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Uprise

Uprise

Private
San Francisco, CaliforniaFinTechhttps://uprise.us/

Last Round

Seed

Oct 21, 2024

Total Funding Raised

$4.7M

Company Overview

Uprise is a fintech company that provides an embedded financial advisory platform for small business owners, integrating tax and financial planning services into existing business software.

Sector

FinTech

Verticals

Personal Finance, Wealth Management, Accounting & Expense, Vertical SaaS

Business Model

B2B2C

Customer Profile

Services & Consulting, Subscription SaaS

AI Layer

Application

Keywords

embedded financefinancial advisorytax planningB2B2Cfintech APIwealth techcash flow managementautomated tax filingvertical SaaSAI financial advisorrobo-advisorhuman-in-the-loop AISMB softwareinvestment strategy

Historical Pricing

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Caplight Momentum Score

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Uprise Comparables

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Uprise comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
AnyTax
65%
Lettuce
64%
Intuit
62%

Uprise Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedOct 21, 2024
Pre SeedJul 11, 2022

Uprise Investors

Notable investors and investment history

Uprise investors
InvestorRounds
Pathlight VenturesSeed
Graham & WalkerSeed
Contrary CapitalPre Seed, Seed
Blank VenturesSeed
Dash FundPre Seed, Seed
Phenomenal VenturesSeed
CMFG VenturesSeed

Uprise Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Uprise Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Uprise's valuation, stock price, and market status.

Firmographic Details

HeadquartersSan Francisco, California
Year Founded2021
Last FundingOct 21, 2024

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