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
- SectorsTechnology
- Email••••••••
- Website upliftinvesting.com
- Social LinkedIn X Facebook
- Legal Name Uplift Investing, Inc
Products & Services of Uplift Investing
Uplift Investing offers a comprehensive portfolio of products and services, including Investment Advisory, Portfolio Customization, and Q&A Sessions.
Offers tailored strategies for client financial growth
Customizes portfolios based on individual values and goals
Hosts free sessions to provide financial knowledge access
People of Uplift Investing
1 people are tracked at Uplift Investing (1 in leadership).
| Name | Role | Group |
|---|---|---|
Syl Yip | Founder | Leadership |
Complete people profiles for Uplift Investing
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Competitors of Uplift Investing
Similar companies to Uplift Investing
10 companies that operate in the same segment as Uplift Investing (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Uplift Investing
Uplift Investing was founded in 2018.
Uplift Investing is headquartered in San Rafael, United States. It is registered at San Rafael, California, United States.
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.
Uplift Investing offers Investment Advisory, Portfolio Customization, and Q&A Sessions.
Uplift Investing operates through Uplift Investing, Inc.