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.

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.

Overall love the direction of the product and excited to see how this product evolves!