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Raise Financial

5.014 reviews
Last reviewed: Aug 25, 2025

Do you agree with Raise Financial's TrustScore? Voice your opinion today and hear what 14 customers have already said.

www.raisefinancial.comMember since Mar 2026

Raise Financial is an online company. Based on 14 reviews on TrustPlane, it has an average rating of 5.0 out of 5 stars. Last reviewed August 25, 2025.

Customer Reviews

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Raise financial helps make saving for…

Raise financial helps make saving for my daughter's education seamless. I love that they have an option for family members/friends to contribute as well and other investment services.

Angel Norris
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Loved how easy this bank is to use

Loved how easy this bank is to use. Very accessible too! We just celebrated our twins first birthday and our invitees had the option to directly deposit money into their accounts. Such a cool feature!

Claudia Pizano
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Great wait to save for the future

I've been using Raise Financial since my oldest was born in 2019. It's always been very easy to use, transparent, and helpful. You can tell their leadership really cares about the accounts they have. They've reached out for feedback numerous times and always take it with a thoughtful approach.

Cassie Chism Sanborn
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It’s a very easy process

It’s a very easy process. Set up everything to come out of my account automatically. I can also check the statements anytime on their portal.

Kierra Richardson
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It's straightforward and easy to…

It's straightforward and easy to update. If any questions or issues come up, they reply promptly. Haven't had any issues since I first opened the account for my daughter when she was 1; she is now 6!

Franne Valle
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They have made it easy for us to set up…

They have made it easy for us to set up a college fund for our children. We don’t have to worry about anything. They are also very responsive whenever I have any questions.

customer
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Easy way to set up your kids for a brighter future

Highly recommend for any parent looking to jump start savings for their littles. The company made the process so easy and seamless and have increased our confidence in investing for our kids' future.

Magdalena Cliff
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Raise financial makes it easy to save…

Raise financial makes it easy to save for our kiddos education. Easy to find information and when I had questions knowledgeable customer service reps. Thanks!

Risha
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Great tool to use towards education expenses

I really love the flexibility of being able to invite your friends and family to contribute towards your childrens' education in their 529 program. I also like the ease of being able to check the balance of accounts and set up regular contributions. It's a great tool.

Towanda Wilson
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Love raise financial

Love raise financial! Easy to use, a highly recommended platform for future college savings!

M Rivera
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They make it very easy to open a 529…

They make it very easy to open a 529 from any state. They also make it easy to share your child's profile with friends and family so they can gift directly into the account for your child. I have had my daughter's account with them for a couple of years now.

Scarlet Paolicchi
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Raise Education

Raise Education has been such an easy way to invest in my kids 529 accounts. You put the money and they take care of the rest. The fees are minimal too.

Laura Manzano
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Raising the Bar of Personal Finance

Raise Financial is a truly unique product, enabling new investors without much upfront capital to take advantage of the benefits of compound growth. The onboarding experience was smooth and beautifully designed. The founders, Patrick and Wesley, were available to meet and answer questions along the way, which provided transparency and trust. 10/10 - would recommend!

Kevin Dunnell
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Helpful for young families

Wesley and Patrick did a great job in taking the time with our family to break down the investment strategy (especially as we ask a lot of questions!). As we have a young daughter, this gives us a lot of confidence in making sure that we are prepared long-term financially, especially as this provides affordable options.

Justin Schober
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According to TrustPlane, Raise Financial has a 5.0/5 rating based on 14 verified reviews as of April 2026. Source: trustplane.app/company/raisefinancial-com