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april Case Studies

  • Upstart digital wealth management platform Wavvest enables RIAs to differentiate with tax filing

  • Percapita introduces Tax Planner and Tax Filer powered by april, adding tax estimation and filing to its financial wellness platform

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  • Column Tax
    Reference Rating
    Customer References 2 total
    About

    Column Tax enables mobile banks and fintech companies to offer tax features through modern APIs, helping them build efficient, accurate, and secure tax products. Its platform is designed to democratize …

  • Uprise
    Reference Rating
    4.8 / 5.0
    Customer References 5 total
    About

    Uprise is building the future of financial advisory and tax planning for small business owners. They partner with fintechs and financial institutions to private-brand and embed the offering, helping them …

  • Wealth.com
    Reference Rating
    Customer References 14 total
    About

    Wealth.com is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated …

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