# UPRISE ADVISERS

UPRISE ADVISERS is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** uprise.us
- **LinkedIn:** https://www.linkedin.com/company/join-uprise

## Regulatory record

- **CRD number:** 322959
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322959

## About

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.

## Sectors

- Small business owners and SMB platforms

## People

- 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

## Questions

### What is the investment strategy of UPRISE ADVISERS?

No investment strategy has been publicly disclosed by UPRISE ADVISERS. The entity has no website, no Form ADV filing, and no record of press releases or portfolio company announcements. Its operational posture remains unobservable from primary public sources.

### Who runs investment decisions at UPRISE ADVISERS?

No principals, managing members, or investment committee members are publicly associated with UPRISE ADVISERS. No executive biographies, media profiles, or regulatory filings name any individual responsible for investment decisions at the entity.

### 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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Last updated: 2026-08-11T15:08:22.057Z

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