Up Financial
Finance · Canada · 1-10 Employees
View Company Info for Free
Overview
Headquarters
396 11 Ave SW, Calgary, Alberta, T2R 0C5...Phone Number
(587) 316-4070Website
www.upfinancial.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Up Financial
Up Financial is a Registered Wealth Management and Financial Planning firm based in Calgary, specializing in sophisticated investment advice and comprehensive financial planning for clients across Canada. The firm offers a range of services including personal and corporate financial planning, investment management, tax planning, risk management, and estate planning. Up Financial is dedicated to providing independent, customized advice while prioritizing clients' best interests, particularly for senior executives, entrepreneurs, and multi-generational families. Investment management services are provided through Up Investment Management of Aligned Capital Partners.Explore more
Up Financial Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Up Financial your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check if Up Financial has recently received funding, and reach out quickly before it becomes old news!
Funding: Get notified immidiatlly once Up Financial has new funding data
Check out if Up Financial is spiking on competitors!
Click to see if Up Financial had a recent Job posting/layoffs
Website visits: Recent activity has been detected on your website
Congratulate Masked Content for being promoted to Masked Content at Up Financial
Earning: See what the market has to say on Up Financial recently announced quarterly report
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when Up Financial launches new products
Up Financial, which may be a good buyer, showed buying intent in Masked Content Topic
Recommended Actions
Reach out to Masked Content who joined Up Financial as Masked Content
Find 2 more new buyers
Compare Similar Companies to Up Financial
Compare insights from companies similar to Up Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Up Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Up Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Up Financial.
Up Financial Tech Stack
A closer look at the technologies used by Up Financial
Top Finance Companies
Frequently Asked Questions Regarding Up Financial
Sign Up For FreeTo access detailed company insights
Up Financial is a Registered Wealth Management and Financial Planning firm based in Calgary, specializing in sophisticated investment advice and comprehensive financial planning for clients across Canada. The firm offers a range of services including personal and corporate financial planning, investment management, tax planning, risk management, an... Read More
