Company
Uptiq
The AI Platform for Financial Services
Also known as UPTIQ, Inc.
- Status
- Operatingas of 2026-09-17
- Business model
- B2B
- Headquarters
- Austin, Texas, United States
- Customers
- Banks, Credit Unions, Non-Bank Lenders, Equipment Finance, Wealth Firms
- Legal name
- UPTIQ, Inc.
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Record updated 28 September 2026
About
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 agentic apps and an innovative AI Workbench that enables institutions to adapt and scale with evolving business needs.
Funding snapshot
- Total raised
- $21MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $21M2024-10-11
Funding rounds
- Round, 2024
- $21M2024-10-11, SEC form D sold, 32 investors
Products
- Web
- Qore AI Platform
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