This is Life.

And Then Life Happens.

This is Life.

And Then Life Happens.

This is Life.

And Then Life Happens.

Life keeps moving on its own, first jobs, mortgages, promotions, most of it doesn't need anyone's help. Then something breaks through that a person can't get through alone. When that happens, they turn to the one person they already trusted, with their money. Their advisor.

Life keeps moving on its own, first jobs, mortgages, promotions, most of it doesn't need anyone's help. Then something breaks through that a person can't get through alone. When that happens, they turn to the one person they already trusted, with their money. Their advisor.

A death. A divorce. A diagnosis. A retirement. In that moment, coordinating what comes next becomes the advisor's job too, whether or not it's billable, because there's no one else in the room.

A death. A divorce. A diagnosis. A retirement. In that moment, coordinating what comes next becomes the advisor's job too, whether or not it's billable, because there's no one else in the room.

In Plain Terms

The intelligence on this platform comes from public research, advocacy work, and licensed sources
Uplevyl is an API that plugs into the tools your firm already uses.
Feed it a client's state, account type, and life event.
It returns a sequenced set of decisions, deadlines, and referrals, in under a second.

See exactly how it works ↓

In Plain Terms

The intelligence on this platform comes from public research, advocacy work, and licensed sources
Uplevyl is an API that plugs into the tools your firm already uses.
Feed it a client's state, account type, and life event.
It returns a sequenced set of decisions, deadlines, and referrals, in under a second.

See exactly how it works ↓

In Plain Terms

The intelligence on this platform comes from public research, advocacy work, and licensed sources
Uplevyl is an API that plugs into the tools your firm already uses.
Feed it a client's state, account type, and life event.
It returns a sequenced set of decisions, deadlines, and referrals, in under a second.

See exactly how it works ↓

03

IS THIS FOR ME

03

IS THIS FOR ME

FOR THE MANAGING PARTNER, COO, OR CLIENT EXPERIENCE LEADER

FOR THE MANAGING PARTNER, COO, OR CLIENT EXPERIENCE LEADER

Capacity and revenue per advisor. Both already under pressure.

Capacity and revenue per advisor. Both already under pressure.

Capacity and revenue per advisor. Both already under pressure.

A single life event unfolds as a stack of decisions, and each layer changes what the one before it meant.

A single life event unfolds as a stack of decisions, and each layer changes what the one before it meant.

The documentation: which form, how many certified copies, whether an agency accepts a copy or demands the original, that alone varies before anything else happens.
The documentation: which form, how many certified copies, whether an agency accepts a copy or demands the original, that alone varies before anything else happens.
Then the jurisdiction: whether an asset is taxed, how much of it she gets to keep, and who's legally entitled to it in the first place can all depend on the state, and sometimes the county, she lives in.
Then the jurisdiction: whether an asset is taxed, how much of it she gets to keep, and who's legally entitled to it in the first place can all depend on the state, and sometimes the county, she lives in.
Then the eligibility criteria within that jurisdiction: much the same way workplace rights works: was the retirement account his to begin with, or had he already inherited it from someone else, one path allows a spousal rollover, the other triggers an entirely different rule set. Had he reached his Required Beginning Date. Was there a will, or does the state's intestacy law decide who inherits.
Then the eligibility criteria within that jurisdiction: much the same way workplace rights works: was the retirement account his to begin with, or had he already inherited it from someone else, one path allows a spousal rollover, the other triggers an entirely different rule set. Had he reached his Required Beginning Date. Was there a will, or does the state's intestacy law decide who inherits.
Then the expert or institution the answer actually requires: an estate attorney for the retitling, a CPA for the portability election, the insurer with its own state-specific payment deadline, the employer's HR department for a death benefit, a plan administrator for a stock option that expires in 90 days if nobody knows to ask, each one a separate call, each with their own calendar.
Then the expert or institution the answer actually requires: an estate attorney for the retitling, a CPA for the portability election, the insurer with its own state-specific payment deadline, the employer's HR department for a death benefit, a plan administrator for a stock option that expires in 90 days if nobody knows to ask, each one a separate call, each with their own calendar.
Then the digital tools required to actually execute it: the custodian platform to move the asset, the CRM to log what was just decided, financial planning software to model what it means for retirement, sometimes a public locator tool just to track down a policy nobody remembers exists.
Then the digital tools required to actually execute it: the custodian platform to move the asset, the CRM to log what was just decided, financial planning software to model what it means for retirement, sometimes a public locator tool just to track down a policy nobody remembers exists.
These workflows are highly complex, spanning jurisdictions, eligibility criteria, human experts, and software tools, all rooted in a single decision that has to be made correctly. In widowhood alone, there are at least twenty-two decisions like this one.
These workflows are highly complex, spanning jurisdictions, eligibility criteria, human experts, and software tools, all rooted in a single decision that has to be made correctly. In widowhood alone, there are at least twenty-two decisions like this one.
The most complex version of this event is disproportionately a woman's. We designed for that version first. Handle the hardest case correctly, and the simpler ones underneath it are already solved.
The most complex version of this event is disproportionately a woman's. We designed for that version first. Handle the hardest case correctly, and the simpler ones underneath it are already solved.

