Premium, AI-powered wealth management & financial advice for your platform.
Unlock a new revenue stream
Engage and retain customers
Skip the regulatory overhead
Launch in less than a week
“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 get a product out to customers in only a few weeks!”
- Mary Hernandez, COO & Co-Founder, Suma Wealth
The secret? Combining the magic of humans and AI
Automated to keep costs down. Human to be authentic and personalized.
For consumer and SMB fintechs
For banks + credit unions
For payroll + 401k providers
We’re the concierge for your customers’ financial life.
Personalized financial advice is a critical prong in the vision of a fully built out financial platform for your customers.
And we'll handle everything for you end to end in less than a week
We co-create the best possible experience for your customers
Whether that’s:
1. Our premium All-Access experience
2. A custom mix of topics
3. Answering customers’ ad-hoc questions
And get you live with near-zero effort on your end
1. SSO
2. Embedded onboarding and dashboard
3. Rebranded
4. All powered by Uprise
Powered by our expertise on a wide range of topics & life stages.
Goals and budgeting
Money allocation
Renting vs buying
Buying / owning a home
Kids' college
Tax-advantaged retirement accounts
Employer sponsored accounts (401k, HSA)
Non-employer retirement accounts (IRA, Solo 401k, HSA)
Investments
Investment portfolio allocation
Stock options
RSUs
ESPP
The foundations
Building credit
Paying down debt
Emergency savings
Managing money at every stage
Side income / self-employment
Salary benchmarking
Estate planning
Getting ready for retirement
Optimizing accounts
Bank accounts with the best interest rates
Credit cards with the best rewards
Backed by world-class fintech execs and founders from