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UPRISE ADVISERS
Uprise Advisers LLC is a registered investment adviser and wholly owned subsidiary of Ontrail, Inc. (dba Uprise). It provides investment advisory and...
Overview
Uprise Advisers LLC is a registered investment adviser and wholly owned subsidiary of Ontrail, Inc. (dba Uprise). It provides investment advisory and financial planning including advice regarding securities. The firm offers embedded tax and advisory services for SMB platforms and holistic guidance for small business owners whose business and personal finances are inseparable.
General information
Firm type
Asset Manager
Year founded
2021
Principals
Jessica
Co-founder / CEO
Chris
Co-founder / Growth
Nantha
Co-founder / Engineering
Caroline
CFP®, Financial planning
Patrick
CFP®, Financial planning
Rohan
Engineering
Sean
Partnerships
Devashi
Engineering
Fret
Assistant
Sector focus
Frequently asked questions
Does UPRISE ADVISERS have any known portfolio companies?
No portfolio companies, direct investments, or fund commitments have been linked to UPRISE ADVISERS in public record. The entity has not self-reported any investment activity, and no private company lists it as an investor.
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