Company Facts
Industries Served
Core Services
- AI-powered financial planning for small business owners
- Personalized advisory and tax guidance
- Business + personal financial decision support
What They Do
Uprise delivers AI-enabled financial and tax planning tailored to solopreneurs and small business owners, combining expert CFP® advisors with intuitive AI recommendations.
About the Company
Upriseis an AI-enabled financial planning platform designed specifically for solopreneurs, freelancers, and small business owners. Their mission is to simplify the financial side of running a business by delivering expert guidance around taxes, savings, retirement, and cash flow in one integrated system. With quick onboarding and direct access to Certified Financial Planners™, Uprise ensures entrepreneurs get clarity, confidence, and control over both their personal and business finances.
Why We Recommend Uprise
Many Fractionals and solopreneurs share a familiar struggle: juggling client work while trying to make sense of taxes, retirement, and long-term financial planning. Uprise solves that challenge by merging expert human guidance with AI-powered recommendations. It gives entrepreneurs actionable, personalized strategies without the complexity or cost of traditional advisory firms making it a perfect fit for the Hey CMO community.
What They Offer
- Financial & Tax Planning – Tailored plans from CFP® professionals that cover taxes, retirement strategies, and entity optimization.
- AI-Powered Insights – Technology that analyzes your entire financial picture to deliver expert-level recommendations on cash flow, investments, and tax savings.
- On-Demand Advisor Support – Access to financial planners for ongoing guidance as your business and goals evolve.
What Makes Them Different
- Embedded Advisory Model: Partners with SMB platforms like Heard, Carry, and NerdWallet to bring financial planning where business owners already work.
- AI-Driven Recommendations: Smart tools simplify tax, retirement, and investment planning.
- Certified Financial Planners: Direct access to real experts ensures advice is personalized, trustworthy, and actionable.
How It Helps the Hey CMO Community
Uprise helps Fractionals, consultants, and solopreneurs by creating clear, tax-efficient plans tailored to 1099 or LLC income while delivering expert guidance without the complexity of big advisory firms. It ensures your finances align with long-term business goals rather than just day-to-day operations, and it gives you the confidence to make smarter decisions around scaling, pricing, and investments.
Hey CMO Customer Feedback
“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.” – Daniel Rust
Exclusive Hey CMO Partner Offer
Try Uprise for yourself and see how it can simplify your business and personal finances.
- Free 1:1 Consultation for Fractionals and solopreneurs.
- 20% off membership with code HEYCMO20 when sign up.
- Access to Uprise x Hey CMO webinar replay + downloadable slide deck with actionable strategies to save on taxes and optimize your financial setup
