Upri

Small business tax filing and financial advisory, for any platform

San Francisco, United States · Founded 2021 · $4.7M raised

Headquarters
San Francisco
Employees
1–10
Founded
2021
Business Model
B2B
Website
ontrail.co
Total Funding
$4.7M
Last Round
$3.3M SeedOct 2024
Rounds
2

About

Uprise (operating as Ontrail, Inc.) is building the future of financial advisory and tax planning for small business owners. The company partners with fintechs and financial institutions - including HoneyBook - to private-brand and embed tax filing and financial planning directly into their platforms, helping them deepen customer relationships while driving revenue and product usage. Uprise is backed by investors including Blank Ventures, TruStage, and Exponent, along with founders and executives from Gusto, SoFi, Stripe, and Robinhood.

Summary

Upri is a Fintech company based in San Francisco, United States, founded in 2021. It has raised $4.7M in total across 2 rounds, most recently a $3.3M Seed round in Oct 2024. Investors include Hustle Fund, Blank Ventures and DASH Ventures.

Funding History

SeedSeed RoundOct 2024
$3.3M

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Pre-Seed through Seed — per-round amounts, valuations, and who invested in each round.

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