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- Modern financial - Uprise
Unbiased advice from a professional You’ll be connected to a Certified Financial Planner™ from Uprise, the highest level of credential in personal financial advising
- Embedded financial advisory for SMB platforms - uprise. us
45-minute introductory video call with your Uprise Certified Financial Planner (CFP®) before drafting of the financial plan 45-minute video call to review your personalized financial plan Additional calls as needed $267 month
- Login - Uprise
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- Uprise
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- Uprise - Login
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- Case Study: Carry - Uprise
Leveraging Uprise’s embedded financial planning capabilities, Carry has now expanded to offering to two premium subscription offerings: Essential Planner at $29 month and Plus Planner at $99 month
- Embedded financial advisory for SMB platforms - Uprise
Uprise initially started as a consumer platform, rated the #1 personal finance app of the year on Product Hunt And as the team built, they realized two things: Partnerships are game-changing They enable customers to make financial moves with one-click SMB owners are dealing with a financial and tax nightmare, juggling business and personal
- Announcing our $3. 3M Seed - Uprise
We are thrilled to announce that Uprise has raised a $3 3 million Seed round led by Hannah Chelkowski and Abhi Tiwari at Blank Ventures! 🎉 Alongside Blank, we’re grateful for the support of Pathlight Ventures, TruStage Ventures, Dash Fund, Contrary Capital, Phenomenal Ventures, Hustle Fund, Graham Walker, and other incredible fintech
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