#89 - Democratizing Financial Advice for Small Businesses: The AI + Human Balance With Uprise’s Jessica Chen Riolfi
Slice of Finance Team
02/19/2025
Episode details
We sat down with Jessica Chen Riolfi, co-founder and CEO of Uprise, about her journey in the fintech industry, the challenges small business owners face in financial planning, and the promising role (and pitfalls) of AI.
We touched on Uprise’s unique approach to financial advisory combining the best of human support, embedded services, and AI. We also discussed the importance of partnerships in building best-in-class embedded finance and payments experiences, and the future of diversity, inclusion, and community impact in the fintech ecosystem.
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