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Upstate Wealth Management Logo
Upstate Wealth Management Growth Score
80
CB Rank
1511859
Heat Score
67
Upstate Wealth Management is a company specializing in financial planning & accounting and financial & development services for businesses.
Founded
obfuscation
Private Greenville, South Carolina, United States1-10 www.upstatewealthmanagement.com/about-us
Accounting
Consulting
Finance
Financial Services
Wealth Management
Overview

Upstate Wealth Management
Growth Score
80
Heat Score
67

Growth Score80
-5 pts
in past quarter
Heat Score 67
-4 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
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Raised Funding Round
Jan 1, 1970
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About Upstate Wealth Management

CB Rank
1511859
Upstate Wealth Management is a company specializing in financial planning & accounting and financial & development services for businesses.
Founded
obfuscation
Private Greenville, South Carolina, United States1-10 www.upstatewealthmanagement.com/about-us
Accounting
Consulting
Finance
Financial Services
Wealth Management

Details

Legal Name Upstate Wealth Management
Operating Status Active
Company Type For Profit
Phone Number 864-655-4700
Contact Email jared.hartzell@upstatewealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Individualized Financial Planning
A service that provides a comprehensive evaluation of a client's financial situation to create a tailored financial plan.
401(k) Plan Solutions for Businesses
A service offering comprehensive management and oversight of 401(k) retirement plans to reduce administrative burden and fiduciary liability for employers.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 3
News
Technology
View Tech Report

IT Spend

$72.2KThis year, Upstate Wealth Management is projected to spend $72.2K on IT, according to Aberdeen.

Actively Used Products

9Upstate Wealth Management uses 9 technology products and services including HTML5, Google Fonts, and  Google Compute Engine, according to G2 Stack.

Active Website Tech Count

3Upstate Wealth Management is actively using 3 technologies for its website, according to BuiltWith. These include Euro and  CommonCrawl Top 200m.
Sub-Organizations
Frequently Asked Questions

Where is Upstate Wealth Management's headquarters? Upstate Wealth Management is located in Greenville, South Carolina, United States.Who are Upstate Wealth Management's competitors? Alternatives and possible competitors to Upstate Wealth Management may include HighTower Advisors, Creative Planning, and  Paychex.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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