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Upright Planning Logo
Upright Planning CB Rank
1415488
Heat Score
62
Upright Planning renders investment management, insurance, retirement planning, annuities, financial planning & wealth management services.
Founded
obfuscation
Private Rockville, Maryland, United States1-10 www.uprightplanning.com/
Advice
Financial Services
Insurance
Retirement
Wealth Management
Overview

Upright Planning
Heat Score
62

Growth Score
pts
in past quarter
Heat Score 62
-6 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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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Upright Planning

CB Rank
1415488
Upright Planning renders investment management, insurance, retirement planning, annuities, financial planning & wealth management services.
Founded
obfuscation
Private Rockville, Maryland, United States1-10 www.uprightplanning.com/
Advice
Financial Services
Insurance
Retirement
Wealth Management

Key People

Details

Legal Name Upright Planning, LLC
Operating Status Active
Company Type For Profit
Founders  James Chang
Phone Number +1-301-928-9573
Contact Email admin@uprightplanning.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Professional management of investment portfolios to meet clients' financial goals through various strategies.
Alternative Investments
Investment options that provide income streams and diversification with low correlation to traditional assets.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$82KThis year, Upright Planning is projected to spend $82K on IT, according to Aberdeen.

Active Website Tech Count

2Upright Planning is actively using 2 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Upright Planning's headquarters? Upright Planning is located in Rockville, Maryland, United States.Who are Upright Planning's competitors? Alternatives and possible competitors to Upright Planning may include HighTower Advisors, LPL Financial, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
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