Uptick Partners
Join Uptick Partners and experience the independence, support, and growth designed specifically for the breakaway advisor. Together, let’s chart a course toward unparalleled success in your practice.
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JB
Jason Barber
& - · Other
EmailPhone - TP
Taylor Pankratz
Co-founder · General Business & Management
EmailPhone - MZ
Michael Ziozios
Relationship Manager · Sales & Business Development
EmailPhone - SB
Steve Barber
Independent Financial Advisor · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Uptick Partners
5 distinct titles indexed · top 5 shown.
- 1& -
- 1co-founder
- 1director of operations and development chief compliance delegate
- 1independent financial advisor
- 1relationship manager
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