Company

Uprise - Embedded Financial Advisory

Financial Services San Francisco, California, United States 15 employees

Employees: 15
Contacts: 3
Emails: 3
Phones: 2

uprise.us LinkedIn Crunchbase

Uprise - Embedded Financial Advisory Overview

Headquarters: San Francisco, California, United States
Website: uprise.us
Industry: Financial Services
Employees: 15
Founded: 2021
Funding: 3.3M
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

San Francisco

About Uprise - Embedded Financial Advisory

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.

Uprise - Embedded Financial Advisory Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Uprise - Embedded Financial Advisory Org Chart

Sample employees and titles

Name	Title	Location	Contact
Raman Singh, Cfp®	Retirement & Tax Strategist - Flat-fee	Phoenix, Arizona, United States	Email
Jessica Chen Riolfi	Co-founder and CEO at Uprise	Las Vegas, Nevada, United States	Email Phone
Rachel Lawrence, Cfp®, Msfp	Thoughtful Finance and Tech for Those	Greater Boston, United States	Email Phone
Chris Goodmacher	Co-founder at Uprise. Ex		View