UPTIQ

uptiq-logo

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. The UPTIQ Financial Intelligence Platform turns investment experts into financial superheroes using data analytics and artificial intelligence to carefully match, curate and fulfill the best financing solutions for their clients, putting decades of financial expertise at their fingertips.

#SimilarOrganizations #People #Financial #Event #Website #More

UPTIQ

Social Links:

Industry:
Financial Services FinTech Lending Wealth Management

Founded:
2022-01-01

Address:
Plano, Texas, United States

Country:
United States

Website Url:
http://www.uptiq.ai

Total Employee:
11+

Status:
Active

Email Addresses:
[email protected]

Total Funding:
12 M USD

Technology used in webpage:
Domain Not Resolving HSTS Organization Schema Person Schema Pound Sterling Cloudflare CDN Cloudflare Japanese Yen Apache 2.4 Amazon S3


Similar Organizations

athena-logo

Athena

Athena is an Australian home loan platform that helps to get better home loans.

delio-logo

Delio

Delio is a white label technology offering that enables wealth management firms, private banks and other financial institutions.

finja-logo

Finja

Finja is a financial services platform that offers payments, lending, and collection services to professionals and SMEs.

hnry-logo

Hnry

Hnry is the trusted financial sidekick for contractors and freelancers.

ibancar-logo

Ibancar

Specialist online asset backed lender offering consumer loans to clients with difficult credit history

picturewealth-