NerdWallet Coach, powered by Uprise

Modern financial
advising

Tech-driven financial planning and tax guidance,
tailored to your personal goals.

Questions? Book a 20-minute intro call.

30-day 100% money back guarantee

Uprise is used by employees at

Never worry about money again

A personalized financial plan.

We’ll go through your finances to optimize them for your goals.

Unbiased advice from a professional.

You’ll be connected to a Certified Financial Planner™, the highest level of credential in personal financial advising.

Unlimited messaging and plan updates.

Your advisor will respond to your questions all year long and work with you to keep your plan updated.

Proactive monitoring and check-ins.

We’ll scan for optimizations throughout the year and will check in with you at least once a quarter.

Feel the confidence of having a professional by your side.

How it works

No high prices

No limited availability

No old school approach

We get to know you.

We cover everything, even your employer benefits, because the details matter.

Your advisor drafts your personalized plan.

It will include answers to all your top questions and specific, actionable recommendations.

Stay on track.

We monitor your finances for you, continually surfacing new opportunities, and check-in with you at least once a quarter.

We’re here for you.

Message your advisor any time, as much as you want.

Thousands rely on Uprise for financial advice

4.7 / 5 stars on Product Hunt

I swear my jaw dropped every page I went to. I was truly amazed.
Every recommendation in my plan was SO personalized!

Grace, small business owner

They’re like elite human guard-rails and life-hacks.
That’s what this feels like.

Ethan, product manager

My wife and I looked at each other and just said, ‘‘Wow, this really was personalized for us.’’ Incredible.

Tanner, business development

Featured in

Uprise received a 4.7/5 stars rating on Product Hunt as of November 1, 2024. This rating is based on user reviews submitted between May 1, 2022 - October 31, 2024. Product Hunt, an independent product discovery platform, created and tabulated this rating. Uprise did not provide any compensation to Product Hunt or its users in connection with obtaining or using this rating.

The preceding testimonial was provided by current clients of Uprise. No compensation, cash or non-cash, was provided by Uprise for this testimonial. While this testimonial reflects the client's positive experience, it may not be representative of all clients' experiences. Uprise has no material conflicts of interest with the client providing this testimonial.

What we cover

Tax planning

Goals and budgeting

Credit, debt, emergency savings

Allocation: debt vs. cash vs. investing

Retirement: how much to save and where

Investing best practices

Company equity best practices

Best cash accounts and credit cards

Managing side-income taxes

Salary benchmarking

Life insurance, wills, estate planning

You don’t need to pay more for the highest quality financial advice

Premium

Comprehensive, personalized financial planning with unlimited updates

Unlimited, unbiased messaging from your Uprise Certified Financial Planner®

Continuous monitoring of your finances for new opportunities

Introductory and presentation video calls, plus unlimited additional calls as needed

$99/month

billed quarterly

Complete

Everything included in Premium, plus:

Tax filing

Personal, federal, and state tax filing (including Schedule C for sole proprietors)

Integrated financial and tax planning

$154/month

billed quarterly

Traditional financial advisors

Typically cost thousands of dollars per year

Often only affordable for high net worth individuals

Can be low-tech

See exactly what's included in each package and add-on pricing View pricing guide

Frequently asked questions

What can I expect from you?

Do you serve people outside the US?

How are you able to make this so affordable?

Who is this for?

Is there anything you can’t advise on?

What is NerdWallet Coach, powered by Uprise?

How does the money-back guarantee work?

Still have questions?

Set up a 20-minute Zoom call with an advisor to get them answered.

NerdWallet Terms of service

NerdWallet Privacy policy

Uprise Terms of service

Uprise Privacy policy

NerdWallet Coach Powered by Uprise is a collaborative effort between NerdWallet Advisory LLC ("NerdWallet Advisory") and Ontrail, Inc., doing business as "Uprise." This collaboration is not a legal entity and does not offer services itself. The NerdWallet Coach Powered by Uprise is a co-branded initiative designed to provide financial planning services to consumers ("Users") through Uprise. NerdWallet Advisory directs Users to the co-branded webpage where they can obtain financial planning services from Uprise, but NerdWallet Advisory does not participate in the creation of the financial plans or any of the ongoing services. NerdWallet Advisory does not guarantee the accuracy or completeness of any financial plan created by Uprise. The financial plan is generated by artificial intelligence and may contain errors or inaccuracies. Users should carefully review the plan and consult a qualified financial professional before making any decisions based on its recommendations.

NerdWallet Advisory is an SEC-registered investment adviser. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. NerdWallet Advisory may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. NerdWallet Advisory does not offer advisory services through the NerdWallet Coach Powered by Uprise experience. NerdWallet Advisory does not have any direct or indirect contact with Users of NerdWallet Coach Powered by Uprise.

Ontrail, Inc., doing business as "Uprise", is a corporation registered in Delaware, United States. Uprise is not a registered investment adviser. All financial planning tools and services are exclusively offered through Uprise. The financial planning services offered by Uprise do not include advice regarding investing in securities. Uprise is affiliated with Uprise Advisers LLC, a registered investment adviser and wholly owned subsidiary of Ontrail, Inc. However, Uprise Advisers LLC does not offer advisory services through NerdWallet Coach Powered by Uprise. Any services offered by Uprise Advisers LLC are separate and apart from Uprise’s services. Uprise Advisers LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Important Note: All testimonials on this website relate to Uprise, not Uprise Advisers or its services. The testimonials are non-compensated and present a conflict of interest, as the experiences described are not necessarily representative of all clients’ experiences.

The information provided herein is not intended to offer investment, tax, or legal advice. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Images and photographs are included for the sole purpose of visually enhancing the website. None of the photographs are of current or former clients. They should not be construed as endorsements or testimonials from any of the persons in the photograph.

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