Why you’ll love Upwise
We go beyond the typical financial goal-setting to help you create good habits and feel more optimistic about what your money can do for you. Here’s how our approach is different:
Small, consistent actions can add up to big results. Upwise will keep you motivated and encourage you to appreciate what you’ve accomplished.
Get your free financial assessment
Based on your results, Upwise will deliver an action plan to help you make financial progress where it’s needed.
Frequently Asked Questions
Upwise is available to anyone. You will be prompted to enter your employer's name as part of the account creation process. If your employer doesn’t promote Upwise, you are self-employed or you are not employed, you can still use the app. Just enter your employer name or indicate that you are self-employed or not employed.
Yes, Upwise is a free app you can download through Google Play or the App Store, depending on your phone type.
There may be solutions offered through Upwise that you decide to purchase, but always at your choice.
Yes, you do. After you download the app, you’ll receive prompts to set up an account—it's quick and easy.
No matter how good we are at managing money, there are times where it can be stressful and complex. Based on behavioral science, Upwise is designed to help you create good money habits and make financial progress that feels good.
We start by understanding your emotions about money—we call it your money mood—and then work with you to make managing your financial life more enjoyable and rewarding—one step at a time. We help you take actions that are tailored to you and keep the momentum going, so you feel more confident and get the most out of your money.
Research shows that several factors are involved in helping you form new habits, such as repeating the desired behavior over time and associating that behavior with positive feelings and rewards. We designed our challenges with this psychology in mind to help you develop healthy behaviors that turn into habits that feel good.
What’s the word on Upwise? See for yourself.
“I think challenges would really help me take action. This would be a great tool to help me stick to things I want to change that I don't currently do.”
“This app helps you understand your buying habits…because sometimes you don't think about it. I feel like I have better control over my money.”
“I felt like the app was what I was looking for to answer financial questions and see how goals are going to be met.”