Uprise Financial Advisors backed by Wave

20% off for Wave customers

Modern financial and tax planning for business owners.

Wave is partnering with Uprise to offer tech-driven financial and tax guidance from a Certified Financial Planner™ small business specialist.

Questions? Book your free intro call.

Uprise is backed by world-class fintech execs and founders from

Feel the confidence of having an expert in your back pocket.

How it works

We get to know you.

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 additional recommendations. And we’ll check in with you regularly to make sure your plan stays relevant.

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 specialize in small business

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

As seen in

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.

Consultants and agency owners

Wellness and fitness services

Contractors

Legal services

Creators

Wave customers love us

100% of Wave customers would recommend the experience

It was very helpful to start thinking about financial planning in a different way; from end goal working backwards.

Shawn, solar panel company owner

We've had many other advisors give us "free consultations" that were boilerplate and sales-pitchy. [Our advisor] on the other hand, had done his homework and knew what we needed.

Jenny and Becky, e-commerce business owners

Everything has been excellent —it's really about experiencing the insights and usefulness firsthand.

Richard, consultant

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

20% off for Wave customers

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/mo$120/mo

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

$266/mo$213/mo

billed quarterly

Frequently asked questions

Why is Wave partnering with Uprise?

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?

Have any questions?

Book your free video call with an advisor and get them answered.

Uprise terms of service

Uprise privacy policy

Wave terms of service

Wave privacy policy

Uprise Financial Advisors backed by Wave is a collaborative effort between Wave Financial Inc. ("Wave") and Ontrail, Inc., doing business as "Uprise." This collaboration is not a legal entity and does not offer services itself. Financial planning services are provided by Uprise and not by Wave, which does not participate in the creation of the financial plans or any of the ongoing services. Wave does not guarantee the accuracy or completeness of any financial plan created by Uprise.

Ontrail, Inc., doing business as "Uprise", is a corporation registered in Delaware, United States. All financial planning tools and services are exclusively offered through Uprise. The financial planning services offered by Uprise do not include advice regarding investing in securities. Uprise is affiliated with Uprise Advisers LLC, a registered investment adviser and wholly owned subsidiary of Ontrail, Inc. However, Uprise Advisers LLC does not offer advisory services through Wave Advisor. Any services offered by Uprise Advisers LLC are separate and apart from Uprise’s services. Uprise Advisers LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

All testimonials on this website are from Wave customers and relate to their experiences with Uprise, not Uprise Advisers or its services. The testimonials are non-compensated and may present a conflict of interest, as the experiences described are not necessarily representative of all clients' experiences.

The information provided herein is not intended to offer investment, tax, or legal advice. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Images and photographs are included for the sole purpose of visually enhancing the website. None of the photographs are of current or former clients. They should not be construed as endorsements or testimonials from any of the persons in the photograph.

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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