# Uprise - Embedded Tax and Advisory

> Uprise is a San Francisco fintech that embeds full-service tax filing and financial advisory into the SaaS platforms small business owners already use. Its model pairs AI-generated first drafts with review from Certified Financial Planners and tax professionals held to a fiduciary standard, letting partners like Rippling, Carry, Heard and HoneyBook launch white-labeled, premium tax-and-advisory services in weeks rather than years.

- **Founded:** 2021
- **Headquarters:** San Francisco, California, United States
- **Founders:** Jessica Chen Riolfi (Co-Founder & CEO), Chris Goodmacher (Co-Founder), Nanthakumar Muthusamy (Co-Founder & Head of Engineering)
- **Team size:** ~24-27 employees
- **Products:** Embedded Tax Filing, Financial Advisory, White-Label Solution, API Integration, AI-Assisted Recommendations
- **Notable:** Raised $4.7M total across pre-seed and seed rounds, Signed marquee partners including Rippling, Carry, Heard and HoneyBook, 100% of HoneyBook pilot members rated the experience 10/10

## Products & services

- **Embedded Tax Filing** — Full-service tax preparation and filing delivered inside partner SaaS platforms, with year-round strategy, quarterly estimate support, and coverage of new tax legislation.
- **Financial Advisory** — Guidance from Certified Financial Planners held to a fiduciary standard, covering retirement, estate planning, LLC formation, and portfolio decisions across business and personal finances.
- **White-Label Solution** — Private-branded tax-and-advisory experience partners can launch in weeks under their own brand.
- **API Integration** — Developer-friendly API that lets financial platforms embed Uprise's advisory and tax engine into existing workflows with custom configuration.
- **AI-Assisted Recommendations** — AI generates a first draft of financial recommendations using company and platform data; human advisors review and customize before anything reaches the customer.

## Achievements

- Raised $4.7M total across pre-seed and seed rounds
- Signed marquee partners including Rippling, Carry, Heard and HoneyBook
- 100% of HoneyBook pilot members rated the experience 10/10
- Partners report 66%+ increases in revenue per user
- Backed by founders and execs from SoFi, Gusto, Stripe, Robinhood, Plaid, Toast and Wise

## Latest updates

- **2025-12** — Announced partnership with HoneyBook to power HoneyBook Tax & Advisory for small business members.
- **2024-10** — Closed $3.3M seed round led by Blank Ventures and completed full launch of the embedded tax and advisory platform.
- **2023** — Ran beta with five partner customers before general availability.

## Links

- Website: https://uprise.us
- LinkedIn: https://www.linkedin.com/company/join-uprise

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Profile page: https://yespress.io/uprise-embedded-tax-and-advisory
Published by YesPress — https://yespress.io
Last updated: 2026-07-02