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Launched on January 26th, 2023
Launched on October 23rd, 2022
We empower financial companies to embed high quality human+AI-powered financial advisory into their offerings - unlocking new revenue, building stronger relationships with their users, and offering a higher level of service with holistic financial planning.
The tax bill for your startup stock options can be shocking. ISOs in particular can trigger AMT (Alternative Minimum Tax). There's calculators out there, but all the ones we saw were out of date and/or didn't cover state taxes, so we built the one we wanted :)
Uprise was extremely beneficial in helping me visualize my financial goals. As it continues to grow and features are added, I 100% expect it to be my main tool for personal finance, replacing a combo of various budgeting and net worth tracking apps. I feel heard and listened to as a user, and the customized plans are something I’d never expect to be given access to without the slog of meeting with several advisors who I feel are not acting in my best interest. With uprise, I’m able to get a plan and great advice with a service I trust with no hassle. And I can always check in and see how I’m doing without having to contact someone and set up an appointment!!
I love Uprise! I recommend the service to all my friends. Best tailored financial advice, and best long-term investment in yourself you can make!
