Up Capital Management - Crunchbase Company Profile & Funding

Overview

Up Capital Management

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Up Capital Management

CB Rank

1205896

Up Capital Management is a financial company.

Founded

obfuscation

Private

Granite Bay, California, United States

1-10

upcapitalmgmt.com

Finance

Financial Services

Wealth Management

Details

Legal Name

Up Capital Management Inc.

Operating Status

Active

Company Type

For Profit

Founders

Anton Bayer

About the Company

Up Capital Management is a wealth management for individual and corporate clients. In addition, they provide investment advisory services for retirement plans. The investment strategies are designed for family verse trying to sell products designed.

Phone Number

+1 916 520 6420

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

401K Management

Management and advisory services for company 401(k) retirement plans, focusing on fiduciary responsibility, low-cost funds, and employee engagement.

Wealth Management

Financial advisory services to help clients build and manage their wealth aligned with personal and financial goals.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

1-10

Contacts

News

Technology

View Tech Report

IT Spend

$83.3K

This year,

Up Capital Management

is projected to spend

$83.3K

on IT, according to Aberdeen.

Actively Used Products

Up Capital Management

uses

technology products and services including

HTML5

Google Drive

, and

Convertkit

, according to G2 Stack.

Active Website Tech Count

Up Capital Management

is actively using

technologies for its website, according to BuiltWith. These include

Nuxt Hosted

Lists Featuring This Company

California Financial Services Companies (Top 10K)

9,822 Number of Organizations • $249B Total Funding Amount • 11,077 Number of Investors

Wealth Management Companies With Less Than $10M in Revenue (Top 10K)

9,739 Number of Organizations • $6.6B Total Funding Amount • 1,767 Number of Investors

Wealth Management Companies With Fewer Than 1000 Employees (Top 10K)

9,762 Number of Organizations • $34.9B Total Funding Amount • 3,485 Number of Investors

Wealth Management Companies With More Than $1M in Revenue (Top 10K)

9,909 Number of Organizations • $219.5B Total Funding Amount • 2,722 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Up Capital Management

's headquarters?

Up Capital Management

is located in

Granite Bay, California, United States

Who are

Up Capital Management

's competitors? Alternatives and possible competitors to

Up Capital Management

may include

HighTower Advisors

Bank of Montreal

, and

Mariner Wealth Advisors