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Locations
Plano, TX, USA · McKinney, TX, USA · Park Blvd Estates West, Plano, TX, USA · Pasquinelli Hidden Creek Estates, Plano, TX, USA
industry
Finance
Size
51 - 200 employees
Stage
Other
founded in
2022
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.
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