We look at your entire financial picture for free and tell you exactly what to do with your money: which credit card to use; how much to save and where to invest it; how to optimize your taxes, and so on. We've fairly conservatively found an average $1.5M in net worth for our users so far.
We wanted to finally solve personal finance and we think we have the right approach: combining really powerful automation and tooling with a human expert in the loop to make sure our recommendations are actually good.
Note: we're US only for now and focused on single young professionals - we're optimized for this base case - so if you're married/with kids you'll get a notice that we'll reach out to you as soon as we can serve you. (Sorry! We’re going as fast as we can!)
Please write in “Hacker News” for "How did you hear about us?" and that will automatically bump you to the front of the waitlist. We’re scaling up, so if you do this, we should be able to get to you pretty quickly (depending on demand).
Feel free to send feedback/questions here! chris@uprise.us
Great question! Basically we take where your finances currently are and calculate where they would be around retirement if you made no changes vs. where they would be if you applied our optimizations.
The value comes from: (1) tax advantages, (2) free money from employer benefits, (3) investment compounding, (4) increased earnings, and (5) fee savings.
We’re generally assuming our recommendations are implemented for 5 years and tax-advantaged retirement and health savings recommendations are totally invested until retirement at the age of 67.
For debt stuff, we’re assuming recommendations are implemented until the debt is paid off.
For everything else - switching credit cards etc - we’re assuming the change is implemented for 5 years.
We look at your entire financial picture for free and tell you exactly what to do with your money: which credit card to use; how much to save and where to invest it; how to optimize your taxes, and so on. We've fairly conservatively found an average $1.5M in net worth for our users so far.
We wanted to finally solve personal finance and we think we have the right approach: combining really powerful automation and tooling with a human expert in the loop to make sure our recommendations are actually good.
Note: we're US only for now and focused on single young professionals - we're optimized for this base case - so if you're married/with kids you'll get a notice that we'll reach out to you as soon as we can serve you. (Sorry! We’re going as fast as we can!)
Please write in “Hacker News” for "How did you hear about us?" and that will automatically bump you to the front of the waitlist. We’re scaling up, so if you do this, we should be able to get to you pretty quickly (depending on demand).
Feel free to send feedback/questions here! chris@uprise.us