About Uplift Investing
Uplift Investing is a company based in San Rafael (United States) founded in 2018 by Syl Yip.. Uplift Investing offers products and services including Investment Advisory, Portfolio Customization, and Q&A Sessions.
- Headquarter San Rafael, United States
- Founders Syl Yip
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Uplift Investing, Inc
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Annual Revenue
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Net Profit
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Products & Services of Uplift Investing
Uplift Investing offers a comprehensive portfolio of products and services, including Investment Advisory, Portfolio Customization, and Q&A Sessions. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers tailored strategies for client financial growth
Customizes portfolios based on individual values and goals
Hosts free sessions to provide financial knowledge access
Funding Insights of Uplift Investing
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Uplift Investing
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Uplift Investing
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Uplift Investing Comparisons
Competitors of Uplift Investing
Frequently Asked Questions about Uplift Investing
When was Uplift Investing founded?
Uplift Investing was founded in 2018.
Where is Uplift Investing located?
Uplift Investing is headquartered in San Rafael, United States. It is registered at San Rafael, California, United States.
What does Uplift Investing do?
Uplift Investing was founded in 2018 in San Rafael, United States, as an online platform focused on socially responsible investing within the fintech sector. Individuals are provided with tools for savings and investments aimed at positive climate impact. Services include an investment advisor that supports financial growth through ethical strategies. Operations are conducted digitally, targeting users interested in sustainable finance options.
What products or services does Uplift Investing offer?
Uplift Investing offers Investment Advisory, Portfolio Customization, and Q&A Sessions.