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!!
Uprise truly lives to its mission and truly helps people - especially those who’ve never had any experience planning for the future. No one talks about Finance! It’s an uncomfortable situation. My friends and even my family don’t talk about it either. I’ve never made a budget before Uprise! With each change in my life from starting my new career to even investing/health care, Uprise has been there for it all. Truly worth anyone giving it a shot!
Love the product! Working in finance, I'd like to think that I have an idea of how to manage my personal finances, but this really opened my eyes to some key considerations I just didn't consider. From mapping out my financial goals over the next 10 years to creating a personalized actionable plan I could implement today, Uprise really helped me make some personal finance decisions involving my 401(k), investment accounts -- even credit cards. Not to mention that it was all free!
