Uprise
Embedded financial and tax planning for businesses.
| Date | Investors | Amount | Round |
|---|---|---|---|
| - | investor investor | €0.0 | round |
| investor investor investor | €0.0 | round | |
| investor investor investor investor | €0.0 | round | |
| investor investor investor | €0.0 | round | |
* | KRW24.0b | Series C | |
| Total Funding | 000k | ||
Uprise is a financial advisory platform headquartered in San Francisco, California, that provides embedded tax and financial planning services for small business owners. The company was co-founded in 2021 by CEO Jessica Chen Riolfi, Chris Goodmacher (Growth), and Nanthakumar Muthusamy (Engineering). The founders' backgrounds, including experiences with immigrant families and single-parent households, inspired their shared vision to improve financial decision-making.
The platform initially launched as a direct-to-consumer application, which was named the #1 personal finance app of the year on Product Hunt. The founders observed that small business owners were their core users and pivoted the company to address the underserved market of SMBs, whose personal and business finances are often intertwined. The service combines AI-driven analytics with guidance from human Certified Financial Planners (CFP®) to deliver holistic advice. Uprise integrates with existing financial products that small businesses already use, such as HR and payroll platforms, allowing owners to access tailored recommendations without switching applications. The platform assists with key business decisions like legal registration, tax savings, payroll setup, and evaluating funding options, while also helping owners with personal wealth management and long-term goals.
Uprise operates on a revenue-share model with financial institutions it partners with, offering a white-labeled solution or API-based customization. This business model aims to increase customer retention and revenue for its platform partners by embedding personalized advisory services directly into their offerings. In 2024, the company secured $3.3 million in a seed funding round led by Blank Ventures, with participation from other firms and angel investors.
Keywords: embedded financial planning, small business advisory, tax planning services, AI financial advice, Certified Financial Planners, SMB financial tools, personal and business finance, wealth management for entrepreneurs, fintech partnerships, API financial services, revenue-share model, startup financial guidance, Jessica Chen Riolfi, Chris Goodmacher, Nanthakumar Muthusamy, tax efficiency, profit distribution, employee benefits advice