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UPBEAT FINANCIAL
Upbeat Financial is a woman-owned, independently operated financial services company dedicated to serving individuals, families, and small businesses.
Overview
Upbeat Financial is a woman-owned, independently operated financial services company dedicated to serving individuals, families, and small businesses. Founded in December of 2020, it brings self-reflection, knowledge, and joy to financial planning. The firm is approved as a Registered Investment Advisory firm in Colorado and Michigan and serves clients throughout the United States.
General information
Firm type
RIA
Year founded
2020
Location
Country
United States
City
Ada
Principals
Dana Edwards
CFP, CSRIC, EA
Frequently asked questions
What investment stages does UPBEAT FINANCIAL target?
UPBEAT FINANCIAL's investment stages and asset-class preferences are not publicly known. No disclosed positions, funds, or co-investments have been reported.
Does UPBEAT FINANCIAL participate in fund commitments or direct deals?
No information is available about UPBEAT FINANCIAL's investment approach—whether it commits to external funds, makes direct investments, or operates through other vehicles.
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