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.
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
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.
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