Traditional wealth management meets cryptocurrency investing

Unlock your financial freedom

Whether you’re a seasoned investor or just starting out, UpTrade is here to help you make informed decisions and achieve your financial goals.

Why UpTrade?

More time for what matters — let your personal broker unlock your financial freedom

We understand that what most people really want is time. Time to spend with those they love. Time to do the things they enjoy. Our brokers will work with you to unlock financial freedom. So that you can choose how you spend your time.

Challenge yourself

Leverage our expert team to build your confidence.

Invest independently

Controlling your assets is important in a volatile world.

Embrace volatility

Undeniably Crypto has redefined speculative investing.

Super convenient online banking

You can view your account balances, transaction history, and statements, and even set up custom alerts to help you stay on top of your finances.

Income and expenses tracker

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Automated invoicing

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Crypto connection

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Be in control of your money

Our platform is protected with the latest encryption technology and multi-factor authentication, giving you peace of mind when managing your finances.

Virtual or physical ⎯ it’s your choice

Whether you’re at home, at work, or on the go, our online banking platform is accessible from your computer, tablet, or mobile device. With our mobile banking app, you can even deposit checks and manage your accounts on the go.

Weekly Report (July 10)

This week we saw a massive sell off in the digital asset class. Bitcoin fell as much as 13% from $61k USD to $53.5k on July 5. This was due to heightened fear of large sell pressure from the movement of Mt Gox redistributed Bitcoin.

Kane Bisogni July 10, 2024

"Before joining UpTrade I would be quite stressed about where to find good quality information and access the best tools to make my trades. Crypto is complex and moves so quickly, I was spending a lot of time searching for sound basis for my investment decisions. UpTrade has been amazing, and given me so much peace of mind. I don't worry about the volatility in the market anymore, I am excited by it. I know that George is monitoring my account and I love receiving his calls. Best of all, I love the performance of my portfolio!"

Jennifer

Investor

"Jeff was my Crypto Broker both at Caleb & Brown for 4 years and now again at Uptrade. In all this time I only have good things to say about Jeff. My experiences with him has always been that he is full of integrity and I am met with enthusiasm and excitement for my success. As a crypto educator with thousands of clients, I can speak with authority when I say that Jeff is one of the best at what he does and even better than that is, he has proven over 1000's of transactions-- his trustworthiness. This particular point is one of the most important to me. I can only thank Jeff by telling you --his newest client-- that you are connecting yourself to an incredible human, broker, and friend, who will have your best interests in mind… don't hesitate!"

CryptoJay

Influencer

"Running a company in the blockchain industry, I need to constantly move funds between Fiat and crypto. Before moving to UpTrade, this would take so much time trying to manage liquidity, price variations and fees. We now rely on UpTrade for our on ramp and off ramp. It has saved me so much time that I can now use for much higher value tasks."

Jan Hartmann

Perion Labs

Preferred Partners

We understand it pays to build relationships with experts. We find the best-of-breed professional services to leverage in our business and provide specialized support to our clients.

All transactions are verified for safety using Chainalysis.

Accounting services provided by crypto natives.

Professional grade research to create and validate insights.

Access to crypto funds through a proven performer.

Client holdings are secured in their own wallets by Fireblocks (the world’s gold standard in custody), giving peace of mind that your assets are at arm’s length from risk.

Legal services from a professional who understands the rapidly evolving global regulatory environment.