Upward Personal Finance Revenue

Financial Services • Heber City, Utah, United States • 1-10 Employees

Upward Personal Finance revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Upward Personal Finance

Kasey Ring

President

Company overview

Headquarters	5060 Lauralwood St, Heber City, UT 84032, US
Phone number	+14356029188
Website	upwardpf.com
NAICS	52
Keywords	Debt Management, Financial Education, Financial Plans, Savings Plans, Budget Creation
Founded	2015
Employees	1-10

Upward Personal Finance Email Formats

Upward Personal Finance uses 1 email format. The most common is {first initial} (e.g., j@upwardpf.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@upwardpf.com	100%

About Upward Personal Finance

Upward Personal Finance is a financial coaching firm for women. We simplify personal finance and give you the tools to reach your goals. We are a fee-only firm which means we do not sell products or earn a commission. We are a signed fiduciary which means we put our clients' needs above our own. Let us help you develop an easy-to-use financial plan customized to your specific needs and goals.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Upward Personal Finance has never raised funding before.

Upward Personal Finance Tech Stack

Discover the technologies and tools that power Upward Personal Finance's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

Cart Functionality

Ecommerce

YUI

JavaScript libraries

Squarespace

CMS

Frequently asked questions

Upward Personal Finance is located in Heber City, Utah, US.

You can reach Upward Personal Finance at +14356029188.

Upward Personal Finance generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Upward Personal Finance has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Upward Personal Finance was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Upward Personal Finance has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Upward Personal Finance

Kasey Ring

President

4.8

40,000 users