Opportunity
What if any company could offer world-class financial guidance?
Financial planning fuels business success and builds wealth. We envision a future where personalized advisory is accessible to all and is seamlessly woven into every product, empowering everyone to thrive with the guidance they need, right when they need it.
Small business owners are overlooked by the financial system.
We start with small business owners. Despite creating two out of every three jobs in the US, small businesses are underserved by traditional financial institutions that struggle to address their unique blend of business and personal financial needs. We embrace the complexity and build from the ground up with AI.
Our amazing team of do-ers
How it all began
Jess, Chris and Nantha founded Uprise together in 2021, with a shared vision of solving financial decision making. Jess was inspired by her mom, who built her career safeguarding Americans’ money at the FDIC. Chris was raised by a single mother and worked hard to make sure the family could “make it.” Nantha immigrated from rural India where financial struggles were common.
Uprise initially started as a consumer platform, rated the #1 personal finance app of the year on Product Hunt. And as the team built, they realized two things:
- Partnerships are game-changing. They enable customers to make financial moves with one-click.
- SMB owners are dealing with a financial and tax nightmare, juggling business and personal.
The product has evolved and the team has grown, but the vision remains and we’re only getting started!
