UGRU
Provider of a financial practice management platform intended to provide financial advisory services to their clients. The company's cloud-based online financial practice management platform offers proUGRU, a cloud-based fully integrated mobile software suite that helps to organize, connect and scale businesses in any industry enabling the clients improve relational intelligence by organizing and tagging clients for search.
UGRU
Industry:
Financial Services Software
Founded:
2011-01-01
Address:
Raleigh, North Carolina, United States
Country:
United States
Website Url:
http://www.ugru.com
Total Employee:
11+
Status:
Active
Contact:
888.742.0033
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving SPF Apple Mobile Web Clips Icon Google Analytics Google Maps Content Delivery Network LetsEncrypt Font Awesome
Similar Organizations
Leadfusion
Leadfusion is the industry leader for Financial Experience Management.
Raxia
Raxia is a virtual intake and patient financial engagement platform.
WealthTrace
WealthTrace provides Flexible Financial Planning and Retirement Planning Software.
Official Site Inspections
http://www.ugru.com Semrush global rank: 12.4 M Semrush visits lastest month: 109
- Host name: 143.244.181.78
- IP address: 143.244.181.78
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago

More informations about "Ugru"
UGRU Financial CRM |Our story
The company was named, โUgru,โ like you grew your business! Thatโs what we are all about--helping advisors like you to build and grow your practice. A team of innovators, dreamers and โฆSee details»
UGRU
UGRU - CRM for Financial Planners is a Full Featured, Integrated CRM with the Best Financial Planning Software for Financial Advisors, FINRA Compliant. LOG-IN. Toggle navigation. The #1 CRM Financial Practice Management Suite. โฆSee details»
Ugru - Crunchbase Company Profile & Funding
Organization. Ugru . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. About. ... Ugru is located in Raleigh, North Carolina, United States. Who โฆSee details»
UGRU Financial CRM |Management Team
UGRU โ #1 Best CRM software for financial advisors was founded by top financial advisors. Learn about the management team here. ... motorcycling touring, deep sea fishing, binge โฆSee details»
Ugru Company Profile | Management and Employees List - Datanyze
Ugru Profile and History. After 8 years, $7.6 million invested and over 160,000 hours of research and development, UGRU, LLC was founded in 2011 by top financial advisors disappointed โฆSee details»
Ugru 2025 Company Profile: Valuation, Funding & Investors
Ugru General Information Description. Developer of a customer relationship management software designed to provide financial advisory services. The company's software offers cloud โฆSee details»
UGRU Financial Coaching - Crunchbase Company Profile & Funding
UGRU Financial Coaching provides comprehensive financial coaching services designed to help clients optimize their finances holistically. The company offers a unique category-iterative โฆSee details»
Ugru Company Profile - Office Locations, Competitors, Revenue
Ugru is a company that provides CRM and financial management solutions. It offers automation services in sales forecasting, accounting, financial planning, marketing, campaign analytics, โฆSee details»
Ugru - Contacts, Employees, Board Members, Advisors & Alumni
UGRU is the #1 CRM Cloud Based Financial Practice Management Suite. New. Resources. Advanced Search. Start Free Trial . Talk With Sales. Pricing. Log In. Log In. Experience the โฆSee details»
UGRU - Products, Competitors, Financials, Employees, โฆ
Headquarters Location. 624 Holly Springs Road Suite 207. Holly Springs, North Carolina, 27540, United States. 888-742-0033See details»
Ugru - Overview, News & Similar companies | ZoomInfo.com
Who is Ugru. After 8 years, $7.6 million invested and over 160,000 hours of research and development, UGRU, LLC was founded in 2011 by top financial advisors di sappointed with โฆSee details»
UGRU - Home
UGRU Menu. CRM Software that is essential for all businesses ... The business data of the organization is given by the CRM solutions that help to provide the products and services that โฆSee details»
Best Personal Finance Guide Getting You Results - UGRU Financial
Rate UGRU Stocksโข Your Best Personal Finance Guide getting you results With the best financial planning, unique financial coaching approach and our easy, money-saving tools, you โฆSee details»
UGRU CRM with The Best Financial Planning Software
UGRU is the #1 CRM Financial Practice Management Suite & is the Best CRM Financial Planning software. It is a full featured, integrated financial CRM with sales force automation including โฆSee details»
Exploring UGRU in 2025: A Comprehensive Feature Analysis
Jan 29, 2025 Advanced contact management allows for meticulous organization and easy access to client information. ... UGRUโs tiered pricing structure offers flexibility for firms of all โฆSee details»
UGRU Pricing, Alternatives & More 2025 - Capterra
Apr 3, 2017 What is UGRU? UGRU is the #1 CRM Financial Practice Management Suite. A full featured, integrated financial CRM, with sales force and marketing automation, accounting, โฆSee details»
Discover UGRU - Rated 4.5 | Compare Top CRMs - leadspicker.com
UGRU is a UGRU Financial was founded in 2011 by a financial advisor who was dissatisfied with the limitations of CRM software. His goal was to build a platform that included everything a โฆSee details»
UGRU Reviews Mar 2025: Pricing & Features - SoftwareWorld
UGRU is a powerful customer relationship management (CRM) software designed to support businesses in building strong customer connections. With tools for managing contacts, โฆSee details»
UGRU CRM for Financial Advisors Features & Benefits
UGRU CRM for Financial Advisors includes over 40 pre-defined best practices that can be customized for your own team. Makes it easier to train and ensures everyone is following โฆSee details»
University of Regina terminates fee agreement with students' โฆ
1 day ago The University of Regina says it has lost confidence in its students' union and is terminating its fee collection agreement with the organization. A statement from university โฆSee details»