As someone that makes decent tech money, but not enough to afford or make use of a dedicated financial advisor-- I found Uprise to be super helpful. I received a personalized game-plan for how to manage all my various types of investments (stock-options, crypto, mortgage, 401k, etc). The advice mostly laid out the risks and did not feel overly prescriptive.
In my ideal world the service would take the next step of automatically re-arranging my finances based on the recommendations with my consent. Example: if the recommendation is to reduce exposure to crypto, then once I sign-off on it, the money is rebalanced and put into an IRA.
Overall love the direction of the product and excited to see how this product evolves!
In my ideal world the service would take the next step of automatically re-arranging my finances based on the recommendations with my consent. Example: if the recommendation is to reduce exposure to crypto, then once I sign-off on it, the money is rebalanced and put into an IRA.
Overall love the direction of the product and excited to see how this product evolves!