# UPBEAT FINANCIAL

UPBEAT FINANCIAL is a RIA based in Ada, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Ada, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** https://upbeatfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/upbeatfinancial

## Regulatory record

- **CRD number:** 312754
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312754

## About

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.

## People

- Dana Edwards — CFP, CSRIC, EA

## Questions

### Who runs investment decisions at UPBEAT FINANCIAL?

No named principals or investment decision-makers have been publicly identified for UPBEAT FINANCIAL. The firm does not appear to have a public executive team.

### 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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Last updated: 2026-08-11T15:08:22.057Z

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