Profile
Rise Financial is a Santa Cruz–based Certified B Corporation reimagining corporate finance with a focus on sustainability, transparency, and long-term impact. Specializing in outsourced CFO services and financial strategy for purpose-driven organizations, Rise helps mission-aligned businesses scale responsibly while staying true to their values.
Guided by its Sustainability and Core Values, Rise integrates environmental, social, and governance (ESG) principles into every engagement—ensuring that financial decisions strengthen both organizational health and community well-being. The firm partners with companies across industries that are redefining success beyond profit, helping them measure and manage impact alongside growth.
As a B Corp, Rise Financial upholds the highest standards of accountability and ethics, from empowering diverse teams to minimizing its own environmental footprint. Their belief is simple: when finance is rooted in purpose, prosperity becomes more inclusive and enduring.
Rise Financial is proving that good business and good stewardship are not opposites—they rise together.
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