PORTFOLIO ADVICE
Build your investing strategy with a pro.
Never worry if you’re invested in the right things or if your investments are in the right accounts to minimize taxes.
All of your questions answered by actual money experts.
Spot-on answers backed by data in less time than parsing through the internet. And no, we don’t think your friends/Reddit are a good alternative to the Google either.
Here’s what you should invest in.
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.
We’ll revise together until you’re confident in your action plan.
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
Pricing
Single topic
$99
Get all of your questions answered around one topic for less than the price of a night out.
All-Access
$189
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
$1,000+
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.
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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
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starting price
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$1,000+
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