Upright Planning
Finance · Maryland, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
15245 Shady Grove Rd Ste 310, Rockville,...Phone Number
(240) 479-2688Website
www.uprightplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Upright Planning
Upright Planning is a financial services firm dedicated to supporting, educating, and guiding clients in achieving their financial goals. They offer a range of services including investment management, alternative investments, annuities, retirement income planning, insurance, and wealth transfer strategies. With a team of certified financial planners and over fifty years of combined experience, they focus on maintaining long-term relationships with clients and educating them on investment concepts. Their target clients include individuals seeking professional financial planning and investment management services.Explore more
Popular Searchesupright planning LLCUpright Financial LLCUpright PlanningSIC Code 62,628NAICS Code 52,523Show more
Upright Planning 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 Upright Planning your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Funding: Get notified immidiatlly once Upright Planning has new funding data
Check if Upright Planning has recently received funding, and reach out quickly before it becomes old news!
Check out if Upright Planning is spiking on competitors!
Upright Planning, which may be a good buyer, showed buying intent in Masked Content Topic
Website visits: Recent activity has been detected on your website
Congratulate Masked Content for being promoted to Masked Content at Upright Planning
Earning: See what the market has to say on Upright Planning recently announced quarterly report
Click to see if Upright Planning had a recent Job posting/layoffs
Product Launch: Get notified when Upright Planning launches new products
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Recommended Actions
Reach out to Masked Content who joined Upright Planning as Masked Content
Find more new buyers
Compare Similar Companies to Upright Planning
Compare insights from companies similar to Upright Planning, 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
Upright Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Upright Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Upright Planning.
Upright Planning financials insights
Gather financial insights about Upright Planning, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$31K
Upright Planning Tech Stack
A closer look at the technologies used by Upright Planning
Top Finance Companies
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Upright Planning
Sign Up For FreeTo access detailed company insights
Upright Planning is a financial services firm dedicated to supporting, educating, and guiding clients in achieving their financial goals. They offer a range of services including investment management, alternative investments, annuities, retirement income planning, insurance, and wealth transfer strategies. With a team of certified financial planne... Read More
