Exclusively for Bluevine Premier customers
Modern financial
and tax planning for business owners.
Get financial and tax guidance from a CFP® small business specialist. Tailored for Bluevine Premier customers, powered by Uprise.
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Uprise Financial Planning for Bluevine is a co-branded partnership between Bluevine Inc. and Ontrail Inc., doing business as 'Uprise.' Bluevine directs users to Uprise, where they may engage Uprise to obtain small business financial planning services. Uprise's services are aided by the use of AI which may contain errors and inaccuracies. Bluevine does not guarantee the accuracy or completeness of any advice provided by Uprise. Users should carefully review and may seek independent review before making decisions based on the recommendations. Bluevine may share user information with Uprise in connection with Uprise's provision of services. Consult Uprise's Privacy Policy for details on how it uses and processes user information.

Feel the confidence of having an expert in your back pocket.
    How it works
    Start with a full picture.
    Your dedicated Uprise advisor will cover everything about your business and personal finances. Because both matter.
    Get a comprehensive plan.
    Your advisor will dive deeper into your finances to spot optimizations and surface tailored recommendations. Plus, they’ll check in regularly to keep your plan relevant.
    Ongoing support, whenever you need it.
    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
    Often 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
    Uprise’s Certified Financial Planners™ specialize in the unique challenges small business owners face with expertise across diverse industries.
    Freelancers and agency owners
    Creators
    Private practices and healthcare providers
    Real estate agents and property managers
    Restaurant owners
    You don't need to pay more for the best financial advice
    Lock in your introductory rate of $103/mo with code PREMIERLAUNCH*
    $125/mo
    $103/mo
    Exclusive pricing for Bluevine Premier customers
    Compare to hiring separate business and personal finance advisors for $10,000+ per year:
    • Comprehensive, personalized financial planning for your business and for you
    • Unlimited messaging with your advisor
    • Continuous monitoring of your finances for new opportunities
    • 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
    *Use promo code PREMIERLAUNCH to unlock the $103 monthly rate for one year. After 12 months Uprise subscriptions will renew at $125 per month unless canceled. You can cancel your Uprise subscription at any time. Uprise subscriptions are only valid for Bluevine Premier plan customers. If you downgrade your Premier plan, Uprise has the right to cancel your subscription.
    Frequently asked questions
    How is Uprise working with Bluevine?
    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.
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    Uprise Privacy policy
    © 2026
    Uprise Financial Planning for Bluevine is a co-branded partnership between Bluevine Inc. and Ontrail Inc., doing business as 'Uprise.' Bluevine directs users to Uprise, where they may engage Uprise to obtain small business financial planning services. Uprise's services are aided by the use of AI which may contain errors and inaccuracies. Bluevine does not guarantee the accuracy or completeness of any advice provided by Uprise. Users should carefully review and may seek independent review before making decisions based on the recommendations. Bluevine may share user information with Uprise in connection with Uprise's provision of services. Consult Uprise's Privacy Policy for details on how it uses and processes user information.

    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 Uprise Financial Planning for Bluevine. 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 Uprise 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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    Ontrail, Inc. dba Uprise © 2026. Ontrail, Inc. is registered in Delaware, United States.