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Uprise - Embedded Financial Advisory

Uprise - Embedded Financial Advisory Email Formats

Financial ServicesFlag of USSan Francisco, California, United States11-20 Employees

Uprise - Embedded Financial Advisory Email Formats

Uprise - Embedded Financial Advisory uses 2 email formats. The most common is {first initial} (e.g., j@uprise.us), used 77.8% of the time.

FormatExamplePercentage
{first initial}
j@uprise.us
77.8%
{first name}
john@uprise.us
22.2%

Key Contacts at Uprise - Embedded Financial Advisory

Flag of US

Jessica Chen Riolfi

Co-Founder And Ceo

Flag of US

Chris Goodmacher

Co-Founder

Flag of US

Nanthakumar Muthusamy

Co-Founder And Head Of Engineering

Company overview

HeadquartersSan Francisco, California, United States
Website
NAICS52
Founded2021
Employees11-20
Socials

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.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Founder/Owner
Manager

Employees by Department

Uprise - Embedded Financial Advisory has 9 employees across 5 departments.

Departments

Number of employees

Funding Data

Explore Uprise - Embedded Financial Advisory's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2022-08-112$1,400,000
2024-11-213$3,300,000

Funding Insights

$4,700,000

Total funding amount

$3,300,000

Most recent funding amount

2

Number of funding rounds

Uprise - Embedded Financial Advisory Tech Stack

Discover the technologies and tools that power Uprise - Embedded Financial Advisory's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Google Workspace

Email

Google Tag Manager

Google Tag Manager

Tag managers

HSTS

HSTS

Security

Facebook Pixel

Facebook Pixel

Analytics

React

React

JavaScript frameworks

core-js

core-js

JavaScript libraries

MailChimp

MailChimp

Email

web-vitals

web-vitals

JavaScript libraries

Intercom

Intercom

CRM

Netlify

Netlify

CDN

Gatsby

Gatsby

JavaScript frameworks

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Uprise - Embedded Financial Advisory is located in San Francisco, California, US.
Uprise - Embedded Financial Advisory was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.
Uprise - Embedded Financial Advisory has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.
Uprise - Embedded Financial Advisory has raised a total of $4,700,000 across 2 funding rounds. This investment has helped the company grow and expand its operations.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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