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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