Mckinney, United States
UPTIQ, founded in 2022, is at the forefront of revolutionizing financial services with its enterprise-ready AI Platform. Guided by the slogan, “The AI Platform for Financial Services. Your processes. Fully managed by intelligent, autonomous agents,” the company is committed to modernizing workflows in highly regulated industries.
With significant traction in the market, UPTIQ has partnered with over 140 financial institutions, including well-known entities like Focus Financial Partners, Orion, Broadridge, and TransPecos Banks. The platform has successfully processed over $1 billion in transactions, highlighting its robustness and capability.
In terms of funding, UPTIQ has secured more than $23M in equity. A significant milestone was its last investment, a Seed Round on 01 January 2023, led by BAT VC. Positioned within the Financial Services, Fintech, Lending and Investments, and Wealth Management sectors, UPTIQ exemplifies leadership and innovation in using AI to drive superior financial outcomes and client experiences.
