- 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.
Sign up to view the funding chart
Create a free account — 25 credits a month to unlock funding history, valuations, and tech stacks.
Funding History
Oct 2024
Sign up to see all 2 rounds
Full funding history, per-round amounts, and investor participation.
Investors
Similar Companies
Ellie Mae is a leading provider of technology solutions for the mortgage industry.
Ramp provides spend management, corporate cards and accounts payable solutions for businesses.
FNZ is a provider of technology and administration services to the wealth management industry.
Economic infrastructure for the internet.
Fund administration services
insightsoftware is a global provider of financial reporting, budgeting, BI, and EPM software solu...