Next Up Financial

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

9375 E Shea Blvd Ste 100, Scottsdale, Ar...

Phone Number

(480) 424-4564

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Next Up Financial

Next Up Financial offers personalized financial coaching and wealth management services aimed at helping individuals and families navigate their financial journeys. They provide expert guidance on budgeting, investment strategies, retirement planning, and more, ensuring that clients' financial goals align with their core values. The company emphasizes a holistic approach to financial management, catering to clients from all backgrounds, regardless of their financial status. With a focus on accountability and understanding, Next Up Financial empowers clients to take control of their finances and achieve a balanced life.Explore more
Next Up Financial's Social MediaPopular SearchesNext Up FinancialNext Up Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Next Up Financial Org Chart

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Amanda Wray, Founder at Next Up Financial
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Next Up Financial

<$5M
1-10
Private
-
2020
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
1875
DD
Demetri DoumasSenior Director, Operations
<$5M
1-10
Private
-
2020
AS
Anna SchnellerAssociate Planner
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2018
FJ
Frank JolleyCo-Chief Investment Officer
<$5M
1-10
Private
-
2010
LH
Lisa HodusVice President, Private Wealth Supervision Manager
Illustration of an envelope

Next Up Financial Tech Stack

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Frequently Asked Questions Regarding Next Up Financial

What is Next Up Financial's official website?
Next Up Financial's official website is www.nextupfinancial.com
What is Next Up Financial's Revenue?
Next Up Financial's revenue is <$5 Million
What is Next Up Financial's SIC code?
Next Up Financial's SIC: 62,628
What is Next Up Financial's NAICS code?
Next Up Financial's NAICS: 52,523
How many employees does Next Up Financial have?
Next Up Financial has 1-10 employees
What industry does Next Up Financial belong to?
Next Up Financial is in the industry of: Finance, Securities Trading
What is Next Up Financial competition?
Next Up Financial top competitors include: Dowd Financial Group, IBIO Capital, Richard Jones, 3 Dimensional Wealth Advisory
What technology does Next Up Financial use?
Some of the popular technologies that Next Up Financial uses are: goo.gl, NS1, Squarespace Online Stores, Google Tag Manager
How do I contact Next Up Financial?
Next Up Financial contact info: Phone number: (480) 424-4564 Website: www.nextupfinancial.com
What does Next Up Financial do?

Next Up Financial offers personalized financial coaching and wealth management services aimed at helping individuals and families navigate their financial journeys. They provide expert guidance on budgeting, investment strategies, retirement planning, and more, ensuring that clients' financial goals align with their core values. The company emphasi... zes a holistic approach to financial management, catering to clients from all backgrounds, regardless of their financial status. With a focus on accountability and understanding, Next Up Financial empowers clients to take control of their finances and achieve a balanced life.Read More

What are Next Up Financial social media links?
Next Up Financial Linkedin page Next Up Financial Twitter page Next Up Financial Facebook page
Is Next Up Financial a public company?
Next Up Financial is private company therefore does not currently have an official ticker symbol
See more information about Next Up Financial

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