What departments does Uprise - Embedded Tax and Advisory have?

Uprise - Embedded Tax and Advisory has employees across 5 departments including Operations, Finance, Consultant, Engineering, Accounting.

What is the largest department at Uprise - Embedded Tax and Advisory?

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

Where are Uprise - Embedded Tax and Advisory employees located globally?

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

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

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

Uprise - Embedded Tax and 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 Tax and Advisory Global Highlights

North America
21

United States Of America
21

Asia
3

India
3

Europe
1

Poland
1

Uprise - Embedded Tax and Advisory's Leadership

P. E. C.
Director Of Ria Partnerships & Planning Strategy
Mobile Phone
Email
K. D.
Founding Operations Lead
Mobile Phone
Email
C. P.
Financial Planning Lead
Mobile Phone
Email
D. S.
Tax Preparer
Mobile Phone
Email
T. P. B.
Advisor
Mobile Phone
Email
R. S.
Small Business Consultant
Mobile Phone
Email
R. M.
Software Engineer
Mobile Phone
Email
S. H.
Agriculture Advisor
Mobile Phone
Email

Uprise - Embedded Tax and Advisory Employee Metrics

100%

50%

0%

2026

2025

Consultant
Business
Engineering
Arts & Design
Business Development
Other
Banking

Contact profiles from Uprise - Embedded Tax and Advisory

Name

Title

Contact Info

Location

Last Update

P. E. C.
Director Of Ria Partnerships & Planning Strategy
Mobile Phone
Email
United StatesTennessee
May 20, 2026
K. D.
Founding Operations Lead
Mobile Phone
Email
United StatesArizona
Apr 07, 2026
C. P.
Financial Planning Lead
Mobile Phone
Email
Apr 07, 2026
D. S.
Tax Preparer
Mobile Phone
Email
United StatesMississippi
Apr 16, 2026
T. P. B.
Advisor
Mobile Phone
Email
Apr 15, 2026
R. S.
Small Business Consultant
Mobile Phone
Email
United StatesArizona
May 09, 2026
R. M.
Software Engineer
Mobile Phone
Email
United StatesTennessee
May 28, 2026
S. H.
Agriculture Advisor
Mobile Phone
Email
United StatesKentucky
Apr 15, 2026
M. R.
Tax Accountant
Mobile Phone
Email
United StatesVirginia
Apr 20, 2026
D. G.
Certified Financial Planner
Mobile Phone
Email
Oct 22, 2024

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 27 employees as of June 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 June 2026, Uprise - Embedded Tax and Advisory's key employees include:

Director Of Ria Partnerships & Planning Strategy: P. E. C.
Founding Operations Lead: K. D.
Financial Planning Lead: C. P.
Tax Preparer: D. S.
Advisor: T. P. B.

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Uprise - Embedded Tax and Advisory Employee Directory

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