When was Upbeat Financial founded?

Upbeat Financial was founded in 2020.

Where is Upbeat Financial located?

Upbeat Financial is headquartered in Lyons, United States.

Is Upbeat Financial a funded company?

Upbeat Financial is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Upbeat Financial rank among its competitors?

Upbeat Financial ranks 2239th amongst 2929 active competitors, of which 38 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Wolters Kluwer, which secured an undisclosed amount in Apr, 2023.

Who are the top competitors of Upbeat Financial?

Upbeat Financial's top competitors include Wolters Kluwer, MassMutual and American Family Insurance. Among them, Wolters Kluwer secured the most recent funding round in April, 2023.

Upbeat Financial - 2026 Company Profile & Competitors

Company Details

Provider of financial planning, investment, and tax strategy services. The firm offers financial planning to help clients prepare for expected and unexpected life events. It assists with values-aligned investing and small business tax and retirement strategies. The firm aims to help clients develop sensible financial plans.

Website: upbeatfinancial.com
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Key Metrics

Founded Year

2020

Location

Lyons, United States

Stage

Unfunded

Ranked

2239^th among 2929 active competitors

Similar Companies

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Upbeat Financial has not raised any funding rounds yet.

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Top competitors of Upbeat Financial include Wolters Kluwer, MassMutual and American Family Insurance. Here is the list of Top 10 competitors of Upbeat Financial, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	75/100
2nd	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
3rd	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	67/100
4th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	65/100
5th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Permira, Further Global Capital Management	61/100
6th	Empower 1891, Greenwood Village (United States), Unfunded	Financial planning and advisory solution for individuals	-	-	59/100
7th	Mariner Wealth Advisors 2006, Overland Park (United States), Acquired	Wealth Management firm	-	Leonard Green and Partners, Penfund	58/100
8th	Commonwealth 1979, Waltham (United States), Acquired	Provider of financial management services	-	-	57/100
9th	First Command 1958, Fort Worth (United States), Unfunded	Provider of financial planning and advisory services for military personnel	-	-	56/100
10th	Signal Advisors 2018, Detroit (United States), Series A	Provider of financial advisory and insurance services	$16M	General Catalyst, Annox Capital & 8 others	55/100
2239th	Upbeat Financial 2020, Lyons (United States), Unfunded	Provider of financial planning, investment, and tax strategy services	-	-	16/100