Uprise
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About
Uprise is an embedded financial advisory service for SMB platforms. It helps small business owners navigate critical decisions, save on taxes, set up payroll, and evaluate funding options. Uprise delivers holistic advice for their financial reality. It helps business owners navigate critical early decisions, like legally registering their business, with confidence. As businesses grow, Uprise helps business owners save on taxes, set up payroll, and evaluate funding options. Uprise helps thriving businesses expand their teams and distribute profits, all while maximizing tax efficiency. Beyond the business, Uprise ensures owners are securing their family’s future and investing for long-term goals.
Platform
Features
• cross-sell more successfully
• unlock a premium revenue stream
• increase retention and product value
• embedded financial advisory for smb platforms
• enable conversion with one click,see your customer's full financial picture
• surface financial products at the right moment
• solve your customers’ burning finance questions with a cfp® advisor
• financial guidance tailored for business owners
Job Opportunities
There are currently no job postings for this AI tool.
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