Uprise
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About
Uprise offers an AI-powered financial advisory service that provides personalized financial optimization for platforms. The tool is designed to democratize access to high-quality financial advice, previously reserved for the wealthy, by integrating AI with the support of certified financial advisors. Uprise aims to enhance financial planning by giving users insights into their complete financial picture, improving revenue streams for partners, and enabling seamless integration through APIs or a white-labeled solution. The mission is to help everyone optimize their financial lives, making financial advice accessible and straightforward for all users.
Platform
Features
• personalized financial optimization
• reduces regulatory overheads
• supports cross-selling opportunities
• insight into customers' complete financial picture
• integration capabilities (apis or white-label)
• ai-driven financial advice
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