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Leading administrator of 529 college savings plans
Upromise Investments is the leading administrator of 529 college savings plans, dedicated to meeting the needs of our state clients, our plans, and all 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 in 11 states, with over $17.5 billion in assets (as of 12/31/08).
Headquartered in Newton, Massachusetts, Upromise Investments is a registered broker-dealer, a member of FINRA, and is registered with the MSRB.
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