Uprise announces its Seed fundraise of $3.3M led by Blank Ventures. Read more
All-in-one financial and tax expertise for SMB owners
Get personalized financial guidance from a Certified Financial Planner™ small business expert. For your business and for you.
Starting at $1,800/year, billed quarterly. 30-day 100% money back guarantee.

Backed by world-class fintech execs and founders from

Feel the confidence of having an expert in your back pocket
    How it works
    1
    We get to know you
    We cover everything about your business and also about your personal finances. Because both matter.
    2
    Get a comprehensive plan
    We’ll dive deeper on your finances to spot optimizations and surface additional recommendations. And we’ll check in with you regularly to make sure your plan stays relevant.
    3
    We're here for you
    Message your advisor any time, as much as you want. Premium and Complete plans include video calls.
    Traditional financial advisors
    Don’t have small business expertise
    Can cost tens of thousands of dollars per year
    Only available to high net worth individuals
    Are low-tech
    Are focused on AUM
    Are limited to their own products
    Financial advisory, as unique as your business.
    Our Certified Financial Planners™ specialize in the unique challenges small 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
    You don't need to pay more for the best financial advice
    Essential
    billed quarterly
    $1,800
    per year
    Comprehensive, personalized financial planning for your business and for you
    Unlimited messaging with your advisor
    Continuous monitoring of your finances for new opportunities
    Premium
    billed quarterly
    $3,200
    per year
    Everything included in Essential, plus:
    45-minute introductory video call with your Uprise Certified Financial Planner (CFP®) before drafting of the financial plan
    45-minute video call to review your personalized financial plan
    Unlimited additional calls as needed
    Complete
    billed quarterly
    $5,000
    per year
    Everything included in Premium, plus tax filing:
    Personal federal and state (including Schedule C for sole proprietors)
    Business federal and state for LLCs and S Corps
    Integrated tax filing provided by a licensed tax partner
    Frequently asked questions
    What can I expect from you?
    Do you serve people outside the US?
    How are you able to make this so affordable?
    Who is this for?
    Is there anything you can't advise on?
    How does the money-back guarantee work?
    Have any questions?
    Book your 20-minute video call with your advisor to get them answered.