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
    Product Hunt
    and
    TrustPilot
    01
    We get to know you
    Your questions, goals and current money situation. It all matters!
    02
    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!
    03
    We'll keep revising
    ...until we've gotten it just right for you.
    From the ppl who built
    Robinhood / Justworks / Facebook
    Topics we cover
    Core
    All-access
    Credit, debt, emergency savings
    Goals and budgeting
    Allocation: debt vs cash vs investing, etc
    Retirement: how much to save and where
    Getting started with investing
    Company equity best practices
    The best cash accounts and credit cards
    Managing side-income taxes
    Salary benchmarking
    Life insurance, wills, estate planning
    Specific investment advice
    Like buy AAA, sell BBB, what to do with your RSUs and ESPP
    Specific company equity advice
    Like whether to exercise, how much to exercise, and when

    Trusted by employees at

    Built for people who aren’t millionaires (yet 😉)
    MOST POPULAR
    Core
    $16
    / month billed annually
    Annual plan + regular check-ins
    Human advisor crafting your plan
    We’ll revise till it’s right for you
    Message your advisor all year
    All for $189/year
    Learn more
    All-Access
    $24
    / month billed annually
    Everything in Core plus:
    Specific investment advice
    Specific company equity advice
    All for just $289/year
    Not available in IL, LA, MA, NH, OR, PA, TX yet.
    Learn more
    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.
    Uprise money back guarantee.
    Try us risk-free! If you’re not happy with your purchase, we’ll refund your money.
    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?