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"
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.
StartupIdea.AI delivers fresh AI-powered startup ideas daily with market insights and execution roadmaps for entrepreneurs and innovators.
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.
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.
RFxAI is your AI-powered brain for every RFP challenge trained on your industry, products, and language. Boost your win rate by 10x, cut response time by 80%, and own every proposal with precision-built answers.
PathPilot empowers fintechs, banks, and financial institutions to build secure AI agents in days—cutting costs, improving CX, and ensuring compliance. Launch AI agents 10x faster without compromising data security.
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.
Osfin is an AI-powered platform automating financial operations & reconciliation. Streamline processes from reconciliation to payouts, boosting accuracy & efficiency for banking, fintech, and more.
Jinnee is an AI-powered virtual assistant designed for fintech companies, providing 24/7 customer support, enhanced marketing strategies, and personalized banking services. Automate customer support and gain valuable insights.
InsightAI: AI-powered fraud detection and risk management for financial institutions. Reduce loss, improve compliance. Best AI tool for Finance professionals.
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.
Enhance your application with Form2Agent AI, a voice-assisted AI solution that improves user experience and guarantees precise data entry.
Track finances & expenses in 10 minutes/month with finance_stuff. AI insights, statistics & visualizations for smarter financial management.