We build Wall Street-level financial plans that are:
Reviewed by a (human) expert
In shows like Billions, really wealthy people have advisors following them around, helping them optimize every single decision - that's what this feels like. Elite guard rails and life hacks.
Backed by executives and founders from
Personal finance that's actually personal
We understand you - your goals, your interests, your work - to optimize your finances for your unique situation.
How the best invest
Understand how the best investors allocate their portfolios and minimize their taxes.
Minimize taxes before you file
Based on your unique profile, we can minimize your taxes well before filing season.
All the money hacks, personalized for you
How much to really save for retirement and how
Saving for big goals like grad school or a house
Allocation: debt vs investing vs retirement
Maximizing employer benefits to the fullest
Credit cards with the best rewards for *you*
And dozens more with a focus on your situation
Trusted by employees at
HOW IT WORKS
Tell us about yourself
Goals, what do you care about, where do you live, who do you work for? All these things matter when it comes to optimizing your unique situation.
We connect you to the best options for you
We route you to all the best financial options out there (credit cards, investment opportunities, loans, benefits) and tell you how to take full advantage of them - and, yes, there's actually a human looking at your situation.
Stay on track
We'll continuously monitor your finances for optimization opportunities, and adjust with you as your life changes.
From the people who built
Frequently Asked Questions
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I live outside the U.S. Can I still qualify for Uprise?
Ontrail, Inc. is not a legal, tax, or investment advisor. Our services should not be construed as a recommendation or offer to sell or purchase any particular security or investment product. You acknowledge and agree that your use of or reliance on our services is solely at your own risk and you assume full responsibility for all risk associated. You are solely responsible for your own judgment to assess information provided by Ontrail, Inc. and its staff in connection with our services. Ontrail, Inc. does not guarantee the results of our services and expressly disclaims any guarantee of results or outcomes of any of the recommendations or advice directly or indirectly related to the use of our services and service content.