UPTIQ connects wealth advisors and their clients to a comprehensive set of financial services products, making holistic wealth management a reality. We help advisors protect their AUM, grow their clients wealth and generate additional income. The UPTIQ Financial Intelligence Platform turns investment experts into financial superheroes using data analytics and artificial intelligence to carefully match, curate and fulfill the best financing solutions for their clients, putting decades of financial expertise at their fingertips.
Location: United States
Employees: 11-50
Total raised: $49M
Founded date: 2022
Investors 1
| Date | Name | Website |
| - | BAT VC | bat-vc.com |
Funding Rounds 3
| Date | Series | Amount | Investors |
| 15.02.2026 | Series B | $25M | EPIC Ventu... |
| 29.10.2025 | - | $12M | Silverton ... |
| 03.01.2022 | Seed | $12M | - |
Persons 5
| Date | First Name | Last Name | Title | Location | |||
| - | Taylor | Adkins | - | linkedin.c... | - | t****r@upt... | - |
| - | Sundar | Nagarathna... | Chief Oper... | linkedin.c... | - | s****r@upt... | - |
| - | Michael | W. | Regional S... | linkedin.c... | - | m*****l@up... | - |
| - | Todd | Buck | Executive ... | linkedin.c... | - | t**d@uptiq... | - |
| - | Sneha | Laxmeshwar | Executive ... | linkedin.c... | - | s****l@upt... | - |
Mentions in press and media 15
| Date | Title | Description |
| 17.02.2026 | Uptiq Secures $25M to Fuel Financial AI Expansion | Uptiq, a Dallas-based AI platform purpose-built for financial services, raised $25 million in Series B funding. Curql led the round. The capital targets operational expansion and development efforts. A key focus: scaling the India research ... |
| 15.02.2026 | Uptiq: $25 Million Series B Raised To Scale Industry-Ready Solutions And Launch Qore For Builders | Uptiq, an AI platform purpose-built for financial services, announced it has raised $25 million in Series B funding to accelerate the rollout of its industry-ready AI applications and expand its Qore orchestration platform for developers an... |
| 13.02.2026 | Uptiq Raises $25 Million Series B | DALLAS, TX, Uptiq, the AI platform purpose-built for financial services, announced it has raised $25 million in Series B funding. >> Click here for more funding data on Uptiq.ai >> To export Uptiq.ai funding data to PDF and Exc... |
| 13.02.2026 | Uptiq raises $25M in Series B funding, plans expansion of India research hub | AI platform Uptiq has raised $25 million in a Series B funding round led by Curql, with participation from multiple institutional investors, as the company looks to expand its artificial intelligence research and engineering operations in I... |
| 13.02.2026 | Uptiq Raises $25M to Add AI Agents to Bank Workflows | Uptiq, an Artificial Intelligence (AI) platform for financial services based in Dallas, has secured $25 million in Series B funding to enable the seamless integration of AI agents into the workflows of banks and credit unions. Curql led thi... |
| 12.02.2026 | Uptiq Raises $25M in Series B Funding | Uptiq, a Dallas, TX-based AI platform purpose-built for financial services, raised $25m in Series B funding. The round was led by Curql, with participation from Silverton Partners, 645 Ventures, Broadridge, Green Visor Capital, Live Oak Ven... |
| 31.10.2025 | Uptiq.ai Secures $12M to Revolutionize Financial AI Infrastructure | Uptiq.ai, a leader in AI infrastructure for financial services, announced a $12 million funding round. This capital infusion propels Uptiq Qore's widespread adoption. Qore provides a composable, compliant AI platform for banks, wealth manag... |
| 29.10.2025 | Uptiq.ai: $12 Million Raised To Advance Adoption Of AI Infrastructure Across Financial Services | Uptiq.ai, a leading provider of AI infrastructure for financial services, has raised $12 million in a funding round led by Silverton Partners, with participation from Live Oak Venture Partners, Tau Ventures, First Capital, and Green Visor C... |
| 28.10.2025 | Uptiq.ai Inks $12M Funding Round | DALLAS, TX, 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. >> Click here for more funding data on Uptiq.ai >> T... |
| 28.10.2025 | Uptiq.ai Raises $12M in Funding | Uptiq.ai, a McKinney, TX-based developer of AI infrastructure for financial services, raised $12m in funding. The round was led by Silverton Partners with participation from Live Oak Venture Partners, Tau Ventures, First Capital and Green V... |
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