Embedded tax and financial planning for financial platforms | Uprise

Embedded tax and advisory services for SMB platforms

Launch premium tax filing and financial advisory services in weeks. Drive revenue and engagement with professional guidance tailored for business owners.

TRUSTED BY WORLD-CLASS SMB PLATFORMS

Increase retention and product value.

Solve your customers’ burning finance questions and strengthen relationships with a personal touch from a real CFP® advisor.

Unlock a premium revenue stream.

Our SMB platform partners have been able to increase their revenue per user by 66%+.

Cross-sell more successfully.

We surface your financial products to your users at the right moment and enable them to convert with one click.

See your customer's full financial picture.

Unlock insights about your customers’ goals and finances (including assets held off your platform) to serve them better.

As seen in

Guiding your customers through their financial journeys as business owners.

For small business owners, business and personal finances are inseparable. They combine the two, and so do we — delivering the holistic advice for their financial reality.

Start

Uprise helps business owners navigate critical early decisions, like legally registering their business, with confidence.

Grow

As businesses grow, Uprise helps business owners save on taxes, set up payroll, and evaluate funding options.

Prosper

Uprise helps thriving businesses expand their teams and distribute profits, all while maximizing tax efficiency.

Live

Beyond the business, Uprise ensures owners are securing their family’s future and investing for long-term goals.

Tax and financial advisory, as unique as the business owners you serve.

Our Certified Financial Planners™ and tax professionals specialize in the unique challenges business owners face with expertise across diverse industries.

Freelancers and agency owners

Creators

Private practices and healthcare providers

Real estate agents and property managers

Restaurant owners

Uprise is backed by world-class fintech execs and founders from

Flexible, seamless integration.

Launch a white-labeled solution in days.

Or use our APIs to customize.

THE SECRET?

AI generates the first draft.

We add a human touch.