Uprise

Uprise provides embedded tax filing and financial advisory services tailored for small business (SMB) platforms. It enables platforms to launch premium tax and advisory offerings within weeks, helping them increase customer retention, unlock new revenue streams (e.g., 66%+ revenue per user increase), and cross-sell financial products more effectively. Uprise covers the full financial journey of business owners—from business registration (Start) to growth (Grow), prosperity (Prosper), and long-term family security (Live). The service combines AI-generated drafts with human expertise from Certified Financial Planners™ and tax professionals. Integration options include a white-labeled solution or customizable APIs, with Uprise managing security and regulatory compliance.

Key Benefits

• Increases customer retention and product value
• Unlocks premium revenue stream (66%+ increase per user)
• Enables cross-selling of financial products at the right moment
• Provides full financial picture of customers across platforms