Uprise
Overview of 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.
Best Alternative Tools to "Uprise"
Slidebean's AI pitch deck creator helps startups craft professional pitches to raise over $500M in funding. Access free software for AI-driven slides, collaboration, and analytics, or hire their expert agency for custom designs and financial modeling.
Arta is an AI-powered digital wealth platform offering access to private & public markets, financial planning, tax, and estate planning. Invest in elite private investment funds with intelligent tools.
WiseBot.App is an AI-powered personal finance assistant in Telegram. Track expenses, manage wallets, share budgets collaboratively, and get smart AI insights—all securely without extra apps.
Principal: AI wealth platform. Track investments, see all accounts, get personalized insights to grow your wealth and make informed decisions.
Discover AI-driven wealth management. Connect investment assets from banks, brokerage, property, cars, collectables & more. Ask Figg for instant answers.
InsightAI: AI-powered fraud detection and risk management for financial institutions. Reduce loss, improve compliance. Best AI tool for Finance professionals.
Coworker is an AI agent designed for financial services, automating back-office tasks like QA, disputes, and compliance. It ensures SLAs are met, reduces escalations, and enhances customer experience.
Track finances & expenses in 10 minutes/month with finance_stuff. AI insights, statistics & visualizations for smarter financial management.
StartupIdea.AI delivers fresh AI-powered startup ideas daily with market insights and execution roadmaps for entrepreneurs and innovators.
Enhance your application with Form2Agent AI, a voice-assisted AI solution that improves user experience and guarantees precise data entry.
Diligent AI offers AI agents that automate KYC/AML operations for fintechs and banks, streamlining risk and compliance workflows through automated risk reviews, alert remediation, and document processing.
KYC Hub is an AI-powered compliance automation platform designed for AML and fraud prevention. Streamline KYC processes with risk detection, real-time monitoring, and global AML screening.
AIStocks.io is an AI-powered stock research platform providing real-time forecasts, automated trading signals, and comprehensive risk management tools for confident investment decisions.
Swiftgum uses AI agents to automate KYC/KYB document analysis, integrating with existing IDV solutions. It enhances operational reliability, ensures compliance, and offers seamless integration, speeding up client verification.