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UPTIQ
UPTIQ
uptiq.ai

Locations

Plano, TX, USA

industry

Finance

Size

51-200 employees

Stage

Series A

founded in

2022

UPTIQ is an Enterprise AI platform designed specifically for financial services, empowering wealth firms, banks, and fintechs with innovative AI agents that enhance client engagement, streamline operations, and drive productivity. The platform offers a suite of AI-driven solutions, including tools for mortgage processing, loan origination, and client engagement, which collectively aim to improve the efficiency and effectiveness of financial advisors. With over 350 customers and a focus on augmenting the financial industry, UPTIQ positions itself as a leader in delivering intelligent solutions that transform traditional financial services into modern, tech-driven experiences.

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