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About

About This Business

Raise Financial provides internet-based investment advisory services, including long-term investment accounts and crowdfunded 529 education savings plans. The company offers a membership model that enables clients to access upfront investments in the S&P 500 and education savings features.

BBB Accredited Since: 6/27/2025

Years in Business: 5

Products and Services

Raise Financial offers:

Raise Investment: Monthly membership service where Raise invests a large principal in the S&P 500 on behalf of the member, providing returns and downside protection.

Raise Education: Crowdfunded 529 college savings platform allowing friends and family to contribute to a child’s education fund.

Business Details

BBB File Opened:
6/25/2025
Business Started:
4/1/2021
Type of Entity:
Corporation
Alternate Names:
Raise Financial

Additional Information

Latest Reviews

  • Cassie S

    "Super help and an easy way to save for your kids' 529 education plan. We have been using them since 2019 and have seen great gains in their accounts." ... Read full review

  • Mia R

    "I use raise financial to meet my child's future education needs. It's an easy to use platform." ... Read full review

  • Scarlet P

    "They make it easy to open a 520 in any state without a large initial sum or ongoing commitment. I have had a account for my daughter for a couple years and they make it easy to share a link with friend and family so they can contribute directly anytime."

View all Reviews

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