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Upromise Investments, Inc.

Investment Management Firms

Description

Upromise Investments, Inc. operates as a registered broker-dealer and administrator of the 529 college savings plans. The company offers direct-sold, advisor-sold, prepaid, and employer-offered 529 college savings plans. It also provides investment services, including investment lineup, annual reviews, performance updates, investment policies and guidelines creation, investment-related reporting, and periodic investment reviews. In addition, the company offers online record keeping services; telephone and email client service support, transaction processing and back-office, and relationship management services; marketing services; and legal and compliance services. Further, it provides Unite platform, an online interface, which facilitates customer relationship management, integrated phone and email technology, mail imaging, workflow, transaction processing, 529 compliance, and automated back-up; and 529 QuickView software, a data delivery portal, which gives financial advisors and RIAs online access to their clients' 529 plans. The company was founded in 2002 and is based in Newton, Massachusetts. As of December 3, 2013, Upromise Investments, Inc. operates as a subsidiary of Ascensus, Inc.

Corporate Address

95 Wells Avenue Suite 160 Newton, MA02459 United States of America

United States of America

877-529-2980

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