Uprise
PrivateLast Round
Seed
Oct 21, 2024
Total Funding Raised
$4.7M
Company Overview
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, Vertical SaaS, Investment Platforms
Business Model
B2B2C
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Uprise Comparables
Compare Uprise with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Quinn | 79% | |
| Additiv | 61% | |
| Betterment | 60% |
Uprise Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Oct 21, 2024 | ||||
| Pre Seed | Jul 11, 2022 |
Uprise Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Pathlight Ventures | Seed |
| Graham & Walker | Seed |
| Contrary Capital | Pre Seed, Seed |
| Blank Ventures | Seed |
| Dash Fund | Pre Seed, Seed |
| Phenomenal Ventures | Seed |
| CMFG Ventures | Seed |
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.
Uprise Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Uprise's valuation, stock price, and market status.
Is Uprise - Embedded Financial Advisory a public or private company?
Uprise - Embedded Financial Advisory is a private company.
What is the current stock price of Uprise - Embedded Financial Advisory?
Uprise - Embedded Financial Advisory is a private company with no public stock price. No recent secondary market data is available.
How much is Uprise - Embedded Financial Advisory worth (valuation)?
Valuation information for Uprise - Embedded Financial Advisory is not publicly available.
Can I buy Uprise - Embedded Financial Advisory stock?
Uprise - Embedded Financial Advisory shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Uprise - Embedded Financial Advisory's last funding round?
Uprise - Embedded Financial Advisory's most recent funding round was Seed on October 21, 2024.
Who are the main investors in Uprise - Embedded Financial Advisory?
Key investors in Uprise - Embedded Financial Advisory include Blank Ventures.
Will Uprise - Embedded Financial Advisory IPO soon?
No public IPO plans have been announced for Uprise - Embedded Financial Advisory.
How can I track Uprise - Embedded Financial Advisory secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Uprise - Embedded Financial Advisory's secondary market activity and sign up for updates.