--- title: Uprise Reviews meta\_title: 'Uprise Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Uprise works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 3 scale: '5' date\_modified: '2025-10-31' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Uprise Reviews & Product Details Uprise offers comprehensive personal financial planning, matching you with a financial advisor who looks at your whole financial picture and tells you exactly where to optimize. You will receive a personalized financial plan, unlimited messaging with your Certified Financial Planner™, proactive monitoring, and check-ins. * * * Seller [Uprise](https://www.g2.com/sellers/uprise-c6aab2d1-623f-4bf6-bef1-8ea0d2cbea1a) Discussions [Uprise Community](https://www.g2.com/products/uprise-advisers-llc-uprise/discuss) Overview by Chris Goodmacher Show More ## Top-Rated Alternatives [ ![Koyfin](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Koyfin") Koyfin 4.8/5(132) ](https://www.g2.com/products/koyfin/reviews) [ ![Asset-Map](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Asset-Map") Asset-Map 4.8/5(129) ](https://www.g2.com/products/asset-map/reviews) [ ![Spreadsheet Server by insightsoftware](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Spreadsheet Server by insightsoftware") Spreadsheet Server by insightsoftware 4.4/5(81) ](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) [ View All Alternatives ](https://www.g2.com/products/uprise-advisers-llc-uprise/competitors/alternatives) ![Michael D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael D.") MD Michael D. Inbound Strategist Small-Business (50 or fewer emp.) 6/18/2024 "A true game changer for our customers" 4.5/5 What do you like best about Uprise? I love being an uprise partner where the support is truly unmatched. We can offer our customers a financial solution that not only meets their specific needs but also gives a full picture of their financial lives, so we can better serve them with resources and guidance to improve their net worth. Review collected by and hosted on G2.com. What do you dislike about Uprise? I would love to have more customization options for the white-label product. That said, there is an API to allow you to create a fully customizable solution. I would appreciate something more in the middle, where I don't have to take the reigns fully, but can still customize the solution to my particular customers' needs. Review collected by and hosted on G2.com. What problems is Uprise solving and how is that benefiting you? We can complement our existing services by getting greater insight into our customers' overall financial picture. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite BM Biswajit M. Software Engineer Real Estate Small-Business (50 or fewer emp.) 6/19/2024 "Financial Planning made easier ever!" 4.5/5 What do you like best about Uprise? Tracking of expenses as well as income. Proper Planning for investment and portfolio management. Planning of each and every financial need. Review collected by and hosted on G2.com. What do you dislike about Uprise? ui could have been more user friendly. Little bit confusing for less tch savvy person. Review collected by and hosted on G2.com. What problems is Uprise solving and how is that benefiting you? Tracking of each and every financial transaction at one place. Easy to plan and decide where to spend our money. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Organic Review from User Profile ![Ma C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ma C.") MC Ma C. Commis/représentant Small-Business (50 or fewer emp.) 6/19/2024 "Operating partner of the EBITDA" 4.5/5 What do you like best about Uprise? The cash-flow. Accelerator of value, growth of the EBITDA, in analyzing our accounts (FEC) benchmark realised by artificial intelligency! Review collected by and hosted on G2.com. What do you dislike about Uprise? Analyze our accounts to optimize our performance! Review collected by and hosted on G2.com. What problems is Uprise solving and how is that benefiting you? Optimize our operational performance! Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ### There are not enough reviews of Uprise for G2 to provide buying insight. Below are some alternatives with more reviews: [ 1 ![Koyfin Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2d734045120b900cbd749ae924da7481/koyfin.png "Koyfin Logo") Koyfin 4.8 (132) Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com ](https://www.g2.com/products/koyfin/reviews "Koyfin")[ 2 ![Asset-Map Logo](https://images.g2crowd.com/uploads/product/hd_favicon/8498917947b6a66a626d2854a563bef8/asset-map.svg "Asset-Map Logo") Asset-Map 4.8 (129) Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities and ultimately improve planning for the future. ](https://www.g2.com/products/asset-map/reviews "Asset-Map")[ 3 ![Spreadsheet Server by insightsoftware Logo](https://images.g2crowd.com/uploads/product/hd_favicon/af822dea178570fb85c20c6019f278cd/spreadsheet-server-by-insightsoftware.svg "Spreadsheet Server by insightsoftware Logo") Spreadsheet Server by insightsoftware 4.4 (81) Connect your ERP to Microsoft Excel in real time, avoiding manual data dumps and updates, to uncover what's truly going on in your organization. Create and refresh any financial or operational report you need with a tool that allows you to mix GL and non-GL data from multiple sources. Drill from summary level to journals, balances, and sub-ledgers to find and fix reconciliation issues quickly. ](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews "Spreadsheet Server by insightsoftware")[ 4 ![TradingView Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_5ec66c52287a108256fe7c9cc632dc0b/tradingview.png "TradingView Logo") TradingView 4.5 (75) TradingView is an advanced financial visualization platform with the ease of use of a modern website. ](https://www.g2.com/products/tradingview/reviews "TradingView")[ 5 ![Amazon Finspace Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3a7a925cc43d97814fa81ec2d6c06f45/amazon-finspace.jpeg "Amazon Finspace Logo") Amazon Finspace 4.5 (68) Amazon FinSpace is a fully managed data management and analytics service tailored for the financial services industry. 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Users can also integrate their own functions and notebooks for customized analytics. - Managed kdb Insights: FinSpace provides a managed kdb Insights analytics engine, optimized for analyzing real-time and historical time-series data, commonly used in capital markets for tasks like options pricing and backtesting. - Secure and Scalable Data Management: Data is encrypted using AWS Key Management Service (KMS) keys, and the system scales seamlessly as data volumes grow. High-performance caching accelerates queries, and built-in database versioning allows users to query data as it existed at previous points in time. - Compliance and Audit Controls: FinSpace enforces data access controls and maintains audit logs, supporting organizations' compliance requirements by tracking data access and usage. Primary Value and User Solutions: Amazon FinSpace addresses the challenges financial services organizations face in managing and analyzing large volumes of data. 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Its scalable and secure environment allows for efficient data management, while the integrated analytics tools empower users to perform complex analyses, such as backtesting trading algorithms and conducting pre/post-trade analytics, thereby enhancing decision-making processes and operational efficiency. ](https://www.g2.com/products/amazon-finspace/reviews "Amazon Finspace")[ 6 ![eMoney Logo](https://images.g2crowd.com/uploads/product/hd_favicon/148f44b696f54a7e9475d7b9768c4f8b/emoney.svg "eMoney Logo") eMoney 4.7 (67) Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need. ](https://www.g2.com/products/emoney/reviews "eMoney")[ 7 ![Irwin Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_e9370065a53a978a6fa07d306829d964/irwin.png "Irwin Logo") Irwin 4.5 (57) Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. 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