Placeholder —
Advisor Discovery Conversation

Placeholder —
Advisor Discovery Conversation

Placeholder —
Advisor Discovery Conversation

"Mined language goes here, swapped in from the real transcripts before this ships."

"Mined language goes here, swapped in from the real transcripts before this ships."

05

CAN IT DO WHAT I NEED

DECISION ORCHESTRATION LAYER

DECISION ORCHESTRATION LAYER

DECISION ORCHESTRATION LAYER

The advisor becomes
the switchboard.

The advisor becomes
the switchboard.

The advisor becomes
the switchboard.

Every line below is a separate manual thread, a call, an email, a form. The advisor has to pull all of it together in sequence, then manually follow up again each time something changes as a result of this life event.

Every line below is a separate manual thread, a call, an email, a form. The advisor has to pull all of it together in sequence, then manually follow up again each time something changes as a result of this life event.

Our research has shown that this coordination loop can run six months or longer, per case. That's not a tooling problem. It's a missing chassis, there's no shared layer underneath these tools where income, estate, and tax share the same fields and definitions, so nothing feeds into anything else automatically.

Our research has shown that this coordination loop can run six months or longer, per case. That's not a tooling problem. It's a missing chassis, there's no shared layer underneath these tools where income, estate, and tax share the same fields and definitions, so nothing feeds into anything else automatically.

Every line below is a separate manual thread, a call, an email, a form. The advisor has to pull all of it together in sequence, then manually follow up again each time something changes as a result of this life event.

Our research has shown that this coordination loop can run six months or longer, per case. That's not a tooling problem. It's a missing chassis, there's no shared layer underneath these tools where income, estate, and tax share the same fields and definitions, so nothing feeds into anything else automatically.

The switchboard
disappears.

The switchboard
disappears.

The switchboard
disappears.

We're the chassis those other tools were always missing, not a replacement for them, the layer underneath that lets them actually talk to each other.
We're the chassis those other tools were always missing, not a replacement for them, the layer underneath that lets them actually talk to each other.

Jurisdiction-specific forms, notifications, affidavits, surfaced:

Jurisdiction-specific forms, notifications, affidavits, surfaced:

The exact paperwork her state and county require, identified the moment the life event is confirmed.

The exact paperwork her state and county require, identified the moment the life event is confirmed.

Connected with the right experts:

Connected with the right experts:

Estate attorney, CPA, or specialist, routed automatically the instant a decision crosses into licensed territory.

Estate attorney, CPA, or specialist, routed automatically the instant a decision crosses into licensed territory.

The right tools, surfaced at the right time:

The right tools, surfaced at the right time:

Planning software, CRM, custodian platform, other platforms in the stack, called on exactly when each one holds a piece of the answer.

Planning software, CRM, custodian platform, other platforms in the stack, called on exactly when each one holds a piece of the answer.

The client, kept in the loop, seamlessly, in the background:

The client, kept in the loop, seamlessly, in the background:

Status updates sent automatically as each decision resolves. No repeat calls. No "any news yet." The one thread that used to run through the advisor now runs on its own.

Status updates sent automatically as each decision resolves. No repeat calls. No "any news yet." The one thread that used to run through the advisor now runs on its own.

The life event itself still takes months to fully resolve. Figuring out what to do next, at each step along the way, doesn't have to. The advisor enters the state, account type, event-specific status, prior elections made, and client age. What used to mean hours of manually researching what comes next, and calling around to confirm it, now comes back sequenced, with deadlines and a referral flag, in under a second.
The life event itself still takes months to fully resolve. Figuring out what to do next, at each step along the way, doesn't have to. The advisor enters the state, account type, event-specific status, prior elections made, and client age. What used to mean hours of manually researching what comes next, and calling around to confirm it, now comes back sequenced, with deadlines and a referral flag, in under a second.
Widowhood is specified in full today. Divorce, disability, and retirement run on the same engine, specification work on each is underway now.
Widowhood is specified in full today. Divorce, disability, and retirement run on the same engine, specification work on each is underway now.

Inspired by Marie Bracquemond

Inspired by Marie Bracquemond

WINDOW 1 · 0–90 DAYS

WINDOW 1 · 0–90 DAYS

7 Decisions

7 Decisions

7 Decisions

The crisis window. Death certificate, Social Security, inherited IRA, tax status, estate, life insurance, employer benefits.
The crisis window. Death certificate, Social Security, inherited IRA, tax status, estate, life insurance, employer benefits.

WINDOW 2 · 90 DAYS–12 MO.

WINDOW 2 · 90 DAYS–12 MO.

