Corporate cash deserves the same rigor as every other asset on your balance sheet. Upside brings institutional-grade treasury management to businesses that expect more from their capital.
We maintain clear separation between technology, custody, and portfolio management, so client funds are always held within regulated, institutional-grade systems.
Backed by the strength of National Bank of Canada, established 1859.
Winner of Wealth Professional's Top 40 Under 40 for 2025.
Cash shouldn't sit idle just because treasury is complicated. Upside manages the strategy, executes within your approved investment policy, and delivers better returns.
Reporting, forecasting, and portfolio analysis handled by AI instead of spreadsheets and extra hires. Your finance team gets better output with less effort.
Bank-grade encryption. Rigorous money-movement approval controls. We built Upside to meet the standards your auditors expect.
Built for finance leaders who treat cash as a strategic asset, not a line item. Upside brings together portfolio management, AI-powered analytics, and institutional custody in a single platform your board can trust.