47
Growth Score
pts
Heat Score
-17 pts
Company Performance Metrics
Score
Trend
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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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2179674
Uplevel Wealth offers fee-only, fiduciary financial planning services to help clients achieve financial independence.
About the Company
Uplevel Wealth provides fee-only, fiduciary financial planning services. The company focuses on creating thoughtful, clear, and intentional financial plans to help clients achieve their financial goals. Uplevel Wealth aims to foster financial independence for clients and their families through personalized advice and strategic planning. The firm
operates as a registered investment adviser in the State of Oregon.
