Upwealth
Infrastructure & Services
Description
Upwealth is an AI-powered, Web3-native investment and management platform registered SEC (US) and AMF (EU) designed for financial professionals (RIAs, wealth managers) to seamlessly offer digital asset investments to their customers. Vision & Objectives: Upwealth aims to bridge traditional finance and Web3, allowing professionals to offer, manage, and automate digital asset portfolios through Smart Contract SMAs and AI-driven investment tools—all within a regulated, secure, and scalable environment. We have implemented an off-chain proof-of-concept showcasing Upwealth’s crypto asset management and trading capabilities, including: • A trading engine connected via API to CEXs and DEXs for automated order execution. • A portfolio rebalancing and backtesting module optimizing investment strategies. • An asset aggregator enabling customers to connect 350+ protocols, wallets, and exchange accounts for a unified portfolio view. We plan to integrate on-chain operations by: • Connecting Soroban to Upwealth for decentralized portfolio management via smart contracts. • Enhancing DeFi and on-chain liquidity through Stellar’s AMMs, and leveraging platforms such as Allbridge (cross-chain bridge) and Blend Protocol for seamless asset transfers and liquidity access.
