PORTFOLIO ADVICE
Build your investment + RSU 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.
Know exactly how your RSUs fit in and how to minimize taxes and risk.
Hold or sell? How much? RSUs or ESPP first?
We’ll tell you exactly what to do to make sure you're not leaving money on the table or getting hit with a huge tax bill.
We’ll tell you exactly what to do to make sure you're not leaving money on the table or getting hit with a huge tax bill.
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 we’ll work together
Get to know you quiz
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.
First draft of investing plan
We’ll create an action plan for where invested dollar makes most sense based on your interests, risk tolerance and goals.
Iterate together
Ask us questions or hit us with your concerns. We’ll adjust your plan together until it’s perfect for your unique situation.
Pricing
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
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.
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
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$189
starting price
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$2,000+
