With an FCA license in hand, a new London HQ, and three UK clients set to go live by year-end, Upvest says it is entering its next phase of growth in Europe’s “most dynamic” investment market: the UK.
Leading the charge is Symmie Swil, a fintech and banking executive with a track record of “scaling high-growth ventures.”
The UK is at a pivotal point in its investment evolution.
With over 60% of UK adults not currently actively investing, and £430 billion sitting in cash, the opportunity “to turn savers into investors has never been more urgent.”
From the Chancellor’s call to action to the biggest generational wealth transfer underway, the spotlight is now “on how to enable more people to take control of their financial futures.”
For too long, banks and fintechs haven’t had the tools to “build compelling investment offerings at scale.”
What Upvest offers is the infrastructure to make that happen – enabling any financial institution “to quickly and compliantly launch investment products that meet today’s end user expectations.”
Symmie Swil reportedly joins Upvest with nearly “two decades of experience in investment banking, fintech, and high-growth environments.”
Her track record includes helping scale Starling Bank’s SME customer base from “150,000 to 450,000 and tripling deposits in under two years,” as well as senior leadership roles at Investec and Finverity.
Now, she’s focused on building Upvest’s UK presence and team from the ground up.
She explained:
“We’re creating the rails for modern investing. Our Investment API, combined with our extensive licence offering and partner ecosystem, makes it possible for our clients to go live with an investment offering in weeks, not years.”
Symmie shared:
Upvest’s Investment API is purpose-built for the digital-native investors. “People today expect to manage their investments the same way they bank or shop: through seamless, mobile-first experiences. Most global financial institutions are still held back by outdated infrastructure or piecemeal solutions.”
Upvest reportedly offers banks and fintechs the opportunity to meet end-user demand with intuitive and affordable investments: from use cases “such as savings plans, portfolios, and fractions to products such as stocks, ETFs, and mutual funds and soon adding further localized tax and pension wrappers (ISAs, SIPPs) and asset classes (derivatives, bonds, ELTIFs).”
She also mentioned:
“Whether it’s a financial institution looking to launch fast, or a large bank needing a compliant, future-proofed solution, we’re here to be the bridge that enables investment innovation.”
At the core of Symmie’s drive is Upvest’s mission: to “enable the next 100 million people to invest.”
She concluded:
“We’re here to make a real impact: giving people the tools they need to grow their wealth, close the retirement gap, and build financial resilience across all socio-economic groups. That’s what excites me most about joining Upvest.”