Uprise: Funding, Investors & Team (Oct 2026)
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.
Uprise has raised $3.3M across 1 funding round on record, the most recent a Seed of $3.3M announced in Oct 2024.
That round is below the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Uprise Company Profile and Key Stats
Latest funding round on record: Oct 2024.
Uprise Funding Rounds
Uprise Founders and Leadership Team
Contact details for the Uprise team: 1 of 1 has an email address on file.
Start 14-day free trial →Uprise Funding Compared to Other Financial Services Startups
Uprise's latest round of $3.3M is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Uprise Funding FAQs
What does Uprise do?
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.
How much funding has Uprise raised?
Uprise has raised $3.3M across 1 round on record. The most recent is a Seed of $3.3M announced in Oct 2024.
When did Uprise last raise funding?
Uprise's most recent funding round on record is a Seed of $3.3M, announced in Oct 2024.
Who founded Uprise?
FundedIQ lists Jessica Chen Riolfi (Founder) at Uprise.
Where is Uprise headquartered?
Uprise is based in San Francisco, California, United States.
How many employees does Uprise have?
Uprise is in the 1-10 employee band.
How does Uprise's funding compare to other Financial Services startups?
Uprise's latest round of $3.3M is below the $15M median round size for Financial Services companies on FundedIQ across 5,751 tracked companies over the last two years.
About FundedIQ's Uprise Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Uprise is left off this page rather than filled in.
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