UPTIQ
Financial Software · Texas, United States · 51-200 Employees
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Overview
Headquarters
7300 State Hwy 121 Ste 300, Mc Kinney, T...Website
www.uptiq.aiRevenue
$16.4 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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1
1
About UPTIQ
At UPTIQ, the company believes that the financial industry can and should do better. That's why we've made it the company's mission to empower financial advisors with cutting-edge technology and innovative solutions that enable them to better serve their clients and drive long-term success. The company's core values are at the heart of everything the company do, guiding the company's approach to innovation, client success, and the pursuit of excellence.Explore more
UPTIQ Org Chart
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Company Profile Activity
Activity Insights
UPTIQ is experiencing very low activity levels compared to other companies in the Software sector.
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UPTIQ is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about UPTIQ.
UPTIQ financials insights
Gather financial insights about UPTIQ, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2022
Seed
$12M
2026
Series B
$25M
UPTIQ Tech Stack
A closer look at the technologies used by UPTIQ
Most Recent Scoops
Funding
Funding
Person-Based
Funding
Funding
Project
UPTIQ has shown an interest in procuring solutions related to authoring and publishing such as Whimsical.
Digital Marketing, Spending/Investment, Content Management
Person-Based
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Frequently Asked Questions Regarding UPTIQ
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At UPTIQ, the company believes that the financial industry can and should do better. That's why we've made it the company's mission to empower financial advisors with cutting-edge technology and innovative solutions that enable them to better serve their clients and drive long-term success. The company's core values are at the heart of everything t... Read More
