Asset ManagerRIA · CRD 335515SEC-RegisteredPrivate Fund Adviser

Updated:

Uplift

Uplift is an SEC-registered investment adviser in Darien, CT, registered since 2025. The firm manages approximately $231 million in regulatory assets.

Uplift

Uplift is an SEC-registered investment adviser in Darien, CT, registered since 2025. The firm manages approximately $231 million in regulatory assets. It has 8 employees and 8 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Darien

Corporate office

275 Battery Street, Suite 2300, San Francisco, CA 94111

Additional offices

Phoenix, Arizona, United States

Sector focus

FinTechConsumer FinanceTravel & Hospitality

Frequently asked questions

Which merchant verticals does Flex Pay target?

The product focuses on travel, explicitly naming flights, cruises, and hotels/resorts as partner categories. A secondary retail vertical exists for everyday necessities and large purchases, but travel is the primary distribution channel.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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