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AI-powered financial advice demo

Uprise is pioneering the use of AI and machine learning in the field of wealth management. This demo is trained on company equity topics, including RSUs, ESPPs, stock options, 83(b)s, and more.

Optional for more specific responses

Household income

Approximate savings

Uprise’s website is limited to the dissemination of general information pertaining to its financial planning and advisory services (which expressly excludes advice regarding securities). This demo and any responses generated by AI should be used for testing purposes only and DO NOT constitute investment, tax, or legal advice.

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Financial planning, other than advice regarding investing in securities, and financial planning tools are offered by Ontrail, Inc., doing business as “Uprise”, a corporation registered in Delaware, United States. Investment advisory and financial planning including advice regarding securities are provided by Uprise Advisers LLC (“Uprise Advisers”), a registered investment adviser and wholly owned subsidiary of Ontrail, Inc. Uprise Advisers may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Tax preparation services offered through Uprise’s Complete package are facilitated by unaffiliated third-party accountants. Uprise and its affiliate, Uprise Advisers, do not provide tax preparation services directly.

Uprise’s website is limited to the dissemination of general information pertaining to its financial planning and advisory services (which expressly excludes advice regarding securities). This website and information provided herein are not intended to provide investment, tax, or legal advice. All testimonials on this website relate to Uprise, not Uprise Advisers or its services.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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