Excellent
Based on 14 reviews
Raise Financial5.0Honesty, pricing, process and quality scores appear once 5 customers have rated them.
At Raise Financial, we believe building wealth should be simple, transparent, and effective. We currently offer two products: Raise Investment and Raise Education. Raise Investment helps people build equity over the long-term via a novel “set it and forget it” investment subscription service. Raise Education helps young families save for their child’s future education expenses by crowdfunding with their friends and family. We’re passionate about solving the unique macroeconomic problems faced by today’s young Americans by ultimately making “wealth within reach”.
Raise Financial (raisefinancial.com) has 14 customer reviews on Folks Told, with an average rating of 5.0 out of 5.
14 approved reviews, newest moderated first
Towanda W.
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.
Reply from Raise FinancialAug 20, 2025
Thanks so much Towanda - we appreciate you!
M R.
Love raise financial! Easy to use, a highly recommended platform for future college savings!
Reply from Raise FinancialAug 20, 2025
Thanks so much for the review!
Scarlet P.
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.
Reply from Raise FinancialAug 20, 2025
Wow thanks Scarlet, appreciate the review!
Laura M.
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.
Reply from Raise FinancialAug 20, 2025
Thanks so much Laura - we appreciate the kind words. 😊
Kevin D.
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!
Reply from Raise FinancialJul 23, 2025
Wow Kevin, thanks so much for all the kind words!
Justin S.
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.
Reply from Raise FinancialJul 17, 2025
Thanks so much for the review Justin! We're really looking forward to a long relationship with you and your family. Welcome to OUR family!
