UPTIQ
Highly Engaged Employees
Highly Engaged EmployeesFinancial 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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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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UPTIQ is experiencing very low activity levels compared to other companies in the Software sector.
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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
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Funding
Funding
Person-Based
Funding
Funding
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UPTIQ has shown an interest in procuring solutions related to authoring and publishing such as Whimsical.
Digital Marketing, Spending/Investment, Content Management
Person-Based
UPTIQ News & Media
Uptiq.ai Raises $12 Million to Build the Future of AI Infrastructure for Financial Services
DALLAS, October 28, 2025--Uptiq.ai, the leader in AI infrastructure for financial services, today announced that it has raised $12 million in a new funding round led by Silverton Partners. Live Oak Venture Partners, Tau Ventures, First Capital and Green Visor Capital participated in the round.Uptiq Launches AI Workbench Developer Edition to Power AI Agents for Financial Services
DALLAS--(BUSINESS WIRE)--Uptiq proudly announces the launch of the Developer Edition of the AI Workbench, a cutting-edge platform designed to empower developers in creating AI Agents and Agentic applications for the financial services industry. This new release offers low-code/no-code tools, an LLM-agnostic framework, and enterprise-grade security to accelerate AI innovation in banking, wealth management, and lending. Transforming Financial Services with AI Agents The AI Workbench Developer EdiUptiq.AI Announces Acquisition of UpSwot to Bolster Enterprise AI Platform with Advanced Data Integration Capabilities
DALLAS--(BUSINESS WIRE)--Uptiq acquires UpSwot to enhance its AI platform, adding advanced data integration for financial institutions to unlock actionable insights.Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry
DALLAS--(BUSINESS WIRE)--Uptiq, a leader in AI-driven financial solutions, is proud to announce the launch of its new, vertically integrated Uptiq AI Workbench, designed to transform how banks, credit unions, and wealth management will deliver AI-First experiences to their clients. Deployed in over 350 financial institutions including large, highly regulated financial services firms such as Focus Financial Partners, UPTIQ AI has processed over $1 billion in loans, proving its reliability and ef
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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
