UPTIQ
AI platform for financial services, enabling intelligent automation and agentic solutions for banks and fintechs.
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About
UPTIQ provides an enterprise-ready AI platform purpose-built for financial services, enabling banks, credit unions, wealth managers, and fintechs to deploy intelligent applications and AI agents. Their solutions focus on automating and optimizing workflows in areas like lending, wealth management, compliance, and operations, with a strong emphasis on regulatory compliance and integration with existing systems.
Key facts
- Website
- uptiq.ai
- Headquarters
- McKinney, United States
- Founded
- 2022
- Total funding
- $49M (Series B)
- Business model
- B2B
- Tags
- Agentic AIAI AgentsAI InfrastructureFintechBanking
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 12 Feb 2026 | Series B | $25M | - |
| 25 Oct 2025 | Series A | $12M | Silverton Partners |
| 4 Jan 2022 | Seed | $12M | - |
Tech stack
Detected on uptiq.ai, last scanned 2 Sept 2026. Run your own scan
- Compliance
- SOC 2
- Analytics
- Meta Pixel
- Observability
- incident.io
- Support
- HubSpot
- CMS / Builders
- Webflow
- CDN
- Cloudflare
- Affiliate program
- Self-hosted affiliate
- Visitor tracking
- reb2b
Frequently asked
How much funding has UPTIQ raised?
UPTIQ has raised a total of $49M in funding. The most recent round on record is Series B.
Does UPTIQ have an affiliate program?
Yes, UPTIQ has an affiliate program. The program runs on Self-hosted affiliate. Register here: https://uptiq.ai/affiliates