Embedded monetary advisory platform Uprise has teamed up with enterprise administration platform HoneyBook.
The partnership will allow HoneyBook to supply monetary and tax planning advisory to its customers, which embody impartial creatives in addition to small enterprise homeowners.
Based in 2021, Uprise made its Finovate debut at FinovateFall 2023 in New York.
Uprise, a startup that gives an AI-powered platform that empowers monetary providers firms to embed customized, actionable monetary advisory into their services and products, has introduced a brand new partnership. The San Francisco, California-based firm has teamed up with HoneyBook to allow the agency to supply monetary and tax planning advisory to its person base of impartial creatives, small enterprise homeowners, and extra.
“Excited to announce we’ve partnered with HoneyBook to supply customized monetary and tax planning to their customers,” Uprise famous on its LinkedIn web page, “serving to impartial creatives, consultants, and enterprise homeowners keep forward of the largest adjustments that influence their backside line.”
The partnership will allow HoneyBook customers to entry tax and monetary steering from a Licensed Monetary Planner who’s each a small enterprise specialist and supported by good know-how. This helps set HoneyBook other than conventional monetary advisory providers, which are inclined to cater to excessive web price people, characteristic important prices, and infrequently lack small enterprise experience.
The announcement comes as just lately handed laws in Washington brings adjustments to the way in which that many small companies handle their taxes and expands eligibility for a wide range of packages and credit. “If your organization helps small enterprise homeowners and needs to assist them benefit from advanced tax and authorized shifts like this—let’s speak,” Uprise wrote.
Based in 2021 and headquartered in San Francisco, California, Uprise made its Finovate debut at FinovateFall 2023 in New York. On the convention, the corporate demonstrated how its know-how helps banks, credit score unions, insurance coverage suppliers, fintechs, and extra embed customized, actionable monetary advisory providers into their choices. Uprise combines human monetary experience with AI to supply complete monetary plans and recommendation at a fraction of what a conventional monetary advisor would price. Jessica Chen Riolfi is Co-Founder and CEO.
HoneyBook is a enterprise administration platform for small companies. The platform helps all kinds of enterprise operations together with lead seize, shopper communication administration, contract administration, and funds. The answer additionally leverages AI—embedded all through—that permits customers to derive actionable insights and leverage automation to streamline processes. Based in 2013, HoneyBook has powered greater than 25 million shopper relationships and processed greater than $12 billion in transactions. Earlier this month, the corporate introduced enhancements to its shopper portal to supply full branding management, simpler entry to proposals and essential websites, the power to share shopper process lists, and extra.
Photograph by Braden Collum on Unsplash
Views: 12
