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What is Uprise?
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.
Do you use Uprise?
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#3 Fintech Product of the Year
Recent Uprise Launches
Uprise Best Stock Options Tax Calculator Calc your startup stock option taxes (+state & AMT) for free
Launched on January 26th, 2023
Uprise Ask Us Anything Spot-on answers from our CFP financial experts, 100% free
Launched on October 23rd, 2022
Forum Threads
Uprise - We optimize your financial life, for free
Uprise looks at your *whole* financial picture and tells you exactly what to do with your money, for free: tax strategies, the best accounts, investment best practices, which benefits to use, etc. We've unlocked an average $1.5M (!) in net worth per user 🎉
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Uprise Embedded - Embed AI+human financial advisory on your platform
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.
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Uprise Ask Us Anything - Spot-on answers from our CFP financial experts, 100% free
Ask us *anything* about your money (feel free to be super specific!) and you'll get a hyper-personalized, spot-on answer for free. A Certified Financial Planner works on every answer, backed by our in-house financial optimization engine. Try to stump us :)
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Uprise Alternatives
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4.65/5 based on 23 reviews
Reviews
•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!!
•1 review
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!