Company Facts
Industries Served
Core Services
- AI-powered financial planning for small business owners
- Personalized advisory and tax guidance
- Business + personal financial decision support
At Hey CMO, we believe in working smarter, not harder, and that means partnering with tools, platforms, and services that empower Fractionals, solopreneurs, and small business owners to do their best work with greater efficiency.
Our Partner Spotlight Series highlights trusted affiliates that we recommend, because we know firsthand how valuable the right tools can be.
Today, we’re featuring Uprise, a solution built to help you grow your business with confidence and clarity through expert financial guidance tailored for entrepreneurs and small business owners. Uprise is an AI-enabled financial planning platform designed to simplify both business and personal finances in one integrated system. Built specifically for solopreneurs, contractors, and small business operators, makes decisions around taxes, saving, and investing feel straightforward and actionable.
What They Do
Uprise delivers expert financial and tax planning tailored for small business owners and freelancers. Their process starts with a quick, 15-minute onboarding where you share your business goals, income, and entity structure. From there, Certified Financial Planner™ professionals create a custom plan that includes tax-efficient retirement strategies, entity optimization, cash flow forecasting, and more. You can message your advisor anytime, and your plan is updated as your goals evolve, all powered by intuitive AI tools.
Quick Overview
- Type: Financial Planning & Advisory Platform for Small Business Owners
- Best For: Freelancers, agency owners, creators, private practices, and other SMB entrepreneurs
- Core Value: Delivers personalized financial and tax guidance (including business and personal planning), helping operators build confidence, optimize finances, and scale sustainably
Why We Recommend Uprise
Many independent operators share a familiar struggle: juggling client work while making sense of their personal and business finances, tax rules, and growth planning.
Uprise solves that. It brings expert-level financial clarity to business owners by merging planning, tax strategy, and retirement advice into one simple experience. Whether you’re a solo marketer or growing a consultancy, Uprise removes the guesswork so you can operate with confidence.
What Makes Uprise Stand Out
Uprise is built for small business owners, especially independent professionals, and powered by certified advisors while supported by AI. Here’s what makes it unique:
- Embedded advisory model: Partners with platforms serving SMBs like Heard, Carry, and NerdWallet to integrate financial planning where business owners already spend time.
- AI-powered recommendations: The system analyzes your whole financial picture to deliver tax, investment, and cash flow guidance with expert-level accuracy.
- Certified planners available: Premium and Complete plans include direct access to CFP® professionals for real-time advice and support.
How It Helps the Hey CMO Community
At Hey CMO, our community is made up of marketers building flexible, client-focused businesses, and Uprise is built to support that exact journey.
Uprise is a powerful choice for fractional professionals, solo consultants, and small business owners looking to get their financial house in order.
- Provides a clear tax and retirement plan tailored to 1099 or LLC business income
- Delivers expert recommendations without the complexity of large advisory firms
- Ensures your finances reflect the business you’re building, not just day-to-day income
- Supports confidence in scaling decisions, pricing models, and money habits. Whether you’re juggling client work or scaling your consultancy, Uprise gives you a financial roadmap you can trust.
What Customers Are Saying
“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
“Uprise truly lives to its mission and truly helps people – especially those who’ve never had any experience planning for the future. No one talks about Finance! It’s an uncomfortable situation. My friends and even my family don’t talk about it either. I’ve never made a budget before Uprise! With each change in my life from starting my new career to even investing/health care, Uprise has been there for it all. Truly worth anyone giving it a shot!”
— Joseph Ko
Watch the Uprise x Hey CMO Webinar Replay
, from Uprise, we’ve got you covered. The replay is now available, and it’s packed with practical, real-world strategies that could help you legally save thousands as a Fractional or solo business owner.- How to take advantage of bonus depreciation and R&D deductions
- What qualifies (and what doesn’t) under the new tax rules
- Whether S Corp status is the right move for your business
- What to start tracking now to maximize your 2025 tax savings
Download the Webinar Slide Deck
- A breakdown of Uprise’s financial planning approach
- Real-world examples tailored to Fractionals and solopreneurs
- Actionable steps to start optimizing your financial structure
Try Uprise for Yourself
Book Your Free 1:1 Consultation Today: See firsthand how Uprise empowers Fractionals, solopreneurs and small business owners, to simplify financial management, lower taxes, and scale sustainably. As a Hey CMO insider, you’ll receive special access to a discounted membership designed to sharpen your strategy and boost your confidence.
Use code HEYCMO20 for 20% off
When you sign up using our affiliate link and discount code, you’re not only leveling up your business, you’re also supporting the Hey CMO community. Every partnership like this helps us continue sharing vetted tools, resources, and insights tailored for Fractionals like you.
Final Thoughts
At Hey CMO, our mission is to help Fractionals, solopreneurs, and small business owners build businesses with intention, grounded in strategy, clarity, and sustainable growth. That’s why we’ve partnered with Uprise, a platform that’s far more than just a financial tool. It’s a strategic operating system built specifically for modern independent professionals.
Uprise helps you take control of the business side of your business, delivering personalized financial planning, tax strategy, entity structure guidance, and cash flow forecasting tailored to your goals. The best part? You get real insights, real advisors, and real systems that evolve as your business grows.
We didn’t just choose Uprise as a partner, we use and trust them. If you’re feeling scattered in your backend operations, overwhelmed by taxes, or unsure about how to build financial resilience, Uprise is the clarity you’ve been waiting for.
As a Hey CMO community member, you get exclusive access to Uprise with a special rate, because we believe in investing in tools that truly move the needle.
More trusted partner tools coming soon. Until then, keep building boldly and with intention.
