Uplift Investing
Overview
Uplift Investing is a boutique registered investment advisor based in California, specializing in socially responsible investing. They offer personalized investment strategies that align with clients' values, empowering them to make informed decisions while growing their wealth. Their mission is to make financial knowledge accessible and to be there for clients every step of the way. The firm focuses on creating customized portfolios that reflect each client's unique values, emphasizing Environmental, Social, and Governance (ESG) factors. They aim to find a balance between financial gain and promoting social and environmental good, supporting companies and projects with leading sustainability and ethical business practices. Uplift Investing is committed to increasing the accessibility of financial knowledge and offers a holistic approach to financial wellness. They provide services such as identifying retirement saving strategies and customizing investment portfolios to optimize long-term growth, helping clients secure their financial future while contributing to causes they care about.
Investment Focus
- Alignment with socially responsible investing principles
Reach Uplift Investing directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Uplift Investing
What sectors does Uplift Investing invest in?
Uplift Investing invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in San Rafael, United States. Uplift Investing is listed as a private investment firm in the ConnectSafely investor database.
What stage does Uplift Investing invest at?
Uplift Investing backs companies at Early Stage and Growth, writing cheques of 100K - 5M.
Which regions does Uplift Investing invest in?
Uplift Investing invests across United States.
Who are the partners at Uplift Investing?
Team members listed for Uplift Investing include Syl Yip (Founder).
How do I contact Uplift Investing?
Uplift Investing's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