9 Decisions

9 Decisions

9 Decisions

The reorganization window. Beneficiary updates, probate completion, Medicare, insurance review, will and POA, credit.
The reorganization window. Beneficiary updates, probate completion, Medicare, insurance review, will and POA, credit.

WINDOW 3 · YEAR 2–3

WINDOW 3 · YEAR 2–3

6 Decisions

6 Decisions

6 Decisions

The stability window. Tax penalty mitigation, Social Security optimization, investment reset, long-term care, housing, legacy.
The stability window. Tax penalty mitigation, Social Security optimization, investment reset, long-term care, housing, legacy.

7 + 9 + 6 = 22 decisions, each one jurisdiction-specific, each one already mapped.

7 + 9 + 6 = 22 decisions, each one jurisdiction-specific, each one already mapped.

What We're
Tracking Together

What We're
Tracking Together

What We're
Tracking Together

Advisor Hours Saved

Advisor Hours Saved

Time you get back to

focus on what matters most.

Time you get back to

focus on what matters most.

Number Of

Decisions Resolved

Number Of

Decisions Resolved

Every decision reached, every time

Every decision reached, every time

Number Of

Referrals Routed

Number Of

Referrals Routed

Number Of Referrals Routed

Number Of Referrals Routed

For Your Technology
Team, Before They Ask

For Your Technology
Team, Before They Ask

For Your Technology
Team, Before They Ask

Nothing retained between calls
Nothing retained between calls
No client PII enters the system
No client PII enters the system
Integration sits alongside your existing stack, not inside it
Integration sits alongside your existing stack, not inside it

This isn't
just our thesis.

This isn't
just our thesis.

This isn't
just our thesis.

This is already happening at scale. A major wirehouse runs a concierge function for its top clients, built for general lifestyle requests. Across our own 25+ advisor conversations, the same pattern kept surfacing: it's increasingly women who lean on that function specifically for these life events, not what it was originally built for.
This is already happening at scale. A major wirehouse runs a concierge function for its top clients, built for general lifestyle requests. Across our own 25+ advisor conversations, the same pattern kept surfacing: it's increasingly women who lean on that function specifically for these life events, not what it was originally built for.

CNBC

CNBC

CNBC

$54 trillion passing to widowed spouses, 95% of it to women.
$54 trillion passing to widowed spouses, 95% of it to women.

Fortune

Fortune

Fortune

Industry facing a shortage of more than 100,000 advisors.
Industry facing a shortage of more than 100,000 advisors.

Washington Post

Washington Post

Washington Post

Trillions in boomer wealth now shifting to heirs.
Trillions in boomer wealth now shifting to heirs.


Quote to be added once secured."
Quote to be added once secured."
Quote to be added once secured."

REBECCA JOHNSON

REBECCA JOHNSON

FORMER HEAD OF WEALTH, ZIONS BANK

FORMER HEAD OF WEALTH, ZIONS BANK

09

WHAT BACKS THIS

09

WHAT BACKS THIS

THE DESIGN PARTNER PROGRAM

THE DESIGN PARTNER PROGRAM

THE DESIGN PARTNER PROGRAM

Five Financial Advisory
Firms. Filled in the
order firms commit.

Five Financial Advisory
Firms. Filled in the
order firms commit.

Five Financial Advisory
Firms. Filled in the
order firms commit.

LEVEL 1

LEVEL 1

LEVEL 1

LEVEL 2

LEVEL 2

LEVEL 2

LEVEL 3

LEVEL 3

LEVEL 3

LEVEL 4

LEVEL 4

LEVEL 4

LEVEL 5

LEVEL 5

LEVEL 5

Five Financial Advisory Firms. Filled in the order firms commit.

Five Financial Advisory Firms. Filled in the order firms commit.

You're one of five firms whose fingerprints are on how this gets built for the entire industry, before your competitors have ever heard of it.

You're one of five firms whose fingerprints are on how this gets built for the entire industry, before your competitors have ever heard of it.

Locked-in pricing for a designated period, the earlier you join, the more favorable the terms
Locked-in pricing for a designated period, the earlier you join, the more favorable the terms
Direct input into the decision sequences and jurisdictional rules as they're built.
Direct input into the decision sequences and jurisdictional rules as they're built.
The stateless, no-PII architecture your CTO will want to see before anyone else does
The stateless, no-PII architecture your CTO will want to see before anyone else does

Ready to see it against your own footprint?

Become one of our five founding employers

Join Now

Placeholder Inspired by Maria Merian

Natrualist and Illustrator, 1699

Ready to see it against your own footprint?

Become one of our five founding employers

Join Now

Placeholder Inspired by Maria Merian

Natrualist and Illustrator, 1699

Ready to see it against your own footprint?

Become one of our five founding employers

Join Now

Placeholder Inspired by Maria Merian

Natrualist and Illustrator, 1699