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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

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Uprise filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is Uprise a public or private company?

Uprise is a private company.

What is the current stock price of Uprise?

Uprise is a private company with no public stock price. No recent secondary market data is available.

How much is Uprise worth (valuation)?

Valuation information for Uprise is not publicly available.

Can I buy Uprise stock?

Uprise shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Uprise's last funding round?

Uprise's most recent funding round was Seed on October 21, 2024.

Who are the main investors in Uprise?

Key investors in Uprise include Pathlight Ventures, Graham & Walker, Contrary Capital, Dash Fund, Phenomenal Ventures.

Will Uprise IPO soon?

No public IPO plans have been announced for Uprise.

How can I track Uprise secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Uprise's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersSan Francisco, California
Year Founded2021
Last FundingOct 21, 2024

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