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Uprise

Read 3 Uprise reviews and testimonials from customers, explore 2 case studies and customer success stories, and watch customer videos to see why companies chose Uprise as their Financial Planning Software

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 build deeper relationships with small business owner customers, as well as drive immediate revenue and increased product utilization.

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Customer Rating Review Score based on 457 reference ratings
4.8/5.0 (457)

3Testimonials

  • “Our partnership with Uprise has been critical in enhancing and conveying the value of our product to our customers. We’re excited for the growth and partnership to come.”

    Ankur Nagpal Chief Executive Officer

  • "I couldn’t be more excited to offer financial planning and advising for our therapists, in partnership with Uprise. This marks a huge leap forward in expanding the financial services we …

    Andrew Riesen Chief Executive Officer
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2 Case Studies

  • How Uprise helped Heard build an all-in-one platform to help therapists optimize …

    Victoria Li Co-Founder

  • How Uprise helped Carry add a premium financial planning tier to drive …

    Ankur Nagpal Chief Executive Officer
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Additional Uprise Information & Resources

Read Uprise Reviews, Testimonials & Customer References from 3 real Uprise customers.

Browse Uprise Case Studies, Customer Success Stories, & Customer References from 2 businesses that use Uprise.

FeaturedCustomers has 2,122,227+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.