Upper Left Wealth Management

Financial Services • Chicago, Illinois, United States • 1-10 Employees

Company overview

Headquarters	Chicago, Illinois, United States
Phone number	+19177683390
Website	upperleftwealth.com
NAICS	52
SIC	874
Keywords	Etfs, Alternative Investments, Asset Management, Financial Services, Investment Advisory, Retirement Planning, Financial Planning, Financial Advisory, Wealth Management, Model Portfolios, Risk Management, Portfolio Management, Investment Strategies, Asset Allocation, Money Management, Global Diversification, Global Investment Management
Founded	2017
Employees	1-10

Key Contact at Upper Left Wealth Management

Anthony Wall

Director

Upper Left Wealth Management Email Formats

Upper Left Wealth Management uses 1 email format. The most common is {first name} (e.g., john@upperleftwealth.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@upperleftwealth.com	100%

About Upper Left Wealth Management

Upper Left Wealth was founded with one simple aim; to reduce risk without harming expected returns. We are a fiduciary for a select group of successful individuals. Our clients are near or in retirement and want a more stable plan. We're just as concerned with risk as we are with returns.

Upper Left Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Upper Left Wealth Management has never raised funding before.

Upper Left Wealth Management Tech Stack

Discover the technologies and tools that power Upper Left Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Google Tag Manager

Tag managers

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Analytics

Analytics

Frequently asked questions

Upper Left Wealth Management is located in Chicago, Illinois, US.

You can reach Upper Left Wealth Management at +19177683390.

Upper Left Wealth Management was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Upper Left Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Upper Left Wealth Management

Anthony Wall

Director

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