Wealthrise is a registered investment advisor founded in 2026, operating primarily as an online, software-based investment management platform. Wealthrise specializes in quantitative, rule-based investment strategies that utilize exchange-traded funds, including leveraged, inverse, and leveraged-inverse exchange-traded funds. The firm offers two main strategies: the Alpha Strategy Normal Tier, which employs two-times leveraged exchange-traded funds, and the Alpha Strategy Advanced Tier, which employs three-times leveraged exchange-traded funds for clients seeking higher potential returns alongside greater volatility and risk. Prior to managing an account, Wealthrise collects financial information through its website to assess risk tolerance and goals, and clients may request reasonable investment restrictions. Wealthrise exercises discretionary trading authority over connected brokerage accounts held at supported firms like Alpaca Securities or Public Investing. The firm does not provide comprehensive financial planning services, focusing exclusively on automated portfolio management. Wealthrise serves individual and high-net-worth investors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Rates depend on the selected strategy tier: Alpha Strategy Normal Tier is 2.50% annually, and Alpha Strategy Advanced Tier is 3.00% annually. Fees apply to the specific strategy allocation rather than total account assets.