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Uptrend Advisory

Uptrend Advisory

AccountingFlag of USSan Diego, California, United States1-10 Employees

Company overview

HeadquartersSan Diego, California, United States
Website
NAICS5412
Keywords
Bookkeeping, Technology Implementation, Process Improvement, Consulting, Financial Consulting, Tax, Finance, Management Accounting, United States, Xero, American, CFO, Quickbooks, Expat, Concur, Blackline, Australian, Month End
Founded2017
Employees1-10

Key Contact at Uptrend Advisory

Flag of US

Jason Stoch

Owner

Uptrend Advisory Email Formats

Uptrend Advisory uses 1 email format. The most common is {first name} (e.g., john@uptrendadvisory.com), used 100% of the time.

FormatExamplePercentage
{first name}
john@uptrendadvisory.com
100%

About Uptrend Advisory

At Uptrend Advisory, we specialize in helping Australians living in the US, and Americans living in Australia navigate both tax systems. Our Values: Approach with Humility | Work and Live with Passion | Open Communication | Delight Everyone We Work With | Renew and Transform

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Uptrend Advisory revenue & valuation

Annual revenue$256,665
Revenue per employee$86,000
Estimated valuation?$821,328
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Uptrend Advisory has never raised funding before.

Uptrend Advisory Tech Stack

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

Google Workspace

Google Workspace

Email

Adobe Fonts

Adobe Fonts

Font scripts

Google Hosted Libraries

Google Hosted Libraries

CDN

reCAPTCHA

reCAPTCHA

Security

Keap

Keap

CRM

Squarespace Commerce

Squarespace Commerce

Ecommerce

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

core-js

core-js

JavaScript libraries

Frequently asked questions

Uptrend Advisory is located in San Diego, California, US.
Uptrend Advisory was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
Uptrend Advisory has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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