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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 operates in FinTech and is based in San Francisco, California. Its latest recorded funding round was a Seed round in October 2024.

Uprise is a fintech company that provides an AI-powered, embedded financial and tax planning platform for small business owners.

Sector

FinTech

Verticals

Wealth Management, Personal Finance, Investment Platforms, API Management

Business Model

B2B2C

Customer Profile

Services & Consulting, Subscription SaaS

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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Uprise Comparables

Compare Uprise with similar companies based on industry and business-model similarity.

Uprise comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Quinn
79%
Additiv
61%
Betterment
60%
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Uprise Funding Rounds

Historical fundraising activity

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

Founding team and executive leadership

Jessica Chen Riolfi

Co-Founder And CEO

Founding Team

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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
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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.

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Uprise Filings

Explore SEC and related filing metadata, where available.

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, so its shares have no public market price. Caplight tracks Uprise's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

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.

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 Blank 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 in Uprise's shares on secondary markets.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range20
Year Founded2021
Last FundingOct 21, 2024

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

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