San Francisco, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$0
ClientsTotal clients
32
AdvisorsAdvisors at this office
2
Of 4 advisors across 3 offices
Location
548 Market Street, Pmb 48325
San Francisco CA 94104
Advisors at this office
2
Advisors at this office
Christopher G
Series 65
San Francisco, CA
Uprise Advisers LLC
Christopher Goodmacher is a financial advisor at Uprise Advisers LLC with three years of industry experience. He holds a Series 65 designation and is the co-founder of Ontrail, Inc. Additionally, he operates a small business selling ebooks about college admissions. Uprise Advisers LLC provides financial planning services primarily to individual clients through its website and mobile application, focusing on asynchronous consultation without offering investment management or custody. The firm employs modern portfolio theory in its planning process and operates on fixed pricing models, including a Strategic Partner Program that enables third-party companies to provide planning access for their users.
Jessica C
Series 65
San Francisco, CA
Uprise Advisers LLC
Jessica Chen is a financial advisor at Uprise Advisers LLC with three years of industry experience. She holds a Series 65 designation and is also the Co-Founder and CEO of Ontrail, Inc. Outside of her advisory role, she owns and manages a carsharing business on the Turo platform. Uprise Advisers LLC provides financial planning services primarily to individual clients through an online platform, focusing on securities allocation strategies and tailored recommendations without offering investment management or custody. The firm operates on fixed pricing and features a Strategic Partner Program as well as a Trust Investment Advisory service for illiquid startup equity.
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