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Show HN: Ask our algorithm and real financial expert anything about your money (uprise.us)
38 points by cgoodmac on Oct 21, 2022 | hide | past | favorite | 7 comments
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!




Disclaimer: Early user of Uprise, signed up after I heard about them from this thread: https://news.ycombinator.com/item?id=31370775

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?


Yeah, this is exactly the type of question you should send through the product! The right answer to where to keep cash shouldn't be what you find googling around, but should instead be specific to your situation (i.e. timing of the house, amt of money, the rest of your portfolio, etc.)


Did jack shit for me. I started out with a question that revealed a lot of my personal information, then it requested that same information again, so to be charitable I must assume the natural language part is not working.

After I answered a long questionnaire and agreed to the terms of service, I got this surprising message: “Unfortunately, we don’t currently support people who are married or do their finances with a partner. As you know, finances get a lot more complex with other people in the picture”.

They could’ve just started out asking if I’m married, but instead, they collected a whole bunch of tasty personal informational morsels they can sell.

This does not feel like a legitimate enterprise to me. Not at all.


Very cool! I’m an early user of uprise and excited to see that they keep coming out with cool new products


Thanks!


This is neat.


Thanks!!




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