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Upstart Wealth Management
Upstart Wealth Management provides financial planning for the startup community. They help ambitious startup folks make smart, life-changing financial...
Overview
Upstart Wealth Management provides financial planning for the startup community. They help ambitious startup folks make smart, life-changing financial choices, including founders and early employees anticipating liquidity events and professionals with stock options and equity compensation complexity. Services include financial planning, investment management, and tax planning and return prep on a fee-only fiduciary basis.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Mike Powsner — Founder & Financial Planner; CPA
PFS, CFP®
Youxi Liu — Partner
Director of Tax & Financial Planner; CPA, PFS, CFP®
Yooie Chang — Tax and Financial Planning Associate; EA
Russell Kroeger — Partner
Fellow; CFP®
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