Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact
Login Book a demo
UPTIQ logo — The AI Platform for Financial Services. Your processes. Full...

UPTIQ

The AI Platform for Financial Services. Your processes. Fully managed by intelligent, autonomous agents.

Founded 2022 United States Mckinney, United States 144 employees Seed Total: $12.00M Financial Services, Fintech +2

General Information

Company Name UPTIQ
Founded Year 2022
Location United States Mckinney, United States
Employees 144
Industries Financial Services, Fintech, Lending and Investments +1
Funding Stage Seed
Business Model B2B, SaaS, Platform
Revenue Model Subscription, Usage Based, Service Fee
Social

BounceWatch is an independent company data service, not affiliated with UPTIQ. To contact UPTIQ, visit uptiq.ai.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

How does UPTIQ compare?

A PDF of UPTIQ and up to 10 competitors you pick: team, funding, traffic and every dated move of the last 90 days. Each company is re-checked on the day you order, so it is current.

See a sample report

This takes a few seconds: we look beyond our own index too.

Meeting UPTIQ soon?

A one-page PDF brief: what it does, key facts, the last 90 days of dated moves and questions worth asking. Re-checked on the day you order. See a sample

About UPTIQ

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.

Business keywords: AI Platform, Autonomous Agents, Operational Efficiency, Client Experience, Regulated Industries, Transaction Processing, Equity Funding, Wealth Management, Loan Origination, Financial Advisors, Investment Solutions, Business Scalability

Services & Products

AI Agents for Financial Workflows
Lending Agent Solutions
Digital Banking Transformations
Wealth Management Enhancements
Qore Platform
Agents Unlimited Custom Solutions
Risk Alerts and Compliance Tools
Real-time Portfolio Analysis

Target Customers

Banks Credit Unions Fintech Companies Non-Bank Lenders Equipment Finance Firms Wealth Management Institutions Commercial Borrowers Small and Medium Businesses (SMBs)

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round Undisclosed 1
BAT VC
BAT VC
01 Jan 2023
Seed Round $12.00M 8
EPIC Ventures Ulu Ventures Greycroft
EPIC Ventures, Ulu Ventures +6
04 Jan 2022

UPTIQ Alternatives & Competitors

View All Alternatives
UPTIQ vs
Finastra
Finastra United Kingdom

Innovating Finance Together

Debt Financing
12504 employees
Financial Services, Fintech
UPTIQ vs
ClearBank
ClearBank United Kingdom

The bank built for game changers

Growth
770 employees
Financial Services, Fintech
UPTIQ vs
kwiper
kwiper France

kwiper vous accompagne pour développer de nouvelles missions de conseil patrimonial à vos clients.

3 employees
Finance, Financial Services
View all alternatives

FAQ About UPTIQ

The AI Platform for Financial Services. Your processes. Fully managed by intelligent, autonomous agents.
UPTIQ was founded in 2022.
UPTIQ is headquartered in Mckinney, United States.
UPTIQ operates in Financial Services, Fintech, Lending and Investments and Wealth Management. Its work centres on AI Platform, Autonomous Agents, Operational Efficiency and Client Experience. Its customers include Banks, Credit Unions and Fintech Companies.
UPTIQ has a B2B, SaaS and Platform business model. Its revenue comes from Subscription, Usage Based and Service Fee.
UPTIQ has approximately 144 employees.
UPTIQ has completed 2 funding rounds, raising a total of $12.00M. The latest funding stage is Seed.
UPTIQ offers: AI Agents for Financial Workflows, Lending Agent Solutions, Digital Banking Transformations, Wealth Management Enhancements, Qore Platform, Agents Unlimited Custom Solutions, Risk Alerts and Compliance Tools, Real-time Portfolio Analysis.
Top alternatives and competitors to UPTIQ include Finastra, ClearBank, kwiper, Fimple, Architecht. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
UPTIQ and Finastra are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for UPTIQ, https://bouncewatch.com/company/uptiq, updated 8 March 2026. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Book a demo 30 minutes