Upstate Legacy Planning Group Revenue

Financial Services • Greenville, South Carolina, United States • 1-10 Employees

Upstate Legacy Planning Group revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contacts at Upstate Legacy Planning Group

John Tripoli

Co-Founder, Private Wealth Advisor

Brett Smith

Co-Founder, Private Wealth Management Advisor

Christopher Griffin

Director Of Operations And Financial Planning Services

Company overview

Headquarters	501 E McBee Ave, Greenville, South Carolina 29601, US
Phone number	+18647278043
Website	upstatelegacyplanning.com
NAICS	52
SIC	631
Keywords	Wealth Management, Retirement Planning, Business Planning, Financial Planning, Estate Planning, Multigenerational Planning
Employees	1-10
Socials

About Upstate Legacy Planning Group

We provide tailored, future-focused financial planning that empowers you to make wise, purposeful decisions about your wealth and your legacy. Our team cares deeply about the financial well-being of our clients and their families, and our goal is to help you establish a powerful legacy while living an exciting, fulfilling life. Through personal, comprehensive legacy planning, we give you the freedom to focus on doing what you love with the people who matter most to you. OUR APPROACH By developing meaningful, lifelong partnerships, we gain a greater understanding of your values, desires, and goals. Then we couple this knowledge with our extensive industry expertise and collaborate with you and your circle of trusted professionals to create a comprehensive plan for generational success. We devote ample time to crafting and maintaining your plan, so you can rest knowing someone you trust is always looking out for you, your family, and your business. WE ARE… - Devoted to Your Best Interest - Generationally Minded - Transparent & Communicative - Experienced in Entrepreneurship, Executive Leadership, & Law - Lifelong Students of Our Industry - Generous With Our Time & Resources - Collaborative & Creative Problem-Solvers - Genuinely Invested in Your Financial Well-Being

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Director

Employees by Department

Upstate Legacy Planning Group has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Upstate Legacy Planning Group has never raised funding before.

Upstate Legacy Planning Group Tech Stack

Discover the technologies and tools that power Upstate Legacy Planning Group's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Adobe Client Data Layer

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

Adobe Experience Platform Identity Service

Customer data platform

Adobe Experience Platform Launch

Tag managers

core-js

JavaScript libraries

Bootstrap

UI frameworks

YouTube

Video players

Frequently asked questions

Upstate Legacy Planning Group is located in Greenville, South Carolina, US.

You can reach Upstate Legacy Planning Group at +18647278043.

Upstate Legacy Planning Group generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Upstate Legacy Planning Group has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Upstate Legacy Planning Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.