It’s pretty simple: ask us absolutely
anything about your finances (it’s okay to be really specific to your situation!) and our algorithm backed by a Certified Financial Planner will give you a hyper-personalized spot-on answer, for free.
Go ahead and stump us! Let’s really kick the tires on this thing :)
Up until now, we've been doing comprehensive financial advising for free. Our most popular feature is the ability to just ask us anything so we figured why not make that feature available for everyone? Also for free :)
Some more context: Uprise’s mission is to make wealth management/financial optimization as accessible as possible (ie, free) and we think the key is to have an amazing algorithm and database of financial rules/products but backed by a real financial expert to make sure the recommendations are good and to refine the algorithm.
If you love it please feel free to share with anyone you know that could use some advice on their finances! We’re happy to help as many people as we can.
Some example questions people have had:
- What should I change about my finances once my student loans are forgiven?
- How do I adjust my finances to deal with inflation or recession?
- Which credit card should I open next?
- I work at Tesla - can you look at my benefits and make sure I’m taking full advantage?
Feel free to send feedback/questions here! chris@uprise.us
Thanks for looking at this!
I'm a big fan of Uprise as a concept - financial literacy isn't something that is taught in schools in the US, but it really should be.
More on topic to the thread: As context, I'm interested in buying a house so I have the money for the down payment held with VMFXX for the moment. What other ways could I consider holding a sum of money in a relatively liquid way?