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Upvice is a marketplace of sales leads, where you as an advisor can bid and compete for leads. Investors come to Upvice looking for the best investment advisor for them. They can either browse or use our search algorithm to find YOU. When you are found, if the leads fits your pre-qualified criteria, AND you are the winning bidder,...the lead appears in your email box almost instantly. If there is no lead, you are not charged. It’s that simple and it’s that risk-free. Most investment sites out there are nothing more than online directories or telephone books. These sites charge you a flat annual subscription rate and then you sit around and HOPE to get leads from them. If you do the math, it really makes sense for them to load up their site with paying subscribers (You), but they have no profit motive to perform and actually generate you leads. Upvice is different. We only generate revenue when YOU get leads that meet YOUR qualifications. No leads, then you don’t get charged. More leads? You make more and we make more. It’s that simple. Oh, and you don’t pay all this upfront money and then sit around and wait for performance. You can fund your account with as little or as much as you wish. When a lead comes in, if you win the bid, the amount is deducted from your account. It’s that simple. Want more leads,...fund your account and make some winning bids.

Upvice Questions

The Upvice annual revenue was $6.6 million in 2026.

Upvice is based in Wilmington, Delaware.

The NAICS codes for Upvice are [51, 51711, 517, 5171, 517110].

The SIC codes for Upvice are [737, 7375, 73].

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