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Uprise

Uprise

We optimize your financial life

4.5
•15 reviews•

508 followers

We optimize your financial life

4.5
•15 reviews•

508 followers

2022 Golden Kitty Awards
Visit website
Tax preparation
•
Financial planning
•
Investing
Uprise looks at your *whole* financial picture and tells you exactly what to do with your money: tax strategies, the best accounts, investment best practices, which benefits to use, etc. We've found an average $1.5M (!) in net worth per user so far.
  • Overview
  • Launches4
  • Reviews15
  • Alternatives
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Company Info
uprise.us
Uprise Info
Launched in 2022View 4 launches
Forum
p/uprise-2
Awards
2022 Golden Kitty Awards
2022 Golden Kitty Awards
Uprise was ranked #2 of the day for May 26th, 2022
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Uprise Launches

Uprise Embedded Embed AI+human financial advisory on your platform

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Uprise Best Stock Options Tax Calculator Calc your startup stock option taxes (+state & AMT) for free

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Uprise Ask Us Anything was ranked #2 of the day for October 23rd, 2022
Uprise Ask Us Anything was ranked #2 of the day for October 23rd, 2022
View all Uprise launches

Do you use Uprise?

Uprise was ranked at #3 Fintech for 2022
#3 Fintech Product of the Year
More recipients →
4.5
Based on 15 reviews
Review Uprise?

Uprise is praised for its comprehensive approach to personal finance, offering tailored financial advice that users find invaluable. Many appreciate its ability to simplify complex financial decisions, from budgeting to investment strategies, without any cost. Users highlight its effectiveness in helping them visualize and achieve financial goals, often replacing multiple other financial tools. However, some users express disappointment due to its current limitations, such as only being available in the USA and not supporting users with children. Overall, Uprise is seen as a trusted and transformative tool for financial planning.

Kevin LinEstefani FríasShaun MacLellan
+12
Summarized with AI
Reviews
Helpful

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Daniel Rust
Daniel Rust
•1 review
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!!
Report
3yr ago
Kevin Lin
Kevin Lin
•2 reviews
These guys are building something awesome!!!
Report
2yr ago
Estefani Frías
Estefani Frías
•1 review
A great accessible tool to improve our personal finances.
Report
2yr ago