Upromise Investments - CB Insights

Upromise Investments is an administrator of 529 college savings plans, dedicated to meeting the needs of its clients, their plans, and all families saving for college across the country. The company provides a range of service models, from recordkeeping and administration to full-service program management. It provides program management and administration services across 30 direct-sold, advisor-sold and prepaid plans in 16 states, with over $36 billion in assets in 2011.

Upromise Investments is an administrator of 529 college savings plans, dedicated to meeting the needs of its clients, their plans, and all families saving for college across the country. The company provides a range of service models, from recordkeep...Show all

Company (Acquired)

Phone: 877-529-2980

95 Wells Avenue
Suite 160
Newton Center, 02459
Massachusetts, United States