Never worry about money again.
Add an average $1.5m in net worth back in your pocket with expert advice from our team of Certified Financial Planners.
45-day 100% money-back guarantee
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Wow, this really was personalized for us. Incredible.
Tanner & Jessicah Biz dev
I’ve never felt more on track regarding finances.
Danielle CX manager
Elite guard rails and life hacks. That's what this feels like.
Ethan Product manager
I swear my jaw dropped every page I went to. I was truly amazed.
Grace Content creator
Know where to put each dollar so that it works harder for you.
Together, we’ll look at your entire money life and figure out where your money should go to accomplish your life goals. We crunch the numbers so you don’t have to.
Get to financial independence smarter and faster.
Maximize your lifetime tax savings by choosing the right retirement accounts for you. IRAs, 401(k)s, Roth vs Traditional, HSAs, Mega backdoors. We cover it all here.
Know exactly what to do with your stock options.
Whether to early exercise, how much to exercise, WTH an 83(b) is and more. We help you navigate it all.
Build your investing strategy with an expert.
Crypto? Real estate? Never worry if you’re invested in the right things or if your investments are in the right accounts to minimize taxes.
Get all the money hacks, personalized for you.
Want it all? Never worry about money again by letting us continually optimize your whole financial life (text your advisor any time!) for less than the cost of your Netflix subscription.

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How Uprise works
Fully personalized
Everything we do starts with understanding you first so that our recommendations actually resonate.
Powered by human experts + tech
Think of us like a doctor backed by a massive database of all the symptoms and cures, but for your money.
We’ll keep going till it’s right
Ask us questions or hit us with your concerns. We’ll adjust your plan together until it’s perfect for your unique situation.
From the people who built
Robinhood | Wise | Justworks | Facebook
Single topic
Get all of your questions answered around one topic for less than the price of a night out.
per year
Optimize your entire financial life (and your partner’s) plus ask us anything all year long for less than a dollar a day.
Without Uprise
For traditional financial planning.
or endless DIY-ing
But TBH, the internet doesn’t get you like we do.
Uprise money back guarantee.
Try us risk-free! If you’re not happy with your purchase, we’ll refund your money.
Built for people who aren’t millionaires (yet 😉)
We combine our team of Certified Financial Planners with our advanced database of financial rules and products to keep prices accessible to all.
10x more affordable
Than typical financial advisors
Typical financial advisors
starting price
Frequently Asked Questions
How are you able to keep prices so low?
How does the money back guarantee work?
Where does the $1.5M net worth number come from?
I live outside the U.S. Can I still qualify for Uprise?