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Uprise
Finance

Uprise

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Uprise provides embedded financial advisory solutions tailored for small and medium business (SMB) platforms, helping companies deliver premium financial guidance with ease and efficiency. Designed to address the specific needs of small business owners, Uprise enhances user engagement, increases revenue, and builds stronger relationships through expert financial planning.

Key Features:

  • White-label and API integration for seamless platform customization.
  • AI-generated first drafts enhanced by human CFP® advisors.
  • Holistic financial advice combining business and personal finance.
  • Insights into customers’ financial goals and assets, including off-platform holdings.
  • Revenue-boosting solutions with partners reporting a 66%+ increase in revenue per user.
  • Cross-selling opportunities by surfacing relevant financial products to users at optimal moments.
  • Services tailored for freelancers, real estate agents, healthcare providers, restaurant owners, and more.

Disclaimer: Please refer to the website for the most accurate and current pricing details and service offerings.

Best for:

  • SMB platforms aiming to offer embedded financial advisory services.
  • Businesses seeking seamless integration with APIs or white-labeled solutions.
  • Platforms targeting freelancers, agency owners, and independent professionals.
  • Financial service providers looking to strengthen customer relationships.
  • Companies interested in unlocking new premium revenue streams.
  • Platforms prioritizing holistic financial planning for small business owners.
  • Teams needing an AI-powered solution with personalized human advisory.

Uprise transforms how SMB platforms deliver financial services, combining innovative AI technology with expert guidance to empower business owners.

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  • $49.00

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