Uprise
PrivateLast Round
Seed
Oct 21, 2024
Total Funding Raised
$4.7M
Company Overview
Uprise is a financial advisory platform based in San Francisco that provides embedded tax and financial planning services for small business owners. The company's service integrates into financial products already used by businesses, such as HR and tax platforms, to offer tailored recommendations using a combination of AI and human financial advisors. Initially launched in 2022 as a direct-to-consumer personal finance application, the company pivoted its focus to serve the needs of small business owners, who became its core users. The platform helps business owners with decisions like legal registration, tax savings, payroll setup, and evaluating funding options. The legal entity is Ontrail, Inc., which does business as Uprise.
Sector
Enterprise Software
Verticals
Vertical SaaS, EHR & EMR, Revenue Cycle, Telemedicine, Patient Engagement
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Uprise Comps
Public and private peers based on sector, stage, and business model.
Uprise Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 21, 2024 | ||||
| Pre Seed | Jul 11, 2022 |
Uprise Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Pathlight Ventures | Seed |
| Graham & Walker | Seed |
| Contrary Capital | Pre Seed, Seed |
| Dash Fund | Pre Seed, Seed |
| Phenomenal Ventures | Seed |
| CMFG Ventures | Seed |
| Hustle Fund | Pre Seed, Seed |
Uprise Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Uprise's valuation, stock price, and market status.
