Raise Financial Reviews & Provider Details

Name: Raise Financial
Rating: 5.0 (2 reviews)

At Raise Financial, we believe building wealth should be simple, transparent, and effective. We currently offer two products: Raise Investment and Raise Education. Raise Investment helps people build equity over the long-term via a novel “set it and forget it” investment subscription service. Raise Education helps young families save for their child’s future education expenses by crowdfunding with their friends and family. We’re passionate about solving the unique macroeconomic problems faced by today’s young Americans by ultimately making “wealth within reach”.

Seller

Raise Financial

Discussions

Raise Financial Community

Languages Supported

English

Services Offered

Investment, Education Savings

Locations Serviced

United States

Overview by

Patrick cason

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SP

Scarlet P.

Founder, Editor

Small-Business (50 or fewer emp.)

8/20/2025

"Easy to open 529"

5/5

What do you like best about Raise Financial?

Easy to open and works for everyone even if you can only afford a small start. Review collected by and hosted on G2.com.

What do you dislike about Raise Financial?

I haven't experienced any downsides or anything to dislike. Review collected by and hosted on G2.com.

Recommendations to others considering Raise Financial:

Get started right away. The sooner the better for compounding the interest. Review collected by and hosted on G2.com.

What problems is Raise Financial solving and how is that benefiting you?

When I first wanted to open a 529, I didn't know how. I set up an appointment with my bank and they only helped you if you had a monthly deposit commitment or a large lump sum to open the account. They told me to look online. Raise Financial makes it very easy to open a 529 from any state. No large up front sum needed to get started. They also make it easy to share your child's profile with friends and family so they can gift directly into the account for your child. I have had my daughter's account with them for a couple of years now. Review collected by and hosted on G2.com.

CB

Verified User in Broadcast Media

Enterprise (> 1000 emp.)

8/21/2025

"Great easy to use platform, highly recommended!"

5/5

What do you like best about Raise Financial?

Easy to use. I use raise financial to meet my child's future education needs. It's an easy to use platform. I highly recommend it! Review collected by and hosted on G2.com.

What do you dislike about Raise Financial?

Fees, I wish these platforms found another way to source their fees. Review collected by and hosted on G2.com.

Recommendations to others considering Raise Financial:

I use raise financial to meet my child's future education needs. It's an easy to use platform. I highly recommend it! Review collected by and hosted on G2.com.

What problems is Raise Financial solving and how is that benefiting you?

I use raise financial to meet my child's future education needs. It's an easy to use platform. I highly recommend it! Review collected by and hosted on G2.com.