View your financial plan here: https://www.uprise.us/?utm_sourceyoutube&utm_mediumorganic&utm_campaignwealthfront-review2022

️ Wall Street level
️ Fully personalized and unbiased
️ Reviewed by a real person

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In 2021, Uprise started as an idea to make premium wealth management services accessible to everyone.

Today, our company is backed by founders and executives from places like Robinhood, Cash App, and Stripe, and trusted by employees at Google, Microsoft, and Tesla, among others.

We have some pretty big plans for the coming years, but right now we're focused on building the best financial planning experience in the world.

MORE ABOUT UPRISE:

HSA. FSA. IRA. 401(k).

Quite often in the world of personal finance it feels like you're browsing through a messy concoction of alphabet and number soup.

At Uprise we want to solve this.

We are a venture capital-backed startup that makes financial plans. Every design we design is Wall Street level, fully personalized and 100% free.

We leverage both strong technical and human expertise, meaning there's a real person reviewing your plan. Our team has experience on Wall Street, having worked at hedge funds and investment banks. We also have a background in technology, building products such as Facebook, Robinhood, Justworks, Wise and Earnin.

We're backed by executives and founders from Robinhood, Cash App, Stripe, SoFi, Gusto, and Clarity. We are also trusted by employees at Google, Microsoft, Tesla, Carta, McKinsey & Company and Harvard University.

When it comes to asset and money management, we always strive to be as complete 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, robo-advisors, Roth IRA, real estate, mega backdoor Roth, traditional IRA, 401(k) rollovers, minimizing of taxes, Fundrise IRA and more.

To get your financial plan, visit the link above to Uprise.us.

On average, we have put 1.5 million 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 JP Morgan, but ultimately decided to make the move to Silicon Valley.

Since then, I've worked for well-known fintech companies (Robinhood, Earnin, Wise) and am currently the co-founder and CEO of Uprise.

Here on YouTube we share new videos every week. We focus primarily on finance and careers for young professionals, and if there's ever a topic you'd like us to discuss, we'd love to hear from you (we read and respond to every comment).

Thank you 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

RESUME
In this video I discuss Wealthfront, one of the original robo-advisors. I take a closer look at their investment product, where they manage your investments in a fully automated way, and I pull up my screen and talk about everything from their portfolios to their fees. Make sure you stay until the end. I'll let you know if I recommend you use this service or pass it on.

CHAPTERS
0:00 – Introduction
2:38 Design
3:20 Cost
4:35 Investments
5:55 Create an account
12:40 More about investments
14:54 Harvesting tax losses
17:29 Recommendation
18:18 Conclusion

Please take the opportunity to connect and share this video with your friends and family if you find it useful.