Managing your finances has never been this simple
Tired of logging into six different apps? Upli monitors everything from your credit score to how much insurance you need to missed payments all in ONE place.
The One-Stop Shop for Financial Wellness
Take Control of Your Financial Fitness with Upli
Upli helps you improve your credit, maintain a budget, optimize your debt, and manage your accounts. It’s time to lace up your shoes and become financially fit. It’s time for Upli.
Is Upli for Me?
Upli helps you lower expense and increase savings.
Why You Need Upli
Making the right financial decisions is difficult
Upli helps you by analyzing your situation and forecasting step by step actions, that help you make the best saving and spending decisions.
Financial Wellness
We worry. We pace. We fret. We stay up late looking at the ceiling worrying about money. And these concerns affect your physical health, relationships and job performance.
Upli wants to bring digital solutions to help everyone sleep easier, perform better and focus on the things that matter most.
The One-Stop Shop for Financial Wellness
Take Control of Your Financial Fitness with Upli
Upli helps you improve your credit, maintain a budget, optimize your debt, and manage your accounts. It’s time to lace up your shoes and become financially fit. It’s time for Upli.
Discover all the ways you could achieve your dreams
Staying on track
Starting the process of saving or budgeting is one thing, but staying on track for the long term is another. Many people have a hard time staying engaged and motivated to improve their financial health. Upli’s automated tools make staying on track easier than ever.
Actionable Insights
Know The Score
If you want to achieve a goal, you need to know where you stand. Upli’s financial health, credit, and budget scoreboards track and measure your financial fitness so you can always see where you stand. When you’re focused on a goal you are more likely to achieve it.
Achieve Your Goals
Achieving financial fitness demands focus. Upli is designed to be a personal trainer and financial advisor for your overall financial well being. Upli gives you a clear vision of your financial situation and helps you focus on your goals. If you’re ready to take the first step and get in the game, Upli can help you create a plan for success.
Secure With Plaid
Plaid is a financial technology software company that is building the pipes that connect apps to financial institutions.
Plaid currently has tens of millions of end users and is integrated into thousands of apps, which account for hundreds of billions in spending and financial planning.
Plaid maintains a “tokenized” version of your financial institutions login — a bridge that gets activated when you use Upli.
DebtOptimizer
Imagine having a financial advisor that is constantly working to optimize your loans, offering helpful guidance on easy next steps you can take to lower your interest or free up extra cash.
The DebtOptimizer analyzes your loans with a scenario-planning interface that lets you find ways to minimize monthly payments, lower interest rates or pay off debt smarter. Easy to use tools help you explore your options, take action, and enjoy the benefits.
Your Budget
Upli’s budget feature allows you to link your financial accounts with your bills, monthly expenses, and spending. Upli will scan your transaction and create a personalized budget so you can stay on top of your spending and make informed financial decisions.
Your Vault
Upli’s vault helps you organize, access, and share your financial, legal, and personal documents safely and securely. Our security features and procedures are modeled after the most secure financial and government institutions. Upli’s Vault can assure that you can have copies of the right documents in the right place, at the right time and at your fingertips whenever or wherever you need them,
Credit Optimizer
Upli’s Credit Optimizer is designed to give you a personal plan to increase your credit score based on your credit goals, timeline, and lifestyle. Upli’s interactive Score Tracker will allow you to see your progress over time and provide the tools you need to help your score grow. If your goal is a higher credit score, Upli’s Credit Optimizer is there to help you achieve it.
You’re Counting Your Steps, but Not Your Savings?
In today’s world, we’re more connected to our physical health than ever before. We have wearables that track our steps and our workouts, we have applications that plan our meals and monitor our calories, and we are proud to share our physical accomplishments on social media.
Upli is taking this same approach and applying it to financial fitness, with a unique and simple app that allows you to track your finances in the same way you track your health.
In Their Words
What people are saying
I really like how Upli sends me alerts when I’m deviating from the game plan. Like if I’m spending too much on dinners, I want it to tell me I’m not going to reach my saving goals for the year if I keep going out.
Mike
I really like how Upli sends me alerts when I’m deviating from the game plan. Like if I’m spending too much on dinners, I want it to tell me I’m not going to reach my saving goals for the year if I keep going out.
Alex
I really like how Upli sends me alerts when I’m deviating from the game plan. Like if I’m spending too much on dinners, I want it to tell me I’m not going to reach my saving goals for the year if I keep going out.
David
I really like how Upli sends me alerts when I’m deviating from the game plan. Like if I’m spending too much on dinners, I want it to tell me I’m not going to reach my saving goals for the year if I keep going out.
Mike
THE ONE-STOP SHOP FOR FINANCIAL WELLNESS.
Take Control of Your Financial Fitness with Upli
Upli helps you build your credit, maintain a budget, optimize your debt, and manage your accounts. It’s time to lace up your shoes and become financially fit. It’s time for Upli.
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