Uprise optimizes your whole financial life.

ALL-ACCESS

All the money hacks, personalized for you

Plus ask us anything all year long for less than a dollar a day.

45-day 100% money-back guarantee

"The private banker in your pocket quietly optimizing sh*t while you catch up on Stranger Things"

- Fintech Insider

Ask us anything, all year long.

Our money experts are here to answer your toughest money questions! Get the best possible answer based on an expert and our data looking at your whole financial picture.

Let us worry about your finances for you.

We proactively monitor your finances for optimizations so you don't have to.

How Uprise works

Fully personalized

Everything we do starts with understanding you first so that our recommendations actually resonate.

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

One-time, one topic

$99

once

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

MOST POPULAR

All-Access

$24

/ 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

$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.

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

💵

starting price

💵

$1,000+

Careers Terms of service Privacy policy Form ADV

Financial planning, other than advice regarding investing in securities, and financial planning tools are offered by Ontrail, Inc., doing business as “Uprise”, a corporation registered in Delaware, United States. Investment advisory and financial planning including advice regarding securities are provided by Uprise Advisers LLC (“Uprise Advisers”), a registered investment adviser and wholly owned subsidiary of Ontrail, Inc. Uprise Advisers may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Uprise’s website is limited to the dissemination of general information pertaining to its financial planning and advisory services (which expressly excludes advice regarding securities). This website and information provided herein are not intended to provide investment, tax, or legal advice. All testimonials on this website relate to Uprise, not Uprise Advisers or its services.