Harriet Alternatives

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.

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!!

Managing money can be complicated. Track all of your accounts in one place, collaborate with a partner, and create a long term plan to achieve your goals. Get personalized advice along the way.

3. Percento

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Percento is designed to help lazy people build personal finance habits. With a clean net worth overview, you can focus on what's important, while minimizing effort to keep track of all your money accounts, as well as syncing stock and cryptocurrency prices.

A clear financial picture, when you need it.