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Strategic Partnerships Uprise actively partners with fintech companies and financial institutions to embed its advisory services, representing opportunities to target these organizations with white-label solutions or joint offerings to deepen client relationships.

Target Small Businesses Focusing on small business owners, Uprise offers tailored financial and tax advisory services, creating potential sales channels with associations or platforms serving small enterprises seeking integrated financial solutions.

Uprise - Embedded Tax and Advisory Tech Stack

Uprise - Embedded Tax and Advisory uses 8 technology products and services including Facebook Pixel, Amazon Web Services, Mailchimp, and more. Explore Uprise - Embedded Tax and Advisory's tech stack below.

  • Facebook Pixel
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Mailchimp
    Email
  • JSON-LD
    Javascript Frameworks
  • Netlify
    Platform As A Service
  • HSTS
    Security
  • Cloudflare Bot Management
    Security
  • HTTP/3
    Web & Portal Technology

Uprise - Embedded Tax and Advisory's Email Address Formats

Uprise - Embedded Tax and Advisory uses at least 1 format(s):
Uprise - Embedded Tax and Advisory Email FormatsExamplePercentage
First@uprise.usJohn@uprise.us
50%
First@uprise.usJohn@uprise.us
50%

Frequently Asked Questions

Where is Uprise - Embedded Tax and Advisory's headquarters located?

Minus sign iconPlus sign iconUprise - Embedded Tax and Advisory's main headquarters is located at San Francisco, California 94104 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Uprise - Embedded Tax and Advisory's official website and social media links?

Minus sign iconPlus sign iconUprise - Embedded Tax and Advisory's official website is uprise.us and has social profiles on LinkedInCrunchbase.

What is Uprise - Embedded Tax and Advisory's NAICS code?

Minus sign iconPlus sign iconUprise - Embedded Tax and Advisory's NAICS code is 52 - Finance and Insurance.

How many employees does Uprise - Embedded Tax and Advisory have currently?

Minus sign iconPlus sign iconAs of April 2026, Uprise - Embedded Tax and Advisory has approximately 21 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Founding Operations Lead: K. D.Financial Planning Lead: C. P.Advisor: M. S.. Explore Uprise - Embedded Tax and Advisory's employee directory with LeadIQ.

What industry does Uprise - Embedded Tax and Advisory belong to?

Minus sign iconPlus sign iconUprise - Embedded Tax and Advisory operates in the Financial Services industry.

What technology does Uprise - Embedded Tax and Advisory use?

Minus sign iconPlus sign iconUprise - Embedded Tax and Advisory's tech stack includes Facebook PixelAmazon Web ServicesMailchimpJSON-LDNetlifyHSTSCloudflare Bot ManagementHTTP/3.

What is Uprise - Embedded Tax and Advisory's email format?

Minus sign iconPlus sign iconUprise - Embedded Tax and Advisory's email format typically follows the pattern of First@uprise.us. Find more Uprise - Embedded Tax and Advisory email formats with LeadIQ.

How much funding has Uprise - Embedded Tax and Advisory raised to date?

Minus sign iconPlus sign icon As of April 2026, Uprise - Embedded Tax and Advisory has raised $3.3M in funding. The last funding round occurred on Oct 21, 2024 for $3.3M.

When was Uprise - Embedded Tax and Advisory founded?

Minus sign iconPlus sign iconUprise - Embedded Tax and Advisory was founded in 2021.

Uprise - Embedded Tax and Advisory

Financial ServicesCalifornia, United States11-50 Employees

Uprise is building the future of financial advisory and tax planning for small business owners. We partner with fintechs and financial institutions to private-brand and embed the offering, helping them build deeper relationships with small business owner customers, as well as drive immediate revenue and increased product utilization.

We’re backed by some of the country’s top VCs (Blank Ventures, TruStage, Exponent) as well as founders and senior execs from Gusto, SoFi, Stripe, and Robinhood, among others.

Section iconCompany Overview

Headquarters
San Francisco, California 94104 United States
Website
uprise.us
NAICS Code
52 - Finance and Insurance
Founded
2021
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $3.3M

    Uprise - Embedded Tax and Advisory has raised a total of $3.3M of funding over 2 rounds. Their latest funding round was raised on Oct 21, 2024 in the amount of $3.3M.

  • $10M$25M

    Uprise - Embedded Tax and Advisory's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $3.3M

    Uprise - Embedded Tax and Advisory has raised a total of $3.3M of funding over 2 rounds. Their latest funding round was raised on Oct 21, 2024 in the amount of $3.3M.

  • $10M$25M

    Uprise - Embedded Tax and Advisory's revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    K. D.
    Founding Operations Lead
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. P.
    Financial Planning Lead
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Tax Preparer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. P. B.
    Advisor
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    D. Z.
    Certified Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    Small Business Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. H.
    Agriculture Advisor
    Phone icon
    Mobile Phone

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