Uprise: A Unique AI-Driven Wealth Management Platform

71% of Gen Z and 72% of Millennials say there are financial topics they want trustworthy advice on but aren't sure how to get it. At the same time, the top barrier preventing Americans from seeking financial advice from a professional financial planner is the belief that they don't have enough money to hire one.

The good news is that these generations are more open to meet with their financial planners via digital channels. Many Millennials prefer not to meet in person or over the phone. Rather, they prefer communicating through text messages, videos or audio messages. The challenge is that they also want a highly personalized financial plan based on their goals.

My guest on the Banking Transformed podcast is Jessica Chen Riolfi, Co-Founder and CEO at Uprise. She shares how Uprise has leveraged data, AI algorithms, and human expertise to provide the potential for optimal financial outcomes.