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 house owners.
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 companies corporations to embed personalised, actionable monetary advisory into their services, 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 house owners, and extra.
“Excited to announce we’ve partnered with HoneyBook to supply personalised monetary and tax planning to their customers,” Uprise famous on its LinkedIn web page, “serving to impartial creatives, consultants, and enterprise house owners keep forward of the most important modifications that affect 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 expertise. This helps set HoneyBook other than conventional monetary advisory companies, which are inclined to cater to excessive web value people, characteristic important prices, and sometimes lack small enterprise experience.
The announcement comes as lately handed laws in Washington brings modifications 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 house owners and needs to assist them make the most of advanced tax and authorized shifts like this—let’s discuss,” 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 expertise helps banks, credit score unions, insurance coverage suppliers, fintechs, and extra embed personalised, actionable monetary advisory companies 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 value. 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 allows 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 necessary websites, the flexibility to share shopper job lists, and extra.
Photograph by Braden Collum on Unsplash
Views: 2
