Insights

Target Market Expansion Uprise specializes in embedding financial advisory and tax planning services for small business owners, presenting a significant opportunity to partner with fintechs and financial institutions looking to deepen their engagement with this customer segment.

Strategic Partnership Potential Recent collaboration with HoneyBook Inc. indicates a strong interest in forming alliances with business management platforms, suggesting opportunities to expand embedded finance offerings through similar strategic partnerships.

Growth and Funding With a revenue range of 10 to 25 million dollars and backing from top venture capital firms, Uprise demonstrates a growing presence in the financial services market, making it an attractive candidate for sales efforts aimed at innovative financial technology integrations.

Technological Integration Utilizing advanced tech infrastructure such as AWS, Cloudflare, and HTTP/3, Uprise maintains a modern and scalable platform, highlighting potential for collaborations that leverage cutting-edge technology to enhance financial product offerings.

Market Differentiation As a relatively new player founded in 2021 and debuting at FinovateFall 2023, Uprise is positioned as an innovative, growth-driven firm focused on embedded financial services, providing numerous opportunities to differentiate your solutions within a competitive landscape.

Uprise - Embedded Tax and Advisory Tech Stack

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

  • Bing Ads
    Advertising Networks
  • Facebook Pixel
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Emotion
    Javascript Frameworks
  • Justworks
    Payroll Management And Benefits Administration
  • X-XSS-Protection
    Security
  • HSTS
    Security
  • Google Analytics
    Web Analytics

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
100%

Frequently Asked Questions

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

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Uprise - 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?

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Uprise - 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?

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Uprise - Embedded Tax and Advisory's NAICS code is 52 - Finance and Insurance.

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

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As of June 2026, Uprise - Embedded Tax and Advisory has approximately 27 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Director Of Ria Partnerships & Planning Strategy: P. E. C.Founding Operations Lead: K. D.Financial Planning Lead: C. P.. Explore Uprise - Embedded Tax and Advisory's employee directory with LeadIQ.

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

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

What technology does Uprise - Embedded Tax and Advisory use?

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Uprise - Embedded Tax and Advisory's tech stack includes Bing AdsFacebook PixelAmazon Web ServicesEmotionJustworksX-XSS-ProtectionHSTSGoogle Analytics.

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

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Uprise - 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?

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As of June 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?

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Uprise - Embedded Tax and Advisory was founded in 2021.

Uprise - Embedded Tax and Advisory

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.

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 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

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