Uprise Money

Features Uprise Money

📋 Optimizing your tax strategy
💳 The best accounts (credit, etc.) for you to use (best rates/rewards, lowest fees)
🎯 How much to save and invest for your goals
💰 Which employer benefits to take advantage of
📈 How to allocate your assets optimally, and (of course)
🚀 What to do with your employee stock/optionsAnd we do all of the above for up to 50x more affordably than the cost of standard wealth management (which doesnt cover things like credit cards).
Yes, it pays for itself :)