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About U Portfolio Trading Inc.
U Portfolio Trading Inc. (UPT) is a financial education company that provides a membership-based service to help bridge the gap between self-directed investors and investment opportunities.
Through the company’s fully-owned mobile app, “My UPT Office,” members receive a personable experience that provides them with various actionable investment opportunities, educational content, and live interactive classes.
Our commitment is to educate, spark new ideas, and keep members engaged & informed, empowering them to navigate the world of finance with continued success. U Portfolio Trading Inc. has already helped hundreds of Canadians make superior financial decisions and, over the next decade, will strive to help hundreds of thousands more.
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Michael Lewis | CEO
Michael Lewis is a visionary with over a decade of self-directed investment and trading experience. He founded UPT with a clear vision in mind to offer a personable experience that helps self-directed investors successfully navigate the financial world. He is responsible for the long-term success of the company, committed to improving Canada’s financial future. Additionally, he sits on the board of directors for a rapidly growing Canadian start-up where he provides his financial expertise.
Pitch Deck
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Express Interest
Join our Waitlist to get updates about our upcoming raise on Equivesto.
Disclaimer: This content is provided for informational purposes only. This is not a solicitation to purchase securities. The content on this page may contain forward looking statements that have not and cannot be verified, and past results are not indicators of future performance. The information on this page has not been verified by Equivesto Canada Inc. Prior to any securities being offered relating to this entity on Equivesto's platform, Equivesto Canada Inc. will complete its due diligence and Know Your Product process to confirm the eligibility of any securities for purchase by investor clients through the Equivesto platform. Equivesto Canada Inc. maintains the right to approve any investor client or issuer client prior to being given access to the Equivesto platform. Providing your information on this page does not guarantee you the ability or right to purchase securities in the future, either via the Equivesto platform or from the company listed here. There is no guarantee that this company will offer securities via the Equivesto platform in the future.