Uprise
Uprise is a financial services company in San Francisco, United States, founded in 2021. It has raised $3.3M across 1 round, most recently a $3.3M Seed in November 2024.
Small business tax filing and financial advisory, for any platform
- Headquarters
- San Francisco
- Employees
- 11–50
- Founded
- 2021
- Business Model
- B2B2C
- Website
- uprise.us
- Total Funding
- $3.3M
- Last Round
- $3.3M SeedNov 2024
- Rounds
- 1
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 1 funding round for this company. The full record is or through the API.
About
Uprise is building the future of financial advisory and tax planning for small business owners, embedding its offering within fintech platforms and financial institutions through private-label partnerships. The company partners with vertical SaaS companies like HoneyBook and Ambrook to deliver co-branded tax filing and financial advisory services directly inside the tools SMB owners already use. Uprise advisors — Certified Financial Planners and CPAs — work 1:1 with clients on business returns, quarterly estimates, and year-round tax strategy. The company is backed by Blank Ventures, TruStage, and Exponent, and supported by founders and executives from Gusto, SoFi, Stripe, and Robinhood.
Summary
It lists 11–50 employees. It has raised $3.3M in total across 1 round, most recently a $3.3M Seed round in Nov 2024.
Tech & App Stack
2 technologies & apps tracked
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Funding History
Nov 2024
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