Embedded financial advisory platform Uprise has teamed up with business management platform HoneyBook.
The partnership will enable HoneyBook to offer financial and tax planning advisory to its users, which include independent creatives as well as small business owners.
Founded in 2021, Uprise made its Finovate debut at FinovateFall 2023 in New York.
Uprise, a startup that offers an AI-powered platform that empowers financial services companies to embed personalized, actionable financial advisory into their products and services, has announced a new partnership. The San Francisco, California-based company has teamed up with HoneyBook to enable the firm to offer financial and tax planning advisory to its user base of independent creatives, small business owners, and more.
“Excited to announce we’ve partnered with HoneyBook to offer personalized financial and tax planning to their users,” Uprise noted on its LinkedIn page, “helping independent creatives, consultants, and business owners stay ahead of the biggest changes that impact their bottom line.”
The partnership will enable HoneyBook users to access tax and financial guidance from a Certified Financial Planner who is both a small business specialist and supported by smart technology. This helps set HoneyBook apart from traditional financial advisory services, which tend to cater to high net worth individuals, feature significant costs, and often lack small business expertise.
The announcement comes as recently passed legislation in Washington brings changes to the way that many small businesses manage their taxes and expands eligibility for a variety of programs and credits. “If your company supports small business owners and wants to help them take advantage of complex tax and legal shifts like this—let’s talk,” Uprise wrote.
Founded in 2021 and headquartered in San Francisco, California, Uprise made its Finovate debut at FinovateFall 2023 in New York. At the conference, the company demonstrated how its technology helps banks, credit unions, insurance providers, fintechs, and more embed personalized, actionable financial advisory services into their offerings. Uprise combines human financial expertise with AI to offer comprehensive financial plans and advice at a fraction of what a traditional financial advisor would cost. Jessica Chen Riolfi is Co-Founder and CEO.
HoneyBook is a business management platform for small businesses. The platform supports a wide variety of business operations including lead capture, client communication management, contract management, and payments. The solution also leverages AI—embedded throughout—that enables users to derive actionable insights and leverage automation to streamline processes. Founded in 2013, HoneyBook has powered more than 25 million client relationships and processed more than $12 billion in transactions. Earlier this month, the company announced enhancements to its client portal to provide full branding control, easier access to proposals and important sites, the ability to share client task lists, and more.
Photo by Braden Collum on Unsplash
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