About Upstate Financial Network
Upstate Financial Network is a company. It operates as a B2C, and B2B. Upstate Financial Network offers products and services including Retirement Planning, Investment Management, 401(k) Solutions, and Life Insurance Quote. Upstate Financial Network operates in a competitive market with competitors including Fidelity Investments, Nordea, Generali, BNP Paribas and Investec, among others.
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Upstate Financial Network, Llc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
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
Products & Services of Upstate Financial Network
Upstate Financial Network offers a comprehensive portfolio of products and services, including Retirement Planning, Investment Management, 401(k) Solutions, and Life Insurance Quote. 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.
Service for planning and managing retirement funds effectively.
Advisory for optimizing investment portfolios and asset growth.
Assistance in designing and reviewing 401(k) retirement plans.
Tool for obtaining quotes on life insurance coverage options.
Funding Insights of Upstate Financial Network
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Upstate Financial Network
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Upstate Financial Network
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Upstate Financial Network Comparisons
Competitors of Upstate Financial Network
Upstate Financial Network operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Nordea, Generali, BNP Paribas and Investec, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| domain | founded_year | HQ Location |
Nordea is recognized as a leading Nordic universal bank.
|
|
| domain | founded_year | HQ Location |
Diversified insurance and asset management services are offered globally.
|
|
| domain | founded_year | HQ Location |
Banking & financial service provider
|
|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about Upstate Financial Network
What does Upstate Financial Network do?
Upstate Financial Network, LLC, is a financial advisory firm based in Manlius, New York, that assists individuals, families, and small businesses with wealth management. They provide services like retirement planning, investment management, and 401(k) solutions through personalized strategies and tools. The firm focuses on building and protecting client assets while offering tools such as calculators and quotes. Affiliated with LPL Financial, they serve clients in Upstate New York and beyond with professional financial advice.
Who are the top competitors of Upstate Financial Network?
Upstate Financial Network's top competitors include Fidelity Investments, Investec and Aviva.
What products or services does Upstate Financial Network offer?
Upstate Financial Network offers Retirement Planning, Investment Management, 401(k) Solutions, and Life Insurance Quote.