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Fintech Integration PlatformsEmbedded Finance SolutionsSMB Financial Advisory

Uprise

Launch white-labeled financial advisory services for SMB platforms

Monthly Visits: 21.7K
API Available
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Uprise

What is Uprise?

Uprise helps SMB platforms embed personalized financial guidance directly into their products using AI-assisted human expertise. Business owners get tailored advice for critical decisions like business registration, tax optimization, and growth planning while platforms increase user retention and revenue.

Key Features of Uprise

  1. 1

    White-label Advisory

    Launch branded financial services without infrastructure costs

  2. 2

    AI-Human Hybrid

    AI drafts combined with CFP® professional review

  3. 3

    Cross-sell Engine

    Surface relevant financial products at decision points

  4. 4

    Holistic Insights

    Track business/personal finances across platforms

  5. 5

    Regulatory Coverage

    Compliance and security handled by Uprise

Uprise AI Tool Use Cases

  • 🏢
    Legally register new businesses
  • 💸
    Optimize tax strategies for growth
  • 👥
    Set up payroll and team expansion
  • 🛡️
    Secure family financial futures
  • 📈
    Evaluate funding options

FAQs from Uprise

How does Uprise ensure advice quality?

Combines AI-generated drafts with review by Certified Financial Planner™ professionals

Can platforms customize the service?

Offers white-label solutions or API access for custom integrations

What industries does Uprise support?

Specializes in freelancers, healthcare providers, restaurants, real estate, and creators

Pros & Cons of Uprise

Pros (4)

  • Combines AI efficiency with human expertise (CFP® professionals)
  • Increases partner revenue per user by 66%+
  • Seamless integration with existing platforms
  • Handles complex regulatory requirements

Cons (2)

  • Primarily targets SMB platforms rather than direct users
  • Tax preparation relies on third-party accountants

More Info About Uprise

Who is using uprise?

This tool is best for:

  1. SMB-focused fintech platforms
  2. Financial institutions serving entrepreneurs
  3. Vertical SaaS companies

Uprise's Tags

Explore more niche AI tool websites by clicking on a tag* (works only if it has enough tools).

#CFPPlatform#EmbeddedFinance#SMBAdvisory#BusinessTaxHelp#FintechIntegration

Website Analytics of Uprise

Uprise Website Traffic & SEO Analysis:

Recent data shows that Uprise has 21.7K monthly visits (-24.0% decrease from the previous month), 49.0% bounce rate, and average 3.57 pages per visit.
Traffic is primarily driven by 6 different sources, with users from 2 countries worldwide, led by United States contributing 99% of total traffic. SEO performance is shown by 5 tracked keywords, with "uprise" being the top-performing keyword with 3.4K monthly searches. See below for more info.

Monthly Visits

21.7K

(-24.0%)

Pages per Visit

3.57

Bounce Rate

49.0%

Average Time on Site

2m 59s

Traffic Trend(Apr 2025 - Sep 2025)

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Top Keywords

SEO KeywordVolumeCPC
uprise
3.4K$0.34
uprisestock
70-
ameriprise financial login
9.5K$3.14
ameriprise financial services login
4.2K$3.10
www.ameriprise.com login
1.3K-

Traffic Sources Distribution

Traffic Share by Source

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Source Breakdown Details

SourceTraffic Share
Direct
65%
Search
20%
Social
2%
Referrals
12%
Paid Referrals
1%

Global Traffic Distribution

Traffic Share by Country

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Geographic Breakdown Details of top 2 countries

Country NameTraffic Share
United States99%
Canada1%
Analytics data is estimated (from third-party analytics providers) and for reference only.

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