Upri
Small business tax filing and financial advisory, for any platform
Upri was founded in 2021, is headquartered in San Francisco, United States, lists 1–10 employees, and has $4.7M in recorded funding across 2 rounds.
- 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
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 2 funding rounds and 6 investors for this company. The full record is or through the API.
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 lists 1–10 employees. 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
Oct 2024
Sign up to see all 2 events
Funding: Pre-Seed through Seed. Amounts, valuations, and investors where available.
Investors
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