Uprise looks at your *whole* financial picture and tells you exactly what to do with your money, for free: tax strategies, the best accounts, investment best practices, which benefits to use, etc. We've unlocked an average $1.5M (!) in net worth per user 🎉
Ask us *anything* about your money (feel free to be super specific!) and you'll get a hyper-personalized, spot-on answer for free. A Certified Financial Planner works on every answer, backed by our in-house financial optimization engine. Try to stump us :)
We empower financial companies to embed high quality human+AI-powered financial advisory into their offerings - unlocking new revenue, building stronger relationships with their users, and offering a higher level of service with holistic financial planning.
The tax bill for your startup stock options can be shocking. ISOs in particular can trigger AMT (Alternative Minimum Tax). There's calculators out there, but all the ones we saw were out of date and/or didn't cover state taxes, so we built the one we wanted :)
