Uprise
Small business tax filing and financial advisory, for any platform
San Francisco, United States · Founded 2021 · $3.3M raised
- 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
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
Uprise is a Financial Services company based in San Francisco, United States, founded in 2021. 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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