Company Information

Get to know Upland Business Advisors

Upland Business Advisors is a boutique M&A advisory firm dedicated to helping business owners maximize the value of their companies during a sale or acquisition. Founded on the principles of integrity, expertise, and personalized service, the firm focuses on the lower middle-market, typically serving businesses with annual revenues between $5 million and $100 million. Their services include sell-side advisory, buy-side advisory, business valuations, and strategic consulting, guiding clients through every stage of a transaction from initial planning to final closing.

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Upland Business Advisors

United States

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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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.