Upromise Investments recognizes the importance of building lasting partnerships with state agencies, higher education authorities, and investment managers across the industry. Our goal is to provide our clients with the highest quality of service, program administration, and customization.
Our state and investment partners rely on us for accurate record-keeping, our expertise in client service and processes, and for help in expanding the reach of their plans. We support a variety of 529 plans, including direct-sold, advisor-sold, and prepaid.
View the 529 plans administered by Upromise Investments.
Our affiliate, Upromise®, provides an exceptional value added opportunity for our state and investment partners' plans: a self-selected audience of college savers. Our platform technology allows us to capture rewards earnings by transferring them automatically into our administered 529 plans, once the participant links the two accounts.
View information on Upromise.
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