Uprise

Uprise: Embedded Tax & Financial Planning for SMBs

What is Uprise?

Uprise is an AI-powered financial advisory platform specifically designed for small and medium-sized businesses (SMBs). It delivers tax and financial planning directly to business owners or can be embedded into existing financial platforms. By integrating with Uprise, SMB platforms can offer premium advisory services in weeks, boosting customer engagement and generating new revenue streams.

How does Uprise work?

Uprise leverages AI to generate initial financial plans, which are then refined by Certified Financial Planners (CFP®). This hybrid approach ensures personalized advice tailored to the unique challenges faced by small business owners, covering aspects like:

• Registering the business
• Tax savings strategies
• Payroll setup
• Funding option evaluations
• Profit distribution
• Securing family's future
• Investing for long-term goals

Why is Uprise important for SMBs?

Uprise helps SMB owners navigate critical financial decisions and optimize their business and personal finances in an integrated way. Financial advisory services are tailored to freelancers, agency owners, creators, private practices, real estate agents, and restaurant owners.

Where can I use Uprise?

Uprise is available as:

• Direct service for business owners.
• Embedded solution within existing SMB platforms.
• API for custom integrations.

Uprise helps SMB platform partners to increase their revenue per user by 66%+. It also improves cross-selling by highlighting financial products at the right time and enabling conversions with one click. Integration is flexible and seamless, with options for white-labeled solutions and API customization.

Best way to learn more about Uprise?

• See a demo of the platform.
• Schedule a call to discuss your specific needs.

Uprise is backed by world-class fintech executives and founders, ensuring a reliable and innovative financial solution for SMBs.