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Uprise

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Categories: Investment Management
Services: Wealth Management
Trust & Estate Planning
Investment Management
Summary:
San Francisco, California
Company size: 1-10
AUM: Up to $2B

Uprise is an SEC-registered investment adviser based in San Francisco founded in 2021. Uprise partners with fintech and financial institutionals to private -brand and embed financial advisory and tax planning services for small business owners.

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