Uprise — Embedded Financial Advisory for SMBs

Uprise is an embedded financial advisory platform for SMB software providers and fintech companies

Uprise provides embedded financial advisory tools designed specifically for small and medium business platforms to deliver expert financial guidance. Software companies and fintech platforms use Uprise to integrate white-labeled financial planning features that bridge the gap between business and personal finance. The platform leverages AI to generate initial financial plan drafts which are then refined by certified human advisors to ensure accuracy and compliance. By integrating Uprise, business owners can offer their users a holistic view of their financial health, including assets held off-platform. This visibility allows platforms to surface relevant financial products and cross-selling opportunities at the most effective moments. Information found on surfai.app shows that partners using these tools have reported significant increases in revenue per user by driving higher engagement with premium services. Uprise supports a wide range of industries including real estate, healthcare, and independent freelancing. The system provides deep insights into customer goals, allowing platforms to build stronger, long-term relationships through value-added advisory services rather than just transactional tools. Access to these financial advisory features is typically provided through API or white-label integrations. Pricing is structured for enterprise partners and varies based on the scale of the implementation and specific business requirements.

• Pricing: enterprise

Specifications

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