Uprise - Embedded Tax and Advisory Employee Directory

Q: What is Uprise - Embedded Tax and Advisory known for?

Uprise - Embedded Tax and Advisory was founded in 2021. Uprise - Embedded Tax and Advisory operates in the Financial Services industry.

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.

Find Uprise - Embedded Tax and Advisory employees' phone numbers or email addresses

Uprise - Embedded Tax and Advisory Global Highlights

North America
18

United States Of America
18

Asia
3

India
3

Europe
1

Poland
1

Uprise - Embedded Tax and Advisory's Leadership

K. D.
Founding Operations Lead
Mobile Phone
Email
C. P.
Financial Planning Lead
Mobile Phone
Email
M. S.
Advisor
Mobile Phone
Email
D. S.
Tax Preparer
Mobile Phone
Email
T. P. B.
Advisor
Mobile Phone
Email
D. Z.
Certified Financial Planner
Mobile Phone
Email
R. S.
Small Business Consultant
Mobile Phone
Email
S. H.
Agriculture Advisor
Mobile Phone
Email

Uprise - Embedded Tax and Advisory Employee Metrics

100%

50%

2026

2025

Consultant
Business
Engineering
Arts & Design
Business Development
Other

Contact profiles from Uprise - Embedded Tax and Advisory

Name

Title

Contact Info

Location

Last Update

K. D.
Founding Operations Lead
Mobile Phone
Email
United StatesArizona
Mar 23, 2026
C. P.
Financial Planning Lead
Mobile Phone
Email
Mar 03, 2026
M. S.
Advisor
Mobile Phone
Email
United StatesNew York
Mar 25, 2026
D. S.
Tax Preparer
Mobile Phone
Email
United StatesIdaho
Mar 03, 2026
T. P. B.
Advisor
Mobile Phone
Email
Mar 03, 2026
D. Z.
Certified Financial Planner
Mobile Phone
Email
United StatesArizona
Mar 15, 2026
R. S.
Small Business Consultant
Mobile Phone
Email
United StatesArizona
Mar 03, 2026
S. H.
Agriculture Advisor
Mobile Phone
Email
United StatesMissouri
Mar 03, 2026

Frequently Asked Questions

What is Uprise - Embedded Tax and Advisory known for?

Uprise - Embedded Tax and Advisory was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in San Francisco, California 94104 United States. Explore Uprise - Embedded Tax and Advisory's company overview page for more information.

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

Uprise - Embedded Tax and Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Uprise - Embedded Tax and Advisory email formats with LeadIQ.

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

Uprise - Embedded Tax and Advisory has approximately 21 employees as of April 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Uprise - Embedded Tax and Advisory's key employees and leadership?

As of April 2026, Uprise - Embedded Tax and Advisory's key employees include:

Founding Operations Lead: K. D.
Financial Planning Lead: C. P.
Advisor: M. S.
Tax Preparer: D. S.
Advisor: T. P. B.

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