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 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 Tax and Advisory employees' phone numbers or email addresses

Uprise - Embedded Tax and Advisory Global Highlights

North America
22

United States Of America
22

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
R. L.
Advisor
Mobile Phone
Email
D. S.
Tax Preparer
Mobile Phone
Email
T. P. B.
Advisor
Mobile Phone
Email
D. Z.
Certified Financial Planner
Mobile Phone
Email
R. S.
Small Business Consultant
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
Apr 17, 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
R. L.
Advisor
Mobile Phone
Email
United StatesMassachusetts
Apr 15, 2026
D. S.
Tax Preparer
Mobile Phone
Email
United StatesMississippi
Apr 16, 2026
T. P. B.
Advisor
Mobile Phone
Email
Apr 15, 2026
D. Z.
Certified Financial Planner
Mobile Phone
Email
United StatesArizona
Apr 07, 2026
R. S.
Small Business Consultant
Mobile Phone
Email
United StatesArizona
Apr 15, 2026
R. M.
Software Engineer
Mobile Phone
Email
United StatesTennessee
Apr 13, 2026
S. H.
Agriculture Advisor
Mobile Phone
Email
United StatesKentucky
Apr 15, 2026

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 24 employees as of April 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 April 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.
Advisor: R. L.
Tax Preparer: D. S.

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