Uprise - Embedded Financial Advisory

We’re hiring a Full-Stack Software Engineer! Uprise helps small business owners navigate their biggest financial decisions. We embed tax and financial guidance directly into the platforms they already use, making it easier to stay on top of cash flow, taxes, and long-term planning. Join us as we scale. Apply below ???

We sometimes hear from prospective partners - ‘we just want to help our customers on business finances.’ But if you work with small business owners, you’ll quickly realize they don’t - and can’t - separate their business and personal finances. Neither should you. Our CEO, Jessica Chen Riolfi, explains why in conversation with Gavin Savage on The Vertical SaaS Podcast. Full podcast in the comment below.

Financial advice is a delicate balance between trust and transparency. But when done right, it can be a powerful tool for building wealth. Elizabeth Coston McCluskey shares how wealthtech is reshaping the budgeting experience, introducing innovative features like rewards and targeting businesses not just individuals. It's all about making financial tools more tailored, accessible and impactful. Checkout the feature in The Fintech Times to explore how portfolio companies like Uprise - Embedded Financial Advisory, Debbie and Frich Money are pushing the boundaries of what's possible in financial planning, empowering both businesses and consumers to optimize their finances with confidence. ?? Read the full article here - https://lnkd.in/gX6vtmEt

Top 10 pre-seed to Series A funding rounds of the week: ? Fintech ? ?? 1. Azura, a startup that allows users to trade digital assets across multiple blockchains, raised a $6.9 million seed round. → Investors: Initialized Capital and others → Founded by: Jackson Denka ?? 2. Uprise - Embedded Financial Advisory, an embedded financial advisory platform tailored for small businesses, raised a $3.3 million seed round. → Investors: Blank Ventures and others → Founded by: Jessica Chen Riolfi and Chris Goodmacher ?? 3. Ned, a startup automating the entire loan process for SMBs from application to repayment, allowing lenders to qualify borrowers, set repayment terms, and track financial performance, raised a $4.2 million seed round. → Investors: Impression Ventures and others → Founded by: David Silverstein ? Content Creation ? ?? 4. Highnote, an audio collaboration platform that helps musicians, producers, and audio creators streamline their workflow by centralizing communication, feedback, and file sharing in one place, raised a $2.5 million round. → Investors: Dropbox Ventures?and others → Founded by: Jordan Bradley ?? 5. TollBit, a?two-sided marketplace that connects digital publishers with AI companies, allowing publishers to license their content for AI training,?raised a $24 million Series A?round. → Investors: Lightspeed → Founded by: Olivia Joslin and Toshit Panigrahi ?? 6. Passionfroot, a startup helping content creators manage sponsorships and brand collaborations by offering tools for booking, invoicing, and communications, raised a $3.8 million seed round. → Investors: Supernode Global → Founded by: Jennifer Phan and Lorenzo De Nobili ? Security ? ?? 7. Authologic, a digital identity verification platform that consolidates multiple e-ID systems into a single API, raised an $8.2 million Series A. → Investors:?OpenOcean and others → Founded by: Krzysztof Klimczak, Marek Rogozinski, and Jaroslaw Sygitowicz ? Marketing ? ?? 8. Averi,?a marketing management platform that combines generative AI with human experts to help businesses with marketing operations, raised a $2 million pre-seed round. → Investors: Right Side Capital Management?and?others → Founded by: Zack Holland ? LegalTech ? ?? 9. Genie AI, a startup that uses AI to help businesses and law firms quickly generate, edit, and review contracts by automating tasks typically done by junior legal staff, raised a $17.2 million Series A. → Investors: Google Ventures and Khosla Ventures → Founded by: Rafie Faruq and Nitish M. ? Collaboration ? ?? 10. Granola, a collaborative AI?note-taking app,?raised a $20 million?Series A. → Investors: Spark Capital and others → Founded by: Sam Stephenson and Christopher Pedregal ?? ? ? ? PS: If you're new here, I'm Ivelina, head of content at doola and founder of EverythingStartups. #startups #funding #venturecapital #fundraising

