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Uprise
Uprise provides embedded financial advisory services tailored for small and medium-sized business (SMB) platforms. The company enables partners to launch premium advisory services quickly, enhancing…
Uprise
Uprise provides embedded financial advisory services tailored for small and medium-sized business (SMB) platforms. The company enables partners to launch premium advisory services quickly, enhancing…
TL;DR
What they do: Embedded tax, financial planning and CFP® advisor services for SMB platforms via APIs and white-label integrations
Founded: 2021
HQ: San Francisco, California
Recent funding: $3.3M seed (Oct 21, 2024)
Employee count: 15
Company Overview
Problem Domain
SMB financial planning, tax filing and advisory infrastructure
Founded
2021
Industry
Fintech
Funding Track Record
$1.4M
Pre-seed announced July 11, 2022
$3.3M
Seed announced Oct 21, 2024
Investor Signal
“Blank Ventures led the $3.3M seed with participation from Pathlight Ventures, TruStage Ventures, Dash Fund, Contrary Capital, Phenomenal Ventures, Hustle Fund and Graham & Walker”
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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