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Locations
Plano, TX, USA · McKinney, TX, USA · Park Blvd Estates West, Plano, TX, USA
industry
Finance
Size
51 - 200 employees
Stage
Other
founded in
2022
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 $23 million in equity funding, Uptiq isn’t just shaping the future of AI in financial services — it’s leading it.
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