Beijing, 100020,
China
UP Fintech Holding Limited Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by UP Fintech Holding Limited and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1134 UP Fintech Holding Limited employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that UP Fintech Holding Limited has purchased the following applications: Interactive Brokers TWS Mosaic OMS for Trade Order Management System (TOMS) in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems UP Fintech Holding Limited is running and its propensity to invest more and deepen its relationship with Interactive Brokers or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing UP Fintech Holding Limited revenues, which have grown to $219.3 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for UP Fintech Holding Limited intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Interactive Brokers | Legacy | Interactive Brokers TWS Mosaic OMS | Trade Order Management System (TOMS) | Investment Management | n/a | 2016 | 2016 |
In 2016, UP Fintech Holding Limited implemented Interactive Brokers TWS Mosaic OMS as a Trade Order Management System (TOMS) through fully disclosed and consolidated account clearing agreements executed by its New Zealand entity. The arrangement went live in 2016 to provide execution, clearing and settlement for brokered trades supporting finance and trading operations in APAC.
Interactive Brokers TWS Mosaic OMS was deployed to handle core Trade Order Management System (TOMS) functions including order routing, execution management, trade blotter capabilities and clearing and settlement interfaces that are typical for a TOMS. The implementation emphasized consolidated account clearing, with execution flow and post trade processing conducted under Interactive Brokers' clearing framework.
The relationship with Interactive Brokers is explicitly documented in UP Fintech and Tiger Brokers SEC filings as a clearing and execution relationship rather than an inferred integration, establishing contractual operational responsibilities. Operational coverage centered on the New Zealand legal entity, which engaged Interactive Brokers to provide execution, clearing and settlement services for brokered trades serving APAC trading operations.
Governance and operational responsibilities were formalized via the consolidated account clearing agreements recorded in regulatory disclosures, aligning trade processing, custody and settlement responsibilities between UP Fintech and Interactive Brokers. Interactive Brokers TWS Mosaic OMS therefore served as the primary execution and clearing platform for UP Fintech's brokered trade flows under those agreements.
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