That privacy policy is long, and far more of it than I'd prefer is listing people you can and will share my data with.<p>> We intend to sustain our business by getting paid when customers sign up for financial products we recommend. That said, this will never impact our advice to you. We won't push products we don't think you need.<p>That's a good goal. That's pretty easy to say though, harder to do. I prefer when a company's incentives are more aligned with my own though.
Co-founder here - excited to get feedback!<p>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.<p>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.<p>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!)<p>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).<p>Feel free to send feedback/questions here! chris@uprise.us
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.<p>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.<p>Overall love the direction of the product and excited to see how this product evolves!
Whats one thing that generally surprises people the most about their finances?<p>Also, I have alot of friends who dont put much thought into their finances. Is there a way for me, as their friend, to put in general/non-personal info about my friends and send them a summary of deals/credit/cards/savings/etc they're missing out on?
Awesome - this is something I always suck at, and other robo-advisors don't look at the bigger picture. I'm in UK so looking forward to you launching here!