Uptiq

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Founded by industry veterans, Uptiq is the enterprise-ready AI platform purpose-built to modernize financial services workflows. With deep domain expertise, our sophisticated AI powers a unified solution that enhances operational efficiency and maximizes team capacity, driving superior outcomes through a better client experience. Uptiq delivers rapid results through easily deployable AI agents and an innovative AI Workbench that enables institutions to adapt and scale with evolving business needs. Trusted by over 140 financial institutions, including Focus Financial Partners, Orion, Broadridge, and TransPecos Banks, Uptiq is the proven AI partner for highly regulated industries. With over $1 billion in transactions processed and more than $23M in equity funding, Uptiq isn’t just shaping the future of AI in financial services — it’s leading it.

Company Details

Employees
75
Founded
-
Address
7300 Tx-121, Mckinney,texas 75070,united States
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
McKinney, Texas
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News

Uptiq.ai Raises $12 Million - citybiz

Uptiq.ai Raises $12 Million citybiz

Uptiq.ai raises $12 million to build the future of AI infrastructure for financial services - MarketScreener

Uptiq.ai raises $12 million to build the future of AI infrastructure for financial services MarketScreener

Uptiq Unveils Qore at Money20/20: The AI Platform That Turns Financial Services Teams Into Builders - Business Wire

Uptiq Unveils Qore at Money20/20: The AI Platform That Turns Financial Services Teams Into Builders Business Wire

Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions - PR Newswire

Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions PR Newswire

Uptiq Announces Strategic Partnership with Broadridge - Finovate

Uptiq Announces Strategic Partnership with Broadridge Finovate

Broadridge makes strategic move into AI-driven wealth lending - InvestmentNews

Broadridge makes strategic move into AI-driven wealth lending InvestmentNews

Uptiq.AI acquires financial data integration fintech UpSwot for undisclosed sum - FinTech Futures

Uptiq.AI acquires financial data integration fintech UpSwot for undisclosed sum FinTech Futures

Broadridge Partners with Uptiq, Takes a Minority Stake in the Financial Services AI Platform - LeapRate

Broadridge Partners with Uptiq, Takes a Minority Stake in the Financial Services AI Platform LeapRate

Plano-Based Uptiq.AI Acquires UpSwot to Bolster Enterprise AI Platform - Dallas Innovates

Plano-Based Uptiq.AI Acquires UpSwot to Bolster Enterprise AI Platform Dallas Innovates

Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry - FinTech Futures

Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry FinTech Futures

Uptiq Launches AI Workbench Developer Edition to Power AI Agents for Financial Services - Business Wire

Uptiq Launches AI Workbench Developer Edition to Power AI Agents for Financial Services Business Wire

Uptiq.AI Acquires Data Integration Company UpSwot - Finovate

Uptiq.AI Acquires Data Integration Company UpSwot Finovate

New York-Based BAT VC Announces India Entry With $100 Million AI-focused Fund II - Free Press Journal

New York-Based BAT VC Announces India Entry With $100 Million AI-focused Fund II Free Press Journal

Uptiq launches new enterprise AI platform for wealth managers, banks - Private Banker International

Uptiq launches new enterprise AI platform for wealth managers, banks Private Banker International

UPTIQ Expands its Reach to 3,200 Advisors with Strategic Acquisition of Focus Treasury and Credit Solutions - FinTech Futures

UPTIQ Expands its Reach to 3,200 Advisors with Strategic Acquisition of Focus Treasury and Credit Solutions FinTech Futures

Uptiq.AI Announces Acquisition of UpSwot to Bolster Enterprise AI Platform with Advanced Data Integration Capabilities - Business Wire

Uptiq.AI Announces Acquisition of UpSwot to Bolster Enterprise AI Platform with Advanced Data Integration Capabilities Business Wire

AI Agent Services That Can Revolutionize Client Operations - SmartAsset.com

AI Agent Services That Can Revolutionize Client Operations SmartAsset.com

Plano Fintech UPTIQ Acquires Focus Treasury and Credit Solutions - Dallas Innovates

Plano Fintech UPTIQ Acquires Focus Treasury and Credit Solutions Dallas Innovates

Focus Financial Partners Chooses UPTIQ to Accelerate Advisor Lending - The Digital Banker

Focus Financial Partners Chooses UPTIQ to Accelerate Advisor Lending The Digital Banker

Alpha Modus Holdings, Inc. (NASDAQ: AMOD) To Launch - GlobeNewswire

Alpha Modus Holdings, Inc. (NASDAQ: AMOD) To Launch GlobeNewswire

Alpha Modus (NASDAQ: AMOD) partners with Uptiq; AlphaCash rollout to begin this quarter - Stock Titan

Alpha Modus (NASDAQ: AMOD) partners with Uptiq; AlphaCash rollout to begin this quarter Stock Titan

Cion Digital Announces New Name: UPTIQ - PR Newswire

Cion Digital Announces New Name: UPTIQ PR Newswire

BAT VC Launches $100M Fund to Fuel Indo-U.S. AI and SaaS Startups - AsiaTechDaily

BAT VC Launches $100M Fund to Fuel Indo-U.S. AI and SaaS Startups AsiaTechDaily

New York's BAT VC Taps into India's 'Golden Era' of AI with USD 100 Mn Investment Plan - Entrepreneur

New York's BAT VC Taps into India's 'Golden Era' of AI with USD 100 Mn Investment Plan Entrepreneur

Financial Intelligence Platform Provider Cion Digital Rebrands as UPTIQ - Finovate

Financial Intelligence Platform Provider Cion Digital Rebrands as UPTIQ Finovate

New York-based BAT VC Enters India, Introduces $100 Mn AI-focused Fund II - BW Disrupt

New York-based BAT VC Enters India, Introduces $100 Mn AI-focused Fund II BW Disrupt

New York-based BAT VC to invest $100 million in Indian AI startups - YourStory.com

New York-based BAT VC to invest $100 million in Indian AI startups YourStory.com

BAT VC announces $100 Mn fund to back Indo-US startups - Entrackr

BAT VC announces $100 Mn fund to back Indo-US startups Entrackr

Ex-X India Head Manish Maheshwari’s BAT VC Launches $100 Mn Fund to Back Early-Stage Indian Startups - Indian Startup Times

Ex-X India Head Manish Maheshwari’s BAT VC Launches $100 Mn Fund to Back Early-Stage Indian Startups Indian Startup Times

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