OneUp, operating under Kensys, provides analytics and monitoring tools to self-directed investors. OneUp offers algorithmically generated stock ideas and model stock lists based on client-selected preferences. OneUp does not directly manage client assets, place trades, or provide personalized investment advice. All investment decisions are made by the client.
Assets Under Management$0
Clients60
AdvisorsN/A
Avg. per Client$0
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
OneUp does not manage client investments. It provides analytics and stock ideas for a fixed monthly subscription fee.
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Location
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