Embedded financial advisory for SMB platforms

Uprise announces its Seed fundraise of $3.3M led by Blank Ventures. Read more

Embedded
financial advisory for SMB platforms

Launch a premium advisory service in weeks. Increase engagement and generate revenue with financial 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 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.

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.

Financial advisory, as unique as the small business owners you serve.

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

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.

We cover the security and regulatory overhead, always.

THE SECRET?

AI generates the first draft.

We add a human touch.

Let’s work together 🤍

Careers

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Financial planning, other than advice regarding investing in securities, and financial planning tools are offered by Ontrail, Inc., doing business as “Uprise”, a corporation registered in Delaware, United States. Investment advisory and financial planning including advice regarding securities are provided by Uprise Advisers LLC (“Uprise Advisers”), a registered investment adviser and wholly owned subsidiary of Ontrail, Inc. Uprise Advisers may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Tax preparation services offered as part of Uprise’s Complete package are facilitated through third-party accountants. Uprise and its affiliate, Uprise Advisers, do not provide tax preparation services directly.

Uprise’s website is limited to the dissemination of general information pertaining to its financial planning and advisory services (which expressly excludes advice regarding securities). This website and information provided herein are not intended to provide investment, tax, or legal advice. All testimonials on this website relate to Uprise, not Uprise Advisers or its services.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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