Get your financial plan here: https://www.uprise.us/?utm_source=you...
✔ Wall Streetlevel
✔ Fully personalized and unbiased
✔ Reviewed by a real CFP
In 2021, Uprise started as an idea to make premium wealth management services accessible to everyone.
Today, our company’s backed by founders and execs from places like Robinhood, Cash App and Stripe, and is trusted by employees at Google, Microsoft and Tesla, among others.
We have some pretty big plans for the years ahead, but at the moment, we’re focused on engineering the best financial plan experience in the world.
MORE ABOUT UPRISE:
HSA. FSA. IRA. 401(k).
Pretty often, the world of personal finance feels like you’re sifting through a messy brew of alphabet and numerical soup.
At Uprise, we’re committed to fixing that.
We’re a VCbacked startup that builds financial plans. Each that we design is Wall Streetlevel, fully personalized.
We leverage both powerful tech and human expertise, which means there’s a real person reviewing your plan. Our team has had experience on Wall Street, working at hedge funds and investment banks. We also have backgrounds in tech, building products like Facebook, Robinhood, Justworks, Wise and Earnin.
We’re backed by executives and founders from Robinhood, Cash App, Stripe, SoFi, Gusto and Clarity. We’re also trusted by employees at Google, Microsoft, Tesla, Carta, McKinsey & Company and Harvard University.
When it comes to wealth and money management, we always strive to be as comprehensive as possible for the people we serve. Topics we cover: employer benefits, retirement, credit cards, saving, investing, student loans, banking, credit unions, stock options, startup equity, roboadvisors, Roth IRA, real estate, mega backdoor Roth, traditional IRA, 401(k) rollovers, minimizing taxes, Fundrise IRA and more.
To get your financial plan, visit the link above to Uprise.us.
On average, we've put $1.5M in net worth back into customers' pockets.
ABOUT JESSICA:
Hey guys!
My name is Jessica Chen Riolfi. I used to work on Wall Street at J.P. Morgan, but eventually decided to make the transition over to Silicon Valley.
Since then, I’ve worked for wellknown fintech companies (Robinhood, Earnin, Wise), and I’m currently the Cofounder and CEO of Uprise.
Here on YouTube, we share new videos every week. We mainly focus on finance and career for young professionals, and if there’s ever a topic you’d like us to cover, we’d love to hear from you (we read and respond to every comment).
Thank you so much for taking the time to visit our page. We really appreciate it, and hope we can become your biggest supporter on your financial journey.
Jessica
SUMMARY
In this video, I'm going to walk through the process of setting up an account with SoFi automated investing. You'll be able to see how easy it is, and along the way, I'll also talk about their fees is it too good to be true, what they invest you in, and any other bells and whistles they have. And lastly, stick around till the end I'll let you guys know whether I recommend using this service or passing on it.
LINKS
► SoFi Automated Investing https://go.uprise.us/6mHMaV
CHAPTERS
0:00 Intro
2:18 Setting up
4:45 Where do they invest for me?
8:26 SoFi ETFs & fees
11:58 Other features
12:42 My recommendation
15:16 Conclusion