Uplevel Financial Services
Financial Services • 
Cincinnati, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | Cincinnati, Ohio, United States |
| Website | |
| NAICS | 52 |
| Keywords | IRA, 403(B), Education, Benefits, 401(K), Retirement Plans, High Net Worth, 457, SEP, Roth, Wholistic Approach |
| Founded | 2020 |
| Employees | 1-10 |
Key Contact at Uplevel Financial Services
Linda E Bauer
President/Wealth Manager
About Uplevel Financial Services
While our primary focus is on helping you take control of your finances, we’re committed to helping you create a better overall life. Our community is there to help you do just that! Reach out to schedule a meeting today!
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Uplevel Financial Services revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Vice President
Funding Data
Uplevel Financial Services has never raised funding before.
Netherlands
Frequently asked questions
Uplevel Financial Services is located in Cincinnati, Ohio, US.
Uplevel Financial Services was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.
Uplevel Financial Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users
