Uprise - Embedded Financial Advisory
PrivateLast Round
Seed
Oct 21, 2024
Total Funding Raised
$4.7M
Momentum Score
50 /100
Company Overview
Uprise - Embedded Financial Advisory is a fintech company that provides an AI-powered, embedded financial and tax planning platform for small business owners.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Personal Finance, RegTech
Business Model
B2B2C
Customer Profile
Subscription SaaS, Services & Consulting, Revenue Share
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Uprise - Embedded Financial Advisory Comps
Public and private peers based on sector, stage, and business model.
Uprise - Embedded Financial Advisory Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 21, 2024 | ||||
| Pre Seed | Jul 11, 2022 |
Uprise - Embedded Financial Advisory Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Pathlight Ventures | Seed |
| Graham & Walker | Seed |
| Contrary Capital | Pre Seed, Seed |
| Blank Ventures | Seed |
| Dash Fund | Pre Seed, Seed |
| Phenomenal Ventures | Seed |
| CMFG Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 29, 2025
Partnered with business management platform HoneyBook.
- Oct 21, 2024
$3.3M raised in Seed round.
Uprise - Embedded Financial Advisory 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 - Embedded Financial Advisory's valuation, stock price, and market status.
