April 23, 2017 4:23 PM ET


Company Overview of UGRU, LLC

Company Overview

UGRU, LLC provides integrated customer relationship management (CRM) solutions for financial advisors. It offers UGRU, a CRM financial practice management suite for sales force automation, including contact management, sales forecasting, and sales pipeline management. The company’s UGRU is used to manage operations, automate sales force, setup operations library, create financial plans, automate marketing, and compare real vs planned progress. UGRU, LLC was founded in 2011 and is based in Raleigh, North Carolina. The company has additional offices in Las Vegas, Nevada; Austin, Texas; and San Jose, Costa Rica.

310 South Harrington Street

Raleigh, NC 27603

United States

Founded in 2011



Key Executives for UGRU, LLC

Founder and President
Age: 43
Vice President of Implementations
Vice President of Training
Channel Sales Manager
Vice President of Marketing
Compensation as of Fiscal Year 2016.

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Private Placement
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