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Upside
Upside helps financial advisors beat the “robo-advisors” with technology1-10 Employees
  • B2B
  • Early Stage
    Startup in initial stages
Website
Location
Company size
1-10 people
Total raised
$1.2M
Company type
Startup
Markets
Financial ServicesInvestment ManagementPersonal FinanceFinance Technology
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People at Upside

Founders
Juney Ham
President • 3 yearsNew York City
Avatar for Juney Ham
Co-founder & CEO @Beacon Talent • angel investor • EIR @Atomic • co-founder @Upside • @Airbnb @Expedia • @University of Pennsylvania
Background
Tom Kimberly
CEO • 3 yearsBoston
Avatar for Tom Kimberly
CPO and CTO @Financial Engines • @Fidelity, @Betterment, fndr/CEO @Upside • @McKinsey & Co • MBA, MA @Yale University , BA @University of Pennsylvania
Background
Team
Brad Urani
Director of Engineering • 11 yearsSanta Barbara
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Software Engineering Leader, Startup Veteran, Conference Speaker
Board members and advisors
Clifford Holekamp
Board MemberSt. Louis
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B
General Partner @Cultivation Capital
Juney Ham
Board MemberNew York City
Avatar for Juney Ham
B
Co-founder & CEO @Beacon Talent • angel investor • EIR @Atomic • co-founder @Upside • @Airbnb @Expedia • @University of Pennsylvania
Elaine Wherry
AdvisorSilicon Valley
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A
Founder @Meebo • Investor @Cambrian Genomics, @HipChat
Former team
Jeff Ham
Technical Designer • 2 years
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Justin Liu
Growth Marketing Manager • 1 year
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Via
Alexandra W. Smith
Business Development Associate • 7 months
Avatar for Alexandra W. Smith
Via
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