Uprise - Embedded Tax and Advisory

Uprise is a San Francisco fintech that embeds full-service tax filing and financial advisory into the SaaS platforms small business owners already use. Its model pairs AI-generated first drafts with review from Certified Financial Planners and tax professionals held to a fiduciary standard, letting partners like Rippling, Carry, Heard and HoneyBook launch white-labeled, premium tax-and-advisory services in weeks rather than years.