Upshift Partners
Upshift Partners is a technology company established in 2014 and headquartered in San Francisco, California. It specializes in designing and building systems for businesses, focusing primarily on software-as-a-service, marketplaces, and advertising technology. The company analyzes existing systems, processes, and teams to enhance customer acquisition strategies. Their design services encompass a range of tools and methodologies, including the development of telephone scripts, email templates, sales processes, and automation systems. By implementing tailored strategies and tools, Upshift Partners aims to facilitate the growth of technology startups and optimize their operational efficiency.
Eden provides flexible workplace software for modern companies. Investors include Y Combinator, SV Angel, Bessemer Venture Partners, S28 Capital, Fifth Wall, Quiet Capital, Reshape, JLL, ENIAC, Maven Ventures, Liquid 2 Ventures, and more.
Facet Wealth, Inc. is a financial services firm that specializes in wealth management and financial planning for small accounts. Established in 2016 and based in Baltimore, Maryland, the company offers a range of services including retirement planning, education planning, income tax planning, estate planning, insurance planning, and asset management. Facet Wealth distinguishes itself by providing personalized financial guidance through dedicated Certified Financial Planners on a subscription basis, making financial planning more accessible and affordable. The firm serves a diverse clientele, including professionals, pre-retirees, and retirees, with a focus on enhancing their financial security and overall prosperity.
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