Uprise
ProviderEmbedded-finance supplier tracked in the Embedded Finance Index — no company has publicly disclosed it yet. Filed under Fintech / SMB banking.
Buyersnone disclosed yet
HeadquartersSan Francisco, California, United States
Founded2021
FoundersJessica (Co-founder / CEO), Chris (Co-founder / Growth), Nantha (Co-founder / Engineering)
Raised$3.3M
Founders & story · from Uprise’s own dossier
Founded in 2021 as Ontrail, Inc. doing business as Uprise, the company initially focused on direct-to-consumer financial planning for small business owners. It evolved into an embedded B2B2C model, white-labeling and API-enabling its tax filing and CFP®-led advisory services for SMB fintech platforms (e.g. Bluevine). The strategic pivot — from selling to individual business owners to selling infrastructure to platforms — positions Uprise as the 'embedded financial advisory layer' for neobanks and vertical SaaS tools serving SMBs.
Recent developments
- 2026-02Uprise published an updated Privacy Policy (February 5, 2026) covering both Ontrail, Inc. and Uprise Advisers LLC under Regulation S-P. source ↗
Who uses Uprise
No disclosed buyers yet — no dossier in the Index names Uprise in its stack so far
The complete buyer list is not published on this page.
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What Uprise runs on · from its own dossier
The third-party providers Uprise itself discloses, layer by layer — the vendor as a buyer. Distinct from the companies above that disclose Uprise.
Uprise — frequently asked
Who founded Uprise?
Uprise was founded by Jessica (Co-founder / CEO), Chris (Co-founder / Growth) and Nantha (Co-founder / Engineering) and is founded in 2021, headquartered in San Francisco, California, United States.
How much funding has Uprise raised?
Uprise has raised $3.3M in total.
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