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
Supplier profile · 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.
Founders: Jessica (Co-founder / CEO), Chris (Co-founder / Growth), Nantha (Co-founder / Engineering)
Latest round: Seed, 2024
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 and each company’s full embedded-finance stack are in the Embedded Finance Index report. Represent Uprise? This profile opens for claiming as soon as the first company discloses Uprise in its stack — or send us a public customer page and we will add the disclosure.