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Launched on January 26th, 2023
Launched on October 23rd, 2022
We empower financial companies to embed high quality human+AI-powered financial advisory into their offerings - unlocking new revenue, building stronger relationships with their users, and offering a higher level of service with holistic financial planning.
Uprise was extremely beneficial in helping me visualize my financial goals. As it continues to grow and features are added, I 100% expect it to be my main tool for personal finance, replacing a combo of various budgeting and net worth tracking apps. I feel heard and listened to as a user, and the customized plans are something I’d never expect to be given access to without the slog of meeting with several advisors who I feel are not acting in my best interest. With uprise, I’m able to get a plan and great advice with a service I trust with no hassle. And I can always check in and see how I’m doing without having to contact someone and set up an appointment!!
I love Uprise! I recommend the service to all my friends. Best tailored financial advice, and best long-term investment in yourself you can make!
