Uprise
Curated by SignalFinancial planning platform delivering personalized advice for individual users.
Overview
Uprise is a financial planning platform aimed at helping individuals manage their personal finances. It aggregates various financial data, including income, investments, debts, and expenses, to provide users with an overview of their financial health. The platform employs algorithms to develop customized financial plans based on individual goals, such as retirement and wealth accumulation. Uprise serves both individuals and financial institutions, offering personalized optimization, access to certified advisors, and tools for scenario analysis. This model is designed to assist users in making informed financial decisions and to enable institutions to enhance revenue through cross-selling opportunities.
Key facts
- Founded
- 2020
- Headquarters
- San Francisco, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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Open roles
11 rolesTax Advisor
United States · On-site · Volunteer
Tax Compliance Manager
United States · On-site · Volunteer
Tax Preparer - Seasonal
Nevada, United States · On-site · Volunteer
