Uprise
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About
Uprise provides embedded tax filing and financial advisory services designed for SMB platforms to offer to their business owner customers. It aims to drive revenue and engagement for platforms by providing professional guidance. The service helps business owners with critical decisions from legally registering their business to saving on taxes, setting up payroll, evaluating funding, expanding teams, distributing profits, and even personal financial planning for long-term goals. Uprise utilizes AI to generate first drafts of financial advice, which are then refined with a human touch by Certified Financial Planners™ and tax professionals specializing in diverse industries. The platform offers flexible integration options, including white-labeled solutions or APIs, and covers security and regulatory overhead.
Platform
Features
• api integration
• white-labeled solution
• revenue generation for smb platforms
• regulatory & security compliance
• certified financial planners™ and tax professionals
• ai-generated first drafts (human-enhanced)
• holistic business & personal financial advice
• embedded tax & advisory services
Job Opportunities
There are currently no job postings for this AI tool.
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