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
With Uprise All-Access, you get:
A personalized money plan
Features a comprehensive look of your finances and actionable recommendations (a fan favorite).
Unbiased advice from an expert
Every plan is curated and all questions answered by a human advisor (CFP®), not a bot!
Message your advisor anytime
Your advisor is here for all your money questions, all year long.
Proactive monitoring + checkins
We'll scan your finances for optimizations throughout the year and check in for updates!
Feel the confidence of having an expert in your back pocket.
Trusted and loved by thousands
4.8 starson and
We get to know you
Your questions, goals and current money situation. It all matters!
Your advisor drafts your money plan
It'll include answers to all your questions and actionable recommendations around how to make your money work harder for you!
We'll keep revising
...until we've gotten it just right for you.
From the ppl who built
Robinhood / Justworks / Facebook
Popular topics

Trusted by employees at

Built for people who aren’t millionaires (yet 😉)
One-time, one topic
One-time check-in & plan about:
  • Money allocation
  • Retirement
  • Company equity
  • Portfolio advice
Human advisor crafting your plan
We’ll revise till it’s perfect for you
/ month billed annually
Access to all topics
Annual plan + regular check-ins
Human advisor crafting your plan
We’ll revise till it’s perfect for you
Message your advisor all year
All for just $289/year
Without Uprise
For traditional financial planning from companies like Personal Capital, Morgan Stanley, and Merrill Lynch.
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.
Still have questions?
Set up a 15-minute zoom call with a member of our team to get them answered.
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?