Premium, AI-powered financial advisory for your platform.
We built the first truly personalized financial optimization engine, backed by our team of certified financial advisors, so you don't have to.
Trusted by world-class financial institutions
Cross-sell more successfully.
We surface your products to your users at the right moment and enable them to convert with one click.
Unlock a premium revenue stream.
Our partners have been able to increase their revenue per user by 66%+.
See your customer's full financial picture.
Get the full picture of your customer's finances (including assets held off your platform) to serve them better.
Skip months of regulatory overhead.
It used to take months of regulator reviews and manpower to manage the ongoing compliance burden.
The concierge for your customers’ financial lives.
Comprehensive financial planning and anytime messaging with a financial advisor.
Flexible, seamless integration.
Launch a white-labeled solution in days.
Or use our APIs to customize.
We cover the security and regulatory overhead, always.
Backed by world-class fintech execs and founders from
Combining the magic of humans and AI.
Automated to keep costs down. Human to be authentic and personalized.
“Uprise’s AI technology is game-changing in enabling new communities to build wealth. And they’ve been able to match how fast we move, allowing us to get a product out to customers in only a few weeks!”
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.
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.