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Uprise

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About

Uprise is an AI-powered financial advisory tool embedded in SMB platforms. It offers financial guidance tailored for business owners, helping them navigate critical decisions, save on taxes, set up payroll, evaluate funding options, and secure their family's future. Uprise helps increase retention and product value for SMB platforms by solving customers’ burning finance questions with a personal touch from a real CFP® advisor. Partners can unlock a premium revenue stream and cross-sell more successfully. Uprise provides insights about customers’ goals and finances, enabling better service. The tool offers flexible, seamless integration, launching a white-labeled solution or using APIs to customize.

Platform
Web
Keywords
tax preparationfinancial planningfinancial advisorybusiness ownerssmb platforms
Task
financial advising

Features

cross-sell more successfully

unlock a premium revenue stream

increase retention and product value

embedded financial advisory for smb platforms

financial guidance tailored for business owners

apis for customization

white-labeled solution

see customer's full financial picture

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