Media inquiries:
Contact Debby Hohler
1-617-454-6741
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 and investment partners, 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 administration services across 30 direct-sold, advisor-sold, and prepaid plans in 16 states, with over $36 billion in assets (as of 6/30/11).
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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