KeepUp shows you your whole financial picture in one place. The Marketplace is the part of KeepUp that helps you act on it: financial products from third-party providers, matched to the portfolio you already track, shown inside the app you already use. It is free, it is optional, and it is open to signed-in users in the United States.
Each offer shows its key numbers, such as a fee, a price, or a bonus, as the provider publishes them, with the date we last checked them. Introductions to advisory firms will follow, made only when you ask for one.
Providers are added as we sign them. We list a small number of partners per category, not the whole market, so the Marketplace does not cover every product available to you.
Pick your state, and the Marketplace shows only what is offered there. The offers picked for you at the top are selected on KeepUp's own servers from the balances and asset mix you already track, whether you entered them yourself or connected an account: a crypto exchange if none of your money is in crypto, say, or a will once your net worth passes $250,000. The selection is shown only to you. No provider is told who saw an offer, or why.
You can turn personalization off in Account Settings. The Marketplace then shows you the same general list as anyone else, without using your financial data.
Providers pay KeepUp a referral fee when you open a product through the Marketplace or when an introduction is made, and some advisory firms instead pay a flat monthly fee to be listed. You never pay more because you came through KeepUp. That compensation may influence which products we list and how they are presented. Our Advertiser Disclosure, linked at the top of the Marketplace, explains this in full, and Section 6 of our Privacy Policy is the binding description of what we do with your data.
KeepUp places offers in front of people at the moment they are reviewing the money the offer is about. Placements run through standard affiliate tracking links; there is no data integration to build. If you would like your product in the Marketplace, write to [email protected].