Company Information

Get to know UpLift Financial Advisory

Uplift Financial, LLC is a fee-only Registered Investment Adviser (RIA) based in the San Francisco Bay Area. The firm specializes in providing comprehensive financial planning and investment management for professionals in the technology industry, focusing on complex areas such as stock options (ISOs, NSOs, RSUs), equity compensation, and navigating IPOs. Its mission is to deliver clear, unbiased, and personalized advice to help clients align their financial resources with their life goals. The firm operates on a fiduciary basis, legally obligated to act in the best interests of its clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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UpLift Financial Advisory

Canada

Founded in

2022 (4 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.