Uprise - Embedded Financial Advisory Employee Directory

Q: What is Uprise - Embedded Financial Advisory known for?

Uprise - Embedded Financial Advisory was founded in 2021. Uprise - Embedded Financial 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 Financial Advisory employees' phone numbers or email addresses

Uprise - Embedded Financial Advisory Global Highlights

North America
13

United States Of America
13

Asia
2

India
2

Europe
1

Poland
1

South America
1

Brazil
1

Uprise - Embedded Financial Advisory's Leadership

C. P.
Financial Planning Lead
Mobile Phone
Email
K. D.
Senior Advisor
Mobile Phone
Email
V. F.
Designer Gráfico
Mobile Phone
Email
P. E. C.
Senior Financial Planner/ Head Of Ria Partnerships
Mobile Phone
Email

Contact profiles from Uprise - Embedded Financial Advisory

Name

Title

Contact Info

Location

Last Update

C. P.
Financial Planning Lead
Mobile Phone
Email
Oct 21, 2025
K. D.
Senior Advisor
Mobile Phone
Email
United StatesArizona
Aug 25, 2025
V. F.
Designer Gráfico
Mobile Phone
Email
BrazilState of Rio de Janeiro
Oct 18, 2025
P. E. C.
Senior Financial Planner/ Head Of Ria Partnerships
Mobile Phone
Email
United StatesTennessee
Dec 14, 2025

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 18 employees as of December 2025. These team members are located across 4 continents, including North AmericaAsiaEurope.

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

As of December 2025, Uprise - Embedded Financial Advisory's key employees include:

Financial Planning Lead: C. P.
Senior Advisor: K. D.
Designer Gráfico: V. F.
Senior Financial Planner/ Head Of Ria Partnerships: P. E. C.

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