Uplift Investing

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1617 Homewood Dr, Altadena, California, ...

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 Uplift Investing

Uplift Investing, Inc is an independently owned registered investment advisor based in California, dedicated to providing personalized investment strategies that align with clients' values. The firm focuses on empowering clients to make informed financial decisions while growing their wealth through customized portfolios. Uplift Investing emphasizes a responsible approach to investing, ensuring that clients' financial goals are met without the influence of commission-driven products. Their mission is to make financial knowledge accessible and to foster a community where both clients and the firm thrive together.Explore more
Uplift Investing's Social MediaPopular SearchesUplift Investing IncUplift Invest LLCUpliftinvestingUplift InvestingUplift Investment Group LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Uplift Investing

<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
2004
SK
Sylwia KaminskiClient Services Associate
<$5M
1-10
Private
-
1999
CF
Casey FitchettAssociate Advisor
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
2013
ME
Marc EppingerFinancial Planner
<$5M
1-10
Private
-
2012
PP
Peter PittmanFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Uplift Investing is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Uplift Investing is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Uplift Investing.

Uplift Investing Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Uplift Investing

What is Uplift Investing's official website?
Uplift Investing's official website is www.upliftinvesting.com
What is Uplift Investing's Revenue?
Uplift Investing's revenue is <$5 Million
What is Uplift Investing's SIC code?
Uplift Investing's SIC: 62,628
What is Uplift Investing's NAICS code?
Uplift Investing's NAICS: 52,523
How many employees does Uplift Investing have?
Uplift Investing has 1-10 employees
What industry does Uplift Investing belong to?
Uplift Investing is in the industry of: Finance, Securities Trading
What is Uplift Investing competition?
Uplift Investing top competitors include: Pine Haven Investment Counsel, Aspen Leaf Wealth Management, Tribeca Financial, Cascade Financial Strategies
What technology does Uplift Investing use?
Some of the popular technologies that Uplift Investing uses are: Google Cloud Web Serving, Google Cloud Platform, Google Font API, Amazon Web Hosting
What does Uplift Investing do?

Uplift Investing, Inc is an independently owned registered investment advisor based in California, dedicated to providing personalized investment strategies that align with clients' values. The firm focuses on empowering clients to make informed financial decisions while growing their wealth through customized portfolios. Uplift Investing emphasize... s a responsible approach to investing, ensuring that clients' financial goals are met without the influence of commission-driven products. Their mission is to make financial knowledge accessible and to foster a community where both clients and the firm thrive together.Read More

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

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