Upromise Investments:
A Leading Private Source of College-Funding Contributions in the US
Recently Released!!!
Date Published: January 25, 2012
Summary PowerPoint Deck: 13 Slides
Reference PowerPoint Deck: 14 Slides
Upromise Investments was founded by David Bronner in 2001 and is based in Newton, MA. The company has operations in eleven states, 350 employees, 1.0 million accounts, and $20.3 billion assets under management. Upromise Investments is led by its President Michael Rochon. Its web sites can be found at www.upromise.com, www.upromiseinvestments.com & www.529.com.
This research addresses the key historical phases of Upromise Investments, including:
Its profile includes detailed outlines of its core businesses, including:
Date Published: January 25, 2012
Summary PowerPoint Deck: 13 Slides
Reference PowerPoint Deck: 14 Slides
Upromise Investments was founded by David Bronner in 2001 and is based in Newton, MA. The company has operations in eleven states, 350 employees, 1.0 million accounts, and $20.3 billion assets under management. Upromise Investments is led by its President Michael Rochon. Its web sites can be found at www.upromise.com, www.upromiseinvestments.com & www.529.com.
This research addresses the key historical phases of Upromise Investments, including:
- Early Phase
- Middle Phase
- Recent Phase
Its profile includes detailed outlines of its core businesses, including:
- 529 Plans
And its profile concludes with the highlights of its organizational structure & ownership.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
