Secfi

Liquidity and wealth management for people with equity

★★★☆☆ 3.0/5
FactScore™ 14.3
VS

Uprise

We optimize your financial life

★★★★★ 5.0/5
FactScore™ 42.3

Updated February 2026

Secfi Uprise
Rating 3.0★ 5.0★
Reviews 2 6
Pros 0 10
FactScore™ 14.3 42.3

FactScore™ Comparison

FactScore™ weighs both quality (rating) and popularity (reviews) for a fairer ranking than stars alone.

14.3
Secfi FactScore™
👑
42.3
Uprise FactScore™
★ Uprise wins on FactScore™

Pros & Cons

Only in Secfi — Pros

No unique pros listed

Both tools — Pros

Only in Uprise — Pros

Personalized financial plans Actionable recommendations Budgeting features Investment guidance Beginner friendly Goal tracking Credit card recommendations Free tier Retirement account guidance Tax guidance

Only in Secfi — Cons

Both tools — Cons

Only in Uprise — Cons

No support for users with kids US only availability

Details

Secfi Uprise
Categories Financial planning, Startup financial planning Tax preparation, Financial planning, Investing
Platforms Web Web
Became Popular February 13, 2018 May 26, 2022
Website www.secfi.com uprise.us

Who Should Pick Which?

Choose Secfi if...

  • No unique pros listed

Choose Uprise if...

  • Personalized financial plans
  • Actionable recommendations
  • Budgeting features

With a FactScore™ of 14.3 vs 42.3, Uprise leads in community reception. Secfi uniquely offers No unique pros listed, while Uprise stands out for Personalized financial plans and Actionable recommendations.

3

What Users Say

Secfi

N
Nick Apr 22, 2024
★☆☆☆☆

Secfi provides what would otherwise be a helpful service to employees at venture-backed startups: financing of options for exercise. For employees who want to derisk or don't have the capital, it's...

J
Joost Mar 3, 2025
★★★★★

Very solid and knowledgeable team that helps with every single step of the process and answers any questions. The tools are helpful to see what different outcomes for your company would mean for yo...

Uprise

S
Shaun Nov 8, 2022
★★★★★

Uprise is just getting started!

D
Daniel May 26, 2022
★★★★★

Uprise was extremely beneficial in helping me visualize my financial goals. As it continues to grow and features are added, I 100% expect it to be my main tool for personal finance, replacing a com...

E
Erick May 27, 2022
★★★★★

Love the product! Working in finance, I'd like to think that I have an idea of how to manage my personal finances, but this really opened my eyes to some key considerations I just didn't consider. ...

Frequently Asked Questions

Which is better, Secfi or Uprise?

Based on FactScore™, Uprise leads with a score of 42.3 vs 14.3. Uprise has a higher rating of 5.0★ compared to 3.0★.

What are the pros of Secfi compared to Uprise?

Secfi uniquely offers: No unique pros listed.

What are the pros of Uprise compared to Secfi?

Uprise uniquely offers: Personalized financial plans, Actionable recommendations, Budgeting features, Investment guidance, Beginner friendly.

Is Secfi better rated than Uprise?

Secfi is rated 3.0★ from 2 reviews. Uprise is rated 5.0★ from 6 reviews.

What is the FactScore™ of Secfi and Uprise?

FactScore™ weighs rating and review volume together. Secfi scores 14.3 and Uprise scores 42.3.

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