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Upworth

Upworth is a platform and one stop shop for financial products helping you track, plan and grow your wealth

Raised 1M EQUITY on November 15, 2023

About

Upworth aggregates savings, crypto, loans, mortgages, superannuation and frequent‑flyer accounts, accessing 170k securities across 70+ exchanges, and uses open banking and AI for insights and a 60‑second mortgage check.

Mission

Upworth offers a free consumer dashboard that aggregates savings accounts, crypto wallets, loans and mortgages, superannuation and frequent flyer accounts, and provides access to 170,000 securities across 70+ global exchanges. The platform leverages open banking (consumer data right) and AI to generate insights and help users build wealth, including a mortgage refinancing module that shows in 60 seconds if users can save on loans. Upworth emphasizes security and privacy, storing customer data in Australia with military‑grade encryption and meeting the country’s open banking security and privacy requirements. The company has launched educational initiatives including a knowledge base called Upworth Hive and a podcast, Upworth Talks, to boost financial literacy. The team says it is working on new tools for 2024 such as a self-serve financial roadmap, a fee scanner to reduce financial costs, and other premium features. The business has just completed its first external raise, which supports its product rollout starting in Australia.

Quick Facts

Founded

2023

Funding

EQUITY

Industry

Financial Services, Wealth Management

Team Size

1-10

Headquarters

Sydney, New South Wales, Australia