Upholdings Wealth Partners
Financial Services • 
Remote First, United States • 1-10 Employees
Company overview
| Headquarters | Remote First, United States |
| Website | |
| NAICS | 52 |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at Upholdings Wealth Partners
Robert Cantwell
Founder, Wealth Partner
Upholdings Wealth Partners Email Formats
Upholdings Wealth Partners uses 2 email formats. The most common is {first initial} (e.g., j@upholdings.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@upholdings.com | 66.7% |
{first name} | john@upholdings.com | 33.3% |
About Upholdings Wealth Partners
Rooted in a philosophy of long-term investing, Upholdings provides holistic wealth planning to individuals, families, founders and executives. We integrate institutional-grade investment management, financial planning, proactive tax and estate planning, and personalized guidance to help people create and preserve wealth for generations.
Upholdings Wealth Partners 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 |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Upholdings Wealth Partners has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Upholdings Wealth Partners has never raised funding before.
Upholdings Wealth Partners Tech Stack
Discover the technologies and tools that power Upholdings Wealth Partners's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Analytics
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Australia
United Kingdom
Frequently asked questions
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