Uptown Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

3080 Yonge St Ste 6060, Toronto, Ontario...

Phone Number

(647) 255-8846

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Uptown Wealth Management

Choose to work with Uptown Wealth Management and you're choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard. Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your plan based on your priorities and manage it, hands-on to optimize your investment.Explore more
Uptown Wealth Management's Social MediaPopular SearchesUptown Wealth Management IncInvestment Planning Counsel IncUptown Wealth ManagementCom UptownwealthmanagementUptown Wealth Management - Investment Planning Cou...SIC Code 62,628NAICS Code 52,523Show more

Uptown Wealth Management Org Chart

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BC
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Uptown Wealth Management

<$5M
1-10
Private
-
2010
BC
Brett CransonFinancial Advisor
<$5M
11-50
Private
-
2000
SM
Stephanie MillerAdministrative Assistant
<$5M
11-50
Private
-
2001
N/A
<$5M
1-10
Private
-
-
DM
Daman MilsomFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
DB
Donna BertoliManager, Payroll
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Uptown Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Uptown Wealth Management Tech Stack

A closer look at the technologies used by Uptown Wealth Management

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Frequently Asked Questions Regarding Uptown Wealth Management

What is Uptown Wealth Management's official website?
Uptown Wealth Management's official website is www.uptownwealthmanagement.com
What is Uptown Wealth Management's Revenue?
Uptown Wealth Management's revenue is <$5 Million
What is Uptown Wealth Management's SIC code?
Uptown Wealth Management's SIC: 62,628
What is Uptown Wealth Management's NAICS code?
Uptown Wealth Management's NAICS: 52,523
How many employees does Uptown Wealth Management have?
Uptown Wealth Management has 1-10 employees
What industry does Uptown Wealth Management belong to?
Uptown Wealth Management is in the industry of: Finance, Securities Trading
What is Uptown Wealth Management competition?
Uptown Wealth Management top competitors include: Investment Planning Counsel, Investment Planning Counsel, Investment Planning Counsel, Murray Milsom
What technology does Uptown Wealth Management use?
Some of the popular technologies that Uptown Wealth Management uses are: Cloudflare Website Optimization, MailChimp, Barracuda Networks, Datadog
How do I contact Uptown Wealth Management?
Uptown Wealth Management contact info: Phone number: (647) 255-8846 Website: www.uptownwealthmanagement.com
What does Uptown Wealth Management do?

Choose to work with Uptown Wealth Management and you're choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard. Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your plan based on your priorities and manage it,... hands-on to optimize your investment.Read More

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

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