Jessica states, "Financial advisory, in this context, combines personal and business finances. It helps entrepreneurs make holistic financial decisions." This clarity is essential for SMB owners.
Uprise’s founding gap recognition is key: "We help them make financial decisions. And we kind of ignore the line between business and personal," according to Jessica.
The founders pivoted to better serve older SMB owners, focusing on the need for comprehensive financial advice, especially for consultants and freelancers.
Jessica emphasizes, "The small business world is one where personal and financial lives are intermingled," highlighting the unique intersectionality that Uprise addresses.
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