About Uprise
Embedded tax filing and financial advisory for SMB platforms. Uprise lets fintechs and vertical SaaS apps offer white-labeled premium tax preparation and CFP-led financial planning to small business owners, freelancers, creators, and other self-employed customers, with the goal of increasing platform retention and revenue per user. Operated by Ontrail, Inc. (advisory delivered via Uprise Advisers LLC, a registered investment adviser).
Products & Solutions
Uprise Advisory
Embedded financial planning with CFP® advisors
Uprise Tax
White-labeled premium tax filing for SMBs and self-employed customers
Uprise APIs
APIs for custom integration into partner SMB and fintech platforms
Solution Categories
Tax ComplianceCompliance
Target Markets
Small & Medium BusinessesFintechsVertical SaaSNeobanks
Deployment Options
CloudSaaS
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