Uprise - Embedded Tax and Advisory Email Format

Financial ServicesCalifornia, United States11-50 Employees

Uprise is a financial services company focused on modernizing financial advisory and tax planning for small business owners. It works with fintechs and financial institutions to private-brand and embed its advisory and tax services within partner platforms. This approach enables partners to offer integrated financial guidance to their small business customers and to strengthen relationship depth. By embedding the service, partners can drive immediate revenue and increase product usage among their client base.

The company is based in San Francisco, California, and was founded in 2021. Its target market comprises small business owners who engage with fintechs or banks for financial services, with Uprise providing the embedded advisory and tax support they need. A recent development includes a partnership with HoneyBook Inc., expanding Uprise's embedded financial advisory platform.

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