Money20/20 starts this weekend. It feels like a reunion. I’ve been in fintech for nearly a decade now, starting at Wise as a rookie. I wanted to transform finance through customer-first product principles. Fintech has grown immensely. New faces, new energy, and a shared mission. Rookies are now leaders, and traditional institutions are evolving alongside us. Grateful to be part of this journey. We’re building toward something great. Can’t wait to see everyone in person, especially: ?? Our amazing partners - the financial and tech companies serving small business owners. Excited to get out from behind Zoom and create magic together! ?? Investors – looking forward to catching up! Always appreciate your thought partnership as we push the boundaries of fintech together. ?? RiseUp & Amplify – thrilled to be giving back this year by speaking on the RiseUp & Amplify stage. This program has changed the face of fintech. Huge thanks to: Samantha Pidoux, Sharon Rivera, and my co-presenter Connie Ochieng. ???? Fintech is Femme – incredibly inspired by my convo with Nicole Casperson yesterday. She and the entire Fintech Is Femme community are kindred spirits who ask, "Who says? Why not me?" There's power in doing things differently than how they've always been done. P.S.?Uprise was featured in the Fintech is Femme newsletter yesterday (check it out in comments). Also Nicole just launched a book! Can’t wait to get my hands on a copy. Safe travels, everyone! Let’s make this an unforgettable event. #m2020 #money2020

Excited to be heading out to Money20/20 Las Vegas 2024 next week! We're building something exciting here at Uprise - Embedded Financial Advisory - looking forward to catching up with our partners and meeting new ones!

Ready for Money20/20? Our team is heading to Las Vegas next week for the conference – we’d love to connect! Be sure to message?Jessica Chen Riolfi and?Sean Kelly for a conversation on the future of embedded financial advisory for solopreneurs & small business owners! #fintech #embeddedfinance #smbs #solopreneurs #money2020

SMBs are the heartbeat of the U.S. economy — they employ nearly half of the American workforce and represent ~44% of GDP. Excited to lead Uprise's seed round and support them on their mission to empower SMBs with smart financial advice.?

We’re excited to announce our $3.3M seed round in TechCrunch! We're here to empower small business owners to make smarter financial decisions by seamlessly embedding financial advisory services into the tools they already use. Whether through banking platforms or SMB tax software, our goal is to provide actionable insights and guidance that help small businesses thrive. We’re proud to partner with companies like Fundera by NerdWallet, Heard, and Carry, who have added Uprise’s 1:1 advisory and tax planning to their offerings. We’re enabling SMB platforms to deliver premium, differentiated experiences that used to only be available to the largest institutions. This has boosted revenue and customer retention, as well as generated millions of dollars in assets added to their platforms. A huge thank you to our incredible investors: Blank Ventures, Pathlight Ventures, TruStage, Dash Fund, Contrary, Phenomenal Ventures, Hustle Fund, Graham & Walker, and all the other amazing fintech leaders on this journey with us. If you’re interested in partnering or learning more about how Uprise can help your small business owner customers, reach out! Check out the full story here: https://lnkd.in/gPGz23nS #Fintech #SmallBusiness #EmbeddedFinance #FinancialAdvisory #Uprise #TechCrunch

We’re excited to announce our $3.3M seed round in TechCrunch! We're here to empower small business owners to make smarter financial decisions by seamlessly embedding financial advisory services into the tools they already use. Whether through banking platforms or SMB tax software, our goal is to provide actionable insights and guidance that help small businesses thrive. We’re proud to partner with companies like Fundera by NerdWallet, Heard, and Carry, who have added Uprise’s 1:1 advisory and tax planning to their offerings. We’re enabling SMB platforms to deliver premium, differentiated experiences that used to only be available to the largest institutions. This has boosted revenue and customer retention, as well as generated millions of dollars in assets added to their platforms. A huge thank you to our incredible investors: Blank Ventures, Pathlight Ventures, TruStage, Dash Fund, Contrary, Phenomenal Ventures, Hustle Fund, Graham & Walker, and all the other amazing fintech leaders on this journey with us. If you’re interested in partnering or learning more about how Uprise can help your small business owner customers, reach out! Check out the full story here: https://lnkd.in/gPGz23nS #Fintech #SmallBusiness #EmbeddedFinance #FinancialAdvisory #Uprise #TechCrunch