Hey PH fam! 👋

Co-founder here - excited to be back for our 2nd launch and to get feedback!

It’s pretty simple: ask us absolutely anything about your finances (it’s okay to be really specific to your situation!) and we’ll get back to you with a hyper-personalized spot-on answer, entirely free. There’s a real Certified Financial Planner working on every single question to make sure we understand your situation and are answering you 100% correctly.

Go ahead and stump us! Let’s really kick the tires on this thing :)

Some more context: Uprise’s mission is to make wealth management/financial optimization as accessible as possible (ie, free). We think the key is to have real financial experts, supported by an amazing algorithm and extensive database of financial rules and products to make sure the recommendations are actually good.

Up until now, we've been doing comprehensive financial advising for free (we find $2,766 for our average user their first year!). 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 :)

We see this as an improvement over all the forums and communities online where people ask each other for financial advice. It's great that those resources are out there but there's two problems with them:

1. Communities/forums don't know the person's full financial situation, so the advice can be off. For example, we’ve seen many threads on Reddit with people asking if they should go Roth or Traditional for their IRA. But the responders didn't take into account things like the age of the poster, or nuances like the fact they were starting midway through the year (a year of low income - which is the perfect time to do a Roth).

2. Advice from family/friends/people online is great, but they're not necessarily experts. For example, a couple of users' parents advised them to get expensive expensive whole life insurance or municipal bonds for their retirement accounts - options that might have been good for the parents but made no sense for the users. And, again, friends/family don't know your full situation/data.

More personally, our CEO @jessicakchen was inspired by her mom, who worked at the FDIC and was always her go-to for financial questions (she didn't charge either :)).

If you love it please feel free to share with anyone you know who could use some advice on their finances! We think we can give the best possible answers and we’re happy to help as many people as we can.

Some example questions people have had:

👨‍🎓 Am I eligible for student loan forgiveness and how do I do it? 📉 How do I set up my finances in a bear market with high inflation? ❓ Should I do Roth or Traditional? 💵 How much cash do I need to be holding? 💳 Which credit card should I get next? 🚗 I work at Tesla - can you look at my benefits and make sure I’m taking full advantage?

Special offer for Product Hunters 🎁

We also have a premium service where we provide proactive monitoring of your finances for optimizations and full-on wealth management. If you're interested in that after trying us, please use the code “PH20NOV” (valid till end of November) and that will get you 20% off Uprise premium for the year if you want to upgrade and max out our optimizations. As noted above, yes, it pays for itself :)

Would love to hear feedback/questions/comments here! Give it a shot! 🙏