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Upstate Special Needs Planning Logo
Upstate Special Needs Planning Growth Score
81
CB Rank
1596172
Heat Score
48
Upstate Special Needs Planning specializes in pre and post retirement, long term planning, funding strategies, and life insurance solutions.
Founded
obfuscation
Private Rochester, New York, United States1-10 www.upstatesnp.com
Commercial
Financial Services
Retirement
Overview

Upstate Special Needs Planning
Growth Score
81
Heat Score
48

Growth Score81
-3 pts
in past quarter
Heat Score 48
-14 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 Upstate Special Needs Planning

CB Rank
1596172
Upstate Special Needs Planning specializes in pre and post retirement, long term planning, funding strategies, and life insurance solutions.
Founded
obfuscation
Private Rochester, New York, United States1-10 www.upstatesnp.com
Commercial
Financial Services
Retirement

Details

Operating Status Active
Company Type For Profit
Phone Number +1 585-250-1323
Contact Email Info@upstatesnp.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 4
News
Technology
View Tech Report

IT Spend

$18KThis year, Upstate Special Needs Planning is projected to spend $18K on IT, according to Aberdeen.

Active Website Tech Count

4Upstate Special Needs Planning is actively using 4 technologies for its website, according to BuiltWith. These include Common Crawl, Google Maps, and  Google Maps API.
Sub-Organizations
Frequently Asked Questions

Where is Upstate Special Needs Planning's headquarters? Upstate Special Needs Planning is located in Rochester, New York, United States.Who are Upstate Special Needs Planning's competitors? Alternatives and possible competitors to Upstate Special Needs Planning may include Creative Planning, Mercer Advisors, and  A Special Needs Plan.
Who We Are
What We Do
Helpful Links
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