Upbeat Financial Revenue

Financial Services • Grand Rapids, Michigan, United States • 1-10 Employees

Upbeat Financial revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Upbeat Financial

Dana Edwards

Founder and Advisor

Company overview

Headquarters	Grand Rapids, Michigan, United States
Phone number	+13037187400
Website	upbeatfinancial.com
NAICS	52
Keywords	Financial Coaching, Life Insurance, Financial Planning, Long-Term Care Insurance, Sustainable Investing, Lgbtq+, Employer-Sponsored Retirement Plans, Women And Minorities, Risk Mitigation Planning, Small-Business Owners
Founded	2020
Employees	1-10
Socials

Upbeat Financial Email Formats

Upbeat Financial uses 1 email format. The most common is {first initial} (e.g., j@upbeatfinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@upbeatfinancial.com	100%

About Upbeat Financial

At Upbeat Financial, we’re replacing thoughtless consumption with thoughtful prioritization for our clients, our communities, and our world. We are woman-owned, independent, and serve the needs of individuals, families, small businesses, and non-profits. Upbeat Financial is a registered investment advisor, and any information contained in social media communications, videos, or other marketing materials is purely for informational purposes and does not constitute formal financial services. Your engagement with any Upbeat Financial materials does not in any way create a legal or otherwise official relationship. Upbeat Financial is not capable of providing any financial advice or management absent a formal legal agreement.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Upbeat Financial has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Upbeat Financial has never raised funding before.

Upbeat Financial Tech Stack

Discover the technologies and tools that power Upbeat Financial's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

reCAPTCHA

Security

Google Ads

Advertising

jQuery

JavaScript libraries

GoDaddy

Hosting

Windows Server

Operating systems

Google Tag Manager

Tag managers

HSTS

Security

Calendly

Appointment scheduling

Google Ads Conversion Tracking

Analytics

IIS

Web servers

Bootstrap

UI frameworks

Frequently asked questions

Upbeat Financial is located in Grand Rapids, Michigan, US.

You can reach Upbeat Financial at +13037187400.

Upbeat Financial generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Upbeat Financial has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Upbeat Financial was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Upbeat Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Upbeat Financial

Dana Edwards

Founder and Advisor

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