Raise FinancialAt 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 Five Star Index, with an average rating of 5.0 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Investments & Wealth · Nashville, Tennessee
Excellent
Investments & Wealth · Brentwood, Tennessee
Excellent
Investments & Wealth · Memphis, Tennessee
Excellent
Investments & Wealth · Nashville, Tennessee
Excellent
14 approved reviews, newest moderated first
Angel N.
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.
Response from Raise FinancialAug 26, 2025
Thank you so much for the review Angel!
Claudia P.
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!
Response from Raise FinancialAug 26, 2025
Thanks for the review Claudia!
Cassie Chism S.
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.
Response from Raise FinancialAug 26, 2025
Hey Cassie, thanks a ton for the feedback, as always! Our ears are always open. :)
Kierra R.
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.
Response from Raise FinancialAug 22, 2025
Thanks so much for the kind review Kierra, we really appreciate it!
Franne V.
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!
Response from Raise FinancialAug 22, 2025
We've loved having you as a customer over the years - here's to 5 more years!
customer
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.
Response from Raise FinancialAug 21, 2025
Thanks so much, really appreciate the kind review! 😊
Magdalena C.
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.
Response from Raise FinancialAug 20, 2025
Really appreciate the review Magdalena, thanks!!
Risha
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!
Response from Raise FinancialAug 20, 2025
Wow, thanks so much Risha!