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Upstock.io

By Upstock.io

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4.2 out of 5 stars

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Upstock.io Reviews & Product Details

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Upstock.io Reviews (37)

Reviews

Upstock.io Reviews (37)

4.2
37 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the platform for its ease of use and intuitive interface, which simplifies equity management for startups and small teams. The digital dashboard effectively reduces confusion around equity distribution, making it accessible even for those without a finance background. However, some users note that it can feel limited in customization and integration options.

Pros & Cons

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Rahul Krishnakumar T.
RT
Software Engineer
Mid-Market (51-1000 emp.)
"Simple and Transparent Equity Management Platform"
What do you like best about Upstock.io?

Upstock.io makes equity management straightforward and transparent, especially for startups and small teams that want to share equity in a fair way. The interface is clean and intuitive, and it helps eliminate confusion around equity, vesting, and ownership distribution. I appreciate that it simplifies legal and financial complexities into an easy-to-use dashboard that even non-finance people can understand. It’s also a huge plus that everything is digital, reducing paperwork and keeping stakeholders aligned. Review collected by and hosted on G2.com.

What do you dislike about Upstock.io?

While the platform is great for simplicity, it can sometimes feel limited when it comes to advanced customization and integration with other financial or HR tools. Reporting features could be more detailed, and at times the onboarding flow requires additional explanation for people unfamiliar with equity terms. Customer support is generally helpful, but response times could be faster during peak periods. Review collected by and hosted on G2.com.

Shashwat P.
SP
Ad Sales Executive
Marketing and Advertising
Small-Business (50 or fewer emp.)
"It is one of the amazing online trading application for the people who need proper information."
What do you like best about Upstock.io?

It helped me to get useful insights about the stocks and helped me in my stock trading experience. This application is one of the best among all trading websites. Review collected by and hosted on G2.com.

What do you dislike about Upstock.io?

It Doesn't always help you get the information you need and what makes me more cautious is that it has an unregulated broker system. And most of the time support team isn't a good help Review collected by and hosted on G2.com.

Jasjeet S.
JS
Founder and Director
Small-Business (50 or fewer emp.)
"Retain your workforce with Upstock"
What do you like best about Upstock.io?

It is one of the top discount stock brokers that offers high profits with a decent trading platform that is easy to use, accessible and available at the low brokerage. suitable for traders who are looking for advanced technology-based trading platform Review collected by and hosted on G2.com.

What do you dislike about Upstock.io?

Does not offer free direct mutual funds solutions as the mutual fund is one of the easiest investment options for laymen. Also lacks online IPO options. The trading platform and tools are somewhat lacking when compared with the competition Review collected by and hosted on G2.com.

Yug G.
YG
Software Engineer
Small-Business (50 or fewer emp.)
"The Best RSU Management Software"
What do you like best about Upstock.io?

Upstock let us show the growth of equity in real time very easily to our employees and It helps in retaining more and more employees and boosts their motivation to work towards a common goal. Review collected by and hosted on G2.com.

What do you dislike about Upstock.io?

I have been using upstock for quite a while now, It is working super smooth, however, there are downtimes, but that isn't a big issue but will surely update the review if I find any dislikes in the future. Review collected by and hosted on G2.com.

Deep G.
DG
Sales Manager
Small-Business (50 or fewer emp.)
"Easy to trade and work"
What do you like best about Upstock.io?

I like the ease of viewing the stocks in real time and collaborating with the teams. It provides a good interface that can be compared to any existing share market firms. Review collected by and hosted on G2.com.

What do you dislike about Upstock.io?

Nothing much is to get disliked, but there might be a delay of 1-2s while dealing with trades, which can be improved. However, they make sure that there is no loss or over gain, but it would be nice to have more preciseness. Review collected by and hosted on G2.com.

Pitabas P.
PP
Associate
Small-Business (50 or fewer emp.)
"Great product to attract talent"
What do you like best about Upstock.io?

Upstock.io is the most user friendly product i have used. It helps me retain my team by offering them the best deal. It make the legal process easy I has also introduced crypto options. Review collected by and hosted on G2.com.

What do you dislike about Upstock.io?

It should have easier buy back option when I want to buy back the equity. Review collected by and hosted on G2.com.

Vivek S.
VS
Presales Solutions Architect
Mid-Market (51-1000 emp.)
"Review for Upstock.io"
What do you like best about Upstock.io?

The UI of Upstock is great. The ease of adding any equity and checking their past trends and adding them to the watchlist is something very easy to use. With minimalistic clicks you can perform most of the actions. Review collected by and hosted on G2.com.

What do you dislike about Upstock.io?

Sometime the Upstock server is down during the trading hours or the quity for execution are pending or struck. Again this is a very rare event but this happened to me once. Review collected by and hosted on G2.com.

SC
Technology Analyst
Enterprise (> 1000 emp.)
"Employee Engagement using stock"
What do you like best about Upstock.io?

The employee engagement program using ESOP is one of the greatest solutions to tackle the attrition problems. Upstock allows you to do this easily with dashboards Review collected by and hosted on G2.com.

What do you dislike about Upstock.io?

There needs to be different plans for company to onboard. The website needs to be updated with the different pricing plans and also a free trial can help businesses evaluate the software Review collected by and hosted on G2.com.

Verified User in Architecture & Planning
UA
Small-Business (50 or fewer emp.)
"An interesting tool for financial modelling and equity services"
What do you like best about Upstock.io?

Upstock has a good set of features to help you navigate the complexities of equity distribution and created a platform for easier management of company stocks. Review collected by and hosted on G2.com.

What do you dislike about Upstock.io?

Upstock has presented itself as a tool for reducing the income difference between different hierarchies of a company by providing easier equity shares to the employees. However, it still cannot control or influence the core policies of conglomerates to distribute fair equity to their employees. Review collected by and hosted on G2.com.

Shikha K.
SK
Marketing
Enterprise (> 1000 emp.)
"Helpful Equity As a Service"
What do you like best about Upstock.io?

It is an affordable and efficient platform for companies to offer their hardworking employees the option to have restricted stock units; it's pretty reasonable and provides the best suitable lot possible. Review collected by and hosted on G2.com.

What do you dislike about Upstock.io?

It's significantly less known in the market. There are other fintech firms in the market with synonymous names, making it difficult to stand out with less promotion. Review collected by and hosted on G2.com.

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