About Uprise
We built the advisor we needed in year one
The problem we kept seeing
Our team comes from financial technology, tax software, and SMB customer success. We saw the same pattern repeatedly: small business owners overpaid quarterly taxes, missed retirement contribution windows, or faced cash flow surprises better data could have prevented.
The needed guidance existed, but it sat behind an accountant billing by the hour, often unavailable when an October decision arrived.
Uprise was built to close that gap. We do not replace accountants. We provide planning, quarterly calculations, and forward-looking cash flow and retirement guidance when founders need it.
We launched with Seattle-area sole proprietors in a small private group in late 2023, then opened publicly in 2024. We are three people building something we believe in.
The Team
Three people, one focus
We are a small team with financial technology, data engineering, and SMB customer support backgrounds. No outside investors. No bloat.
Jessica Chen Riolfi
CEO and Co-founder
Jessica has spent more than a decade building financial products for independent business owners. She saw good founders make costly financial mistakes when no trusted advisor was reviewing their numbers. Uprise is the product she wanted to exist.
Marcus Webb
CTO and Co-founder
Marcus brings software and data engineering experience, including event-driven pipelines for high-frequency financial data. He leads accounting integrations, the quarterly estimation model, and the AI layer that turns book data into plain-language action items.
Devon Osei
Head of Customer Success
Devon spent several years in customer success at SMB financial software companies, helping sole proprietors, freelancers, and small teams with bookkeeping and quarterly tax workflows. At Uprise, Devon owns onboarding, support, and the Advisory content program.
How We Work
What guides us
Numbers first, opinions second
Uprise grounds every recommendation in your actual financials, not generalities. When the data points somewhere different from the textbook, we follow the data.
Help when it matters, not reports
Financial guidance matters most two months before a deadline, not two weeks afterward. We focus on the moments when founders need to decide.
Small enough to care
We are bootstrapped and focused on one problem. Without investors urging expansion into adjacent markets, we can make every product decision around more useful guidance for small business owners.
Get Started
Try Uprise free this quarter.
Connect your books to see your first quarterly plan within one business day.