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.
30-day 100% money-back guarantee
Trusted and loved by thousands
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
Allocating your money: 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
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Core
for 30 days
Annual plan + regular check-ins
Human advisor crafting your plan
We’ll revise till it’s right for you
Message your advisor all year
Without Uprise
$2,000+
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.
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, high yield savings accounts, 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.
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