Unlock Your Potential

Tired of the traditional Broker Dealer? Want to offer something exciting but concerned about the risk? Work with us to discover an alternate model to enhance your career.UpMarket was created to empower individual investors by increasing the variety and quality of investment opportunities available to them. Join our distribution channel to help your clients build wealth by delivering institutional-grade alternative investments, and a variety of insurance products.We're excited to deliver more choice, more opportunity, and more growth potential for your business.

a broker dealer that makes it easier to succeed

Flexible affiliation options, discounted fees for independent reps
Streamlined compliance review, ease of doing business
Competitive payouts

robust PRODUCT ACCESS & TECHNOLOGY suite

Access to major product lines of life insurance and annuities
Alternative investments including pre-ipo companies, hedge funds, and private equity
Technology and tools to streamline business operations

Expertise Serving High-Net-Worth Clients and Foreign Investors

Premium financing capabilities, advanced life insurance planning
Foreign national underwriting
Impaired risk underwriting

Alternative investments, unlocked.

UpMarket's mission is to unlock the private markets for individual investors.Our proprietary technology enables seamless investment-to-exit management for a myriad of alternative investments including pre-IPOs, hedge funds, real estate, private equity, venture funds, and other asset classes.Founded in 2019, UpMarket has helped investors deploy over $140 million into private markets.We serve clients across the country with primary offices in Seattle, San Francisco and New York.

extremely competitive suite of offerings

UpMarket offers access to world-class private equity and hedge fund sponsors, along with direct Pre-IPO investments in some of the world's most popular private companies.Complementary Product Offerings:
Fixed & Variable Life Insurance/Annuities, LTCi.

offer your clients more

"My insurance sales business has transformed since joining UpMarket. I can now seamlessly offer my clients hard-to-access deals like OpenAI, Neuralink, and SpaceX with ease. The impact is clear – I'm enhancing my business by delivering exceptional value to my clients with minimal additional effort.”-Jun, Senior VP, Investment Services

the right tools to build trust

"At UpMarket, I love working with our high-net-worth investors who value trust above all. UpMarket's edge lies in sourcing exceptional deals that excite our investors and our willingness to walk away from deals that don't serve our clients. Having client trust and a large suite of high-demand products to sell makes UpMarket a thrilling place for ambitious sales talent."-Bowie, Assistant VP, Investment Services

Investments that excite

"UpMarket's proprietary deal flow allows us to offer investors access to some of the most sought-after private investments from hedge funds to Pre-IPO investments in hot startups. That gets clients excited to work with us and makes my job easier and more rewarding."-Pan Pan, Manager, Investment Services

take your career upmarket

Learn more about our offering and speak to a member of our team today. View open opportunities.

Vast product suite
extremely competitive compensation
technology and resources to support your growth

take the next step

Use the form below to speak with a member of the UpMarket Team Today