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 undefined

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 Scorebased on 162 reference ratings
4.8/5.0 (162)

3Testimonials

  • "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 offer, empowering therapists to achieve true financial freedom—both in their businesses and personal lives.”

    Andrew RiesenChief Executive Officer
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2 Case Studies

  • How Uprise helped Carry add a premium financial planning tier to drive revenue and retention

    Ankur NagpalChief Executive Officer
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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.

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