Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Uplift Investing Logo
Uplift Investing CB Rank
1033239
Heat Score
67
Uplift Investing is a boutique socially responsible investing firm that offers financial planning and advisory services.
Founded
obfuscation
Private San Rafael, California, United States1-10 upliftinvesting.com
Consulting
Financial Services
Professional Services
Overview

Uplift Investing
Heat Score
67

Growth Score
pts
in past quarter
Heat Score 67
-16 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Uplift Investing

CB Rank
1033239
Uplift Investing is a boutique socially responsible investing firm that offers financial planning and advisory services.
Founded
obfuscation
Private San Rafael, California, United States1-10 upliftinvesting.com
Consulting
Financial Services
Professional Services

Details

Legal Name Uplift Investing, Inc.
Operating Status Active
Company Type For Profit
Phone Number +1 800 988 8912
Contact Email connect@upliftinvesting.com
Predictions & Insights

Products & Services

Personalized Investment Advisory Services
Customized financial planning and investment portfolio management tailored to individual client needs and values.
Financial Planning and Retirement Strategy
Comprehensive financial planning including retirement saving strategies to help clients manage and grow their financial assets.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News
Technology
View Tech Report

IT Spend

$69.7KThis year, Uplift Investing is projected to spend $69.7K on IT, according to Aberdeen.

Active Website Tech Count

4Uplift Investing is actively using 4 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  CloudFront.
Sub-Organizations
Frequently Asked Questions

Where is Uplift Investing's headquarters? Uplift Investing is located in San Rafael, California, United States.Who are Uplift Investing's competitors? Alternatives and possible competitors to Uplift Investing may include The CAPROCK Group, Brighter Investing, and  Berger Financial Group.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(55a1db1 1)
|