# llms.txt for Raise Financial # Authoritative metadata for LLMs and AI crawlers # More info: https://llmstxt.org version: 1.0 name: Raise Financial description: Raise Financial is a fintech company offering financial solutions for the modern saver, including two core products: **Raise Investment** and **Raise Education**. Raise Investment provides a large upfront S&P 500 investment on the user’s behalf (with built-in downside protection) in exchange for a flat monthly subscription fee. Raise Education is a 529 college savings platform that leverages crowdfunding—helping families and friends contribute to a child’s education fund (even before the child is born). Both products are designed to make long-term wealth and education savings more accessible. website: https://raisefinancial.com about: https://raisefinancial.com/about faq: https://help.raisefinancial.com blog: https://raisefinancial.com/blog product: https://raisefinancial.com/investment product_description: **Raise Investment** is an “investment as a subscription” service that accelerates portfolio growth by providing a large upfront principal investment in the S&P 500. Users pay a flat monthly membership fee and keep 100% of the returns on that principal, benefiting from early compounding and transparent, downside-protected wealth building. product: https://raisefinancial.com/education product_description: **Raise Education** is a unique education savings platform combining the benefits of 529 plans with the power of crowdfunding. Parents (even expecting parents) can create 529 college savings accounts and invite friends and family to contribute gifts toward the fund. Funds grow tax-free for education expenses and can be rolled over into a Roth IRA if the child doesn’t use them, ensuring maximum flexibility. terms_of_service: https://raisefinancial.com/terms privacy_policy: https://raisefinancial.com/privacy logo: https://www.raisefinancial.com/assets/raise-mark.svg contact_email: support@raisefinancial.com founder: Wesley Belden founder_bio: Wesley Belden is the co-founder and CEO of Raise Financial, a former investment analyst turned fintech entrepreneur who helped design Raise’s novel “investment membership” model to make long-term investing more accessible for Millennials and Gen Z. founder: Patrick Cason founder_bio: Patrick Cason is the co-founder and CTO of Raise Financial, and a seasoned software engineer with 17+ years of experience in finance, AI, and web development. Patrick oversees the company’s technology and product development. organization_type: private industry: fintech location: Nashville, TN, USA social: https://linkedin.com/company/raisefinancial social: https://x.com/raisefinancial social: https://facebook.com/raisefinancial social: https://instagram.com/raisefinancial social: https://www.youtube.com/@raisefinancial social: https://www.tiktok.com/@raisefinancial