What departments does Uprise - Embedded Financial Advisory have?

Uprise - Embedded Financial Advisory has employees across 2 departments including Finance, Consultant.

What is the largest department at Uprise - Embedded Financial Advisory?

The largest department at Uprise - Embedded Financial Advisory is Finance with 2 employees.

Where are Uprise - Embedded Financial Advisory employees located globally?

Uprise - Embedded Financial Advisory has employees across 3 continents and 3 countries including India, Poland, United States Of America.

How has Uprise - Embedded Financial Advisory's team size changed over time?

Uprise - Embedded Financial Advisory's team has grown from approximately 15 to 17 employees based on available data.

Uprise - Embedded Financial Advisory Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Uprise is a financial services company focused on modernizing financial advisory and tax planning for small business owners. It works with fintechs and financial institutions to private-brand and embed its advisory and tax services within partner platforms. This approach enables partners to offer integrated financial guidance to their small business customers and to strengthen relationship depth. By embedding the service, partners can drive immediate revenue and increase product usage among their client base.

The company is based in San Francisco, California, and was founded in 2021. Its target market comprises small business owners who engage with fintechs or banks for financial services, with Uprise providing the embedded advisory and tax support they need. A recent development includes a partnership with HoneyBook Inc., expanding Uprise's embedded financial advisory platform.

Uprise - Embedded Financial Advisory Global Highlights

North America
21

United States Of America
21

Asia
3

India
3

Europe
1

Poland
1

Uprise - Embedded Financial Advisory's Leadership

C. P.
Financial Planning Lead
Mobile Phone
Email
T. P. B.
Advisor
Mobile Phone
Email
D. G.
Certified Financial Planner
Mobile Phone
Email

Uprise - Embedded Financial Advisory Employee Metrics

100%

50%

0%

2026

2025

Consultant
Business
Engineering
Arts & Design
Business Development
Other
Banking

Contact profiles from Uprise - Embedded Financial Advisory

Name

Title

Contact

Location

Last Update

C. P.
Financial Planning Lead
Mobile Phone
Email
Jun 27, 2026
T. P. B.
Advisor
Mobile Phone
Email
Apr 15, 2026
D. G.
Certified Financial Planner
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Uprise - Embedded Financial Advisory known for?

Uprise - Embedded Financial Advisory was founded in 2021 operates in the Financial Services industry. Explore Uprise - Embedded Financial Advisory's company overview page for more information.

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

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

How many employees does Uprise - Embedded Financial Advisory have currently?

Uprise - Embedded Financial Advisory has approximately 27 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

As of July 2026, Uprise - Embedded Financial Advisory's key employees include:

Financial Planning Lead: C. P.
Advisor: T. P. B.
Certified Financial Planner: D. G.

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Uprise - Embedded Financial Advisory Employee Directory

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