Upromise Investments:
A Leading Private Source of College-Funding Contributions in the US

Recently Released!!!
Date Published: January 2012
Comprehensive PPT Deck: 13 Slides
Summary PPT Deck: 12 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.

Upromise Investments' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including offices, employees, clients, assets under administration, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
  • 529 Plans
And its profile concludes with the highlights of its organizational structure & ownership.

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