UPTIQ

Financial Services • 7300 TX-121, McKinney, United States • 51-100 Employees

Company overview

Headquarters	7300 TX-121, McKinney, Texas 75070, US
Phone number	+14123044272
Website	uptiq.ai
NAICS	52
Keywords	RIA, Lending, Banking, Fintech, Marketplace, Wealth, Loan Origination
Founded	2022
Employees	51-100
Socials

Key Contacts at UPTIQ

Snehal Fulzele

Founder & Ceo

Harshal Patil Cspocsmiibaaac

Product Owner

Adriene Mccance

Managing Director Of Wealth Management And Private Credit Solutions

Anand Deshmukh

Chief Technology Officer

Kyle Kneubuhl

Managing Director- Credit Union And Banking Solutions

UPTIQ Email Formats

UPTIQ uses 1 email format. The most common is {first name} (e.g., john@uptiq.ai), used 100% of the time.

Format	Example	Percentage
{first name}	john@uptiq.ai	100%

About UPTIQ

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 agents and an innovative AI Workbench that enables institutions to adapt and scale with evolving business needs. Trusted by over 140 financial institutions, including Focus Financial Partners, Orion, Broadridge, and TransPecos Banks, Uptiq is the proven AI partner for highly regulated industries. With over $1 billion in transactions processed and more than $23M in equity funding, Uptiq isn’t just shaping the future of AI in financial services — it’s leading it.

UPTIQ revenue & valuation

Annual revenue	$7,186,620
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$23,000,000
Total funding	$41,500,000