of 529 college savings plans
Upromise Investments is dedicated to meeting the needs of our state clients, their plans, and families saving for college across the country. We provide a range of service models, from recordkeeping and administration to full-service program management. We currently provide program management and administration services across 20 direct-sold, advisor-sold, and prepaid plans with over $17.5 billion in assets (as of 12/31/08).
We have an unwavering commitment to helping our partners grow their 529 programs by increasing participants and contribution sources. This includes extending the reach of a 529 plan to all demographic and economic groups and to social networks of friends and family members.
Working with 529 plans is our core business and the focal point for our technological innovations. Unite - our proprietary recordkeeping and processing platform - was developed specifically for 529 plan administration, integrating leading technologies with 529-specific features and functionality.
Headquartered in Newton, Massachusetts, Upromise Investments is a registered broker-dealer, a member of FINRA, and is registered with the MSRB.