Insights

Strategic Small Business Focus Uprise specializes in providing embedded financial advisory and tax planning services tailored for small business owners, presenting a prime opportunity for financial institutions and fintechs seeking to deepen their product offerings and customer engagement within this market segment.

Partnership Expansion Opportunities Recent collaboration with HoneyBook indicates strong potential for forming strategic partnerships with business management platforms, enabling offerings that integrate financial advice directly into complementary service ecosystems and open doors to new customer bases.

Growing Market Presence Participation in FinovateFall 2023 and increased visibility suggest Uprise is gaining market traction, making it an attractive partner for firms aiming to enhance their embedded finance capabilities and capitalize on the expanding embedded finance trend.

Funding and Revenue Growth With a current revenue range of 10 to 25 million dollars and recent funding of 3.3 million dollars, Uprise demonstrates a healthy growth trajectory, indicating readiness for strategic collaborations and investment in expanding their services or technology platform.

Technology-Driven Approach Utilizing advanced tech stacks such as AWS, Cloudflare, and JSON-LD, Uprise offers a modern, scalable infrastructure that can seamlessly integrate with client systems, providing sales opportunities for firms seeking cutting-edge embedded financial solutions with robust security and performance.

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?

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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 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?

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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 Facebook PixelAmazon Web ServicesMailchimpJSON-LDNetlifyHSTSCloudflare Bot ManagementHTTP/3.

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 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?

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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 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 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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