Uprise provides embedded tax and financial planning infrastructure that financial platforms integrate to power personalized advice, increase user engagement, and support long-term customer relationships.
Uprise is an embedded tax and financial planning infrastructure designed for banks, brokerages, neobanks, and other financial platforms that want to deliver personalized advice at scale. It centralizes complex tax rules, financial planning logic, and data integrations into a single API-driven layer, enabling partners to offer high-quality guidance without building in-house expertise. The primary purpose of Uprise is to increase user engagement, retention, and lifetime value by transforming static financial products into proactive, advice-led experiences.
Uprise ingests user financial data—such as income, accounts, transactions, investments, and equity compensation—and applies tax-aware planning models to surface specific, actionable recommendations. These can include optimizing tax withholding, identifying deductible expenses, planning for equity events, retirement contributions, or tax-loss harvesting opportunities, all tailored to each user’s situation. The platform provides embeddable components and APIs that partners can integrate directly into their existing interfaces, enabling real-time advice within account dashboards, onboarding flows, and product recommendations. Uprise also supports compliance-friendly reporting and auditability, making it easier for regulated institutions to deliver advice in a controlled, trackable way.
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