Uprise | Novo - Modern tax and financial planning for business owners

20% off for Novo users with code NOVO20*

Modern tax and financial planning for business owners.

Novo is partnering with Uprise to offer tech-driven tax and financial 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.

Message your advisor any time, as much as you want. Premium and Complete plans include video calls.

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 ¹

Are low-tech

Are focused on AUM ²

Are limited to their own products

As seen in

Tax and financial planning, 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

Novo customers love us

100% of Novo customers rated their experience 10/10

[My advisor] took the time to truly listen to my situation, understand my needs, and focus on the areas most relevant to me.

Anna, agency owner

It was the first time I got truly personalized advice for my somewhat complicated business goals.

Molly, tech consultant

Opened my eyes to new ways for personal financial planning - bridged the gap between S-Corp structures and retirement contributions.

Nick, consultant

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

20% off for Novo users with code NOVO20*

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:

Video calls

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

Complete

Everything included in Premium, plus:

Tax filing

Personal, federal, and state tax filing (including Schedule C for sole proprietors)

Business federal and state tax filing for LLCs and S Corps

Integrated tax filing provided by a licensed tax partner

$417/mo$334/mo

billed quarterly

Frequently asked questions

Why is Novo 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

*Use promo code NOVO20 to unlock the 20% off for one year. After 12 months Uprise subscriptions will renew at the full price unless cancelled. You can cancel your Uprise subscription at any time. Discounts are only valid for Novo customers.

¹ Barron’s 2024 Top 100 RIA Firms: The majority have minimum account sizes ranging from $500,000 to $2 million or more. Barron’s Top 100 Independent Advisors List (2024).

² InvestmentNews Benchmarking Study (2023): “Among RIAs managing at least $100 million and registered with the SEC, 98.7% charge fees based on assets under management.” https://www.investmentnews.com/ria-news/are-aum-fees-heading-toward-extinction/240715

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 and not by Novo Platform Inc. (“Novo”), which does not participate in the creation of the financial plans or any of the ongoing services. Novo does not guarantee the accuracy or completeness of any financial plan created by Uprise. Novo is a fintech company; not a bank.

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 the partnership with Novo. 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 Novo 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.