Embedded tax and financial planning for financial platforms

LLC or S Corp? Get clarity from a small business advisor

Talk through your structure with a Certified Financial Planner™ — and we’ll help set up the S Corp if it’s the right move.

Backed by world-class fintech execs and founders from

We help you get the structure and strategy right

How it works

We understand your situation.

We cover everything about your business and also about your personal finances. Because both matter.

Get a comprehensive plan.

We’ll dive deeper on your finances to spot optimizations and surface recommendations. If an S Corp makes sense, we’ll help you file the election and update your tax structure.

We're here for you

Meet your advisor over video and message them any time, as much as you want.

Traditional financial advisors:

Don’t have small business expertise

Don’t understand entity structure or tax planning

Can cost tens of thousands of dollars per year

Only available to high net-worth individuals

Are low-tech

Are focused on AUM

Are limited to their own products

Financial advisory, as unique as your small business

Our Certified Financial Planners™ specialize in the unique challenges small business owners face with expertise across diverse industries.

Freelancers and agency owners

Creators

Private practices and healthcare providers

Real estate agents and property managers

Restaurant owners

Trusted and loved by thousands

4.7 / 5 stars on Product Hunt

Opened my eyes to new ways for financial planning - bridged the gap between S-Corp structures and retirement.

Nick, user researcher

You’ve given me more tax advice than my tax guys have in 3 years.

Samuel, consultant

I swear my jaw dropped every page I went to. I was truly amazed. Every recommendation in my plan was SO personalized!

Grace, content creator

You don’t need to pay more for the best financial advice

Essential

Comprehensive, personalized financial planning for your business and for you

Unlimited messaging with your advisor

Continuous monitoring of your finances for new opportunities

Unbiased advice personalized to your business and your personal finances

$150/month

billed quarterly

Premium

Everything included in Essential, plus:

45-minute introductory video call with your Uprise Certified Financial Planner (CFP®) before drafting of the financial plan

45-minute video call to review your personalized financial plan

Additional calls as needed

$267/month

billed quarterly

Complete

Everything included in Premium, plus:

S Corp election handled for you

Business and personal tax filing (LLC or S Corp)

Includes Schedule C, Form 1120S, and state returns

Integrated tax services provided by a licensed tax partner

$417/month

billed quarterly

See exactly what's included in each package and add-on pricing View pricing guide

Frequently asked questions

What can I expect from you?

Do you serve people outside the US?

How are you able to make this so affordable?

Who is this for?

How does the money-back guarantee work?

Stop guessing about your business structure.

Talk to an advisor who knows S Corps and LLCs.

Careers

Form ADV

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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