors.

UP Capital, LLC is committed to transforming the way wealth management firms operate. Together, we can create a future where every firm, regardless of size, has access to the tools needed to excel. Let’s build the competitive edge your business deserves.

Let’s talk.