Uprise

Uprise is a comprehensive financial and tax advisory platform specifically designed for the unique needs of small business owners, freelancers, and creators. Recognizing that for entrepreneurs, business and personal finances are deeply intertwined, Uprise offers a holistic solution that addresses both. The platform's innovative approach leverages Artificial Intelligence to generate the initial financial analysis and recommendations, which are then reviewed, personalized, and delivered by a team of human experts, including Certified Financial Planners™ (CFP®) and tax professionals. This hybrid model ensures both efficiency and a high-touch, personalized service.

The core mission of Uprise is to make world-class financial guidance accessible and affordable for the underserved SMB market. It provides services that guide business owners through every stage of their journey—from legally registering their business and setting up payroll to optimizing tax strategies, evaluating funding options, and planning for long-term goals like retirement and family security. Uprise can be used directly by business owners or integrated as a white-labeled, embedded service within other SMB platforms, helping those platforms increase user retention, open new revenue streams, and offer more value to their customers.

How to use Uprise

Getting started with Uprise is a straightforward process designed to build a comprehensive financial picture and deliver actionable advice:

1. Initial Consultation & Data Gathering: You begin by booking an introductory call. During this phase, Uprise gets to know you and your business. You'll provide details about your business operations, revenue, expenses, as well as your personal financial situation, goals, and challenges.
2. Receive Your Comprehensive Plan: Uprise's AI processes your information to create a foundational financial plan. A dedicated CFP® then refines this plan, spotting optimization opportunities and adding personalized recommendations. The final plan is a detailed roadmap covering tax savings, investment strategies, business structure, and more.
3. Ongoing Support & Implementation: Your plan is not a one-time document. You get continuous support through unlimited messaging and, depending on your plan, regular video calls with your advisor. Uprise continuously monitors your finances for new opportunities and helps you stay on track to meet your goals.

Core Features of Uprise

• Holistic Financial Planning: Combines business and personal financial advice, covering everything from cash flow management to retirement savings.
• AI-Powered Analysis: Utilizes AI to generate efficient and data-driven initial financial plans and identify optimization opportunities.
• Expert Human Advisory: Access to a dedicated team of Certified Financial Planners™ (CFP®) and tax professionals for personalized guidance and support.
• Comprehensive Tax Services: Offers services including tax optimization, quarterly tax estimates, S Corp election advice, and complete federal/state tax filing for both business and personal returns.
• Business Lifecycle Guidance: Provides expert advice for every stage of business growth, including entity formation, payroll setup, funding evaluation, and profit distribution.
• Unlimited Advisor Access: Plans include unlimited messaging with your advisor, with options for video calls to review plans and discuss strategies.
• Embedded Finance Solution for Platforms: Offers a white-label solution and APIs for other SMB platforms to seamlessly integrate Uprise's tax and advisory services.

Use Cases for Uprise

Uprise is tailored for a diverse range of small business owners:

• Freelancers and Agency Owners: Helps with structuring their business (e.g., S Corp election) to save thousands on taxes, setting up retirement plans like a Solo 401(k), and managing fluctuating income.
• Creators and Influencers: Provides guidance on managing multiple income streams, handling business expenses, and planning for long-term financial independence.
• Private Practices & Healthcare Providers: Assists with complex financial needs, including business investments, profit distribution, and personal wealth management.
• Real Estate Agents & Property Managers: Offers specialized advice on tax deductions, entity structuring for properties, and managing commission-based income.
• SMB Platforms: Any platform serving small businesses (e.g., neobanks, vertical SaaS, freelance marketplaces) can embed Uprise to offer premium financial services, increasing revenue per user and customer loyalty.

Advantages of Uprise

Uprise stands out from traditional financial advisors by offering:

• Specialized SMB Expertise: Unlike generalist advisors, Uprise focuses exclusively on the intertwined financial challenges of business owners.
• Affordability and Accessibility: Provides access to CFP® professionals at a fraction of the cost of traditional advisors, without high net worth minimums.
• Tech-Enabled Efficiency: The AI-first approach streamlines the planning process, making it faster and more data-driven.
• The Human Touch: Combines AI efficiency with the empathy, nuance, and accountability of a real human advisor.
• Unbiased Advice: The subscription-based model ensures advice is focused on the client's best interests, not on selling financial products or earning assets under management (AUM) fees.

Pricing and Plans

Uprise offers three transparent subscription tiers, billed quarterly:

• Essential Plan ($150/month): Includes a comprehensive, personalized financial plan for you and your business, unlimited messaging with your advisor, and continuous financial monitoring.
• Premium Plan ($267/month): Includes all features of the Essential plan, plus introductory and plan review video calls with your Uprise CFP®, and additional calls as needed.
• Complete Plan ($417/month): Includes all features of the Premium plan, plus comprehensive tax filing services for both personal (federal & state) and business (federal & state) returns, quarterly tax estimates, and S Corp tax election support.