Upromise Investments is committed to building lasting partnerships with higher education authorities, state agencies, and investment managers across the industry. Our goal is to provide our clients with the highest quality of service, program administration, and customization.
Our 11 state partners turn to 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 offered by Upromise Investments.
Our affiliate, Upromise®, provides an excellent value added capability for our state partners' plans: a self-selected audience of college savers. Our 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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