Uprise

The platform initially launched as a direct-to-consumer application, which was named the #1 personal finance app of the year on Product Hunt. The founders observed that small business owners were their core users and pivoted the company to address the underserved market of SMBs, whose personal and business finances are often intertwined. The service combines AI-driven analytics with guidance from human Certified Financial Planners (CFP®) to deliver holistic advice. Uprise integrates with existing financial products that small businesses already use, such as HR and payroll platforms, allowing owners to access tailored recommendations without switching applications. The platform assists with key business decisions like legal registration, tax savings, payroll setup, and evaluating funding options, while also helping owners with personal wealth management and long-term goals.

Uprise operates on a revenue-share model with financial institutions it partners with, offering a white-labeled solution or API-based customization. This business model aims to increase customer retention and revenue for its platform partners by embedding personalized advisory services directly into their offerings. In 2024, the company secured $3.3 million in a seed funding round led by Blank Ventures, with participation from other firms and angel investors.