Upworth

Financial Services, Wealth Management, AI

Author

Peniel Keme Kitoko
May 04, 2024 • Estimated Reading Time: 3 minutes

🌎🌍🌏| Oceania Saturday

Your Money Works Better When It’s All in One Place.

  Problem

  • Market Potential: Managing personal finances can be daunting and stressful for many individuals.

  • Challenge: Struggling to efficiently manage assets and liabilities hampers achieving financial independence.

  • Lacking Tool: A centralized platform to consolidate and analyze financial data.

    • Extra Barriers: Current options force users to juggle multiple services or pay hefty fees for financial advice.

This issue's Startup equips Australians a solution to streamline financial management.

  Solution

Upworth

Upworth empowers users with a comprehensive financial platform to track, plan, and grow their wealth.

How: By offering a single dashboard to consolidate assets and liabilities with open banking and AI insights.

  • Platform: Upworth’s platform integrates bank accounts, investments, superannuation funds, and cryptocurrencies.

  • Target: Targeting Australians seeking to simplify financial management and achieve long-term wealth goals.

  • Resolving: The challenge of fragmented financial management by offering a unified solution.

Product Demonstration

  Company Info

  • Industry: Financial Services, Wealth Management, AI

  • Business Model: Subscription, B2C

  • HQ: Sydney, New South Wales, Australia

  • Founding Year: 2023

  • Employee Count: 1-10

  • Investors: Undisclosed investors

  • Funding Amount: AUD 1 Million

  Traction

  •   Plans for a seed round by end of 2024

  •   Rapidly growing user base

  •   Expansion plans into new financial services

  Competition Advantages

  • Comprehensive platform offering compared to competitors

  • Leveraging platform efficiency with AI

  • Strong emphasis on security and privacy

  Founders

  • Alexandre Chavotier, CEO (Finance and AI background, McKinsey & Company experience)

  • Carlos Rios, CTO (Experienced software developer, data engineer)

  • Maxime Chaury, COO & CMO (Serial entrepreneur with expertise in operations and growth)

  Job Opportunities & Contact

  • Hiring Status: Active

  • Contact Information:

  Why Invest by George

❝

Ooh-ooh-ahh-ahh, Upworth helps Australian monkeys manage and grow their own banana collection!

🐵

- George Capuchinski -

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Cheers,

Peniel Keme Kitoko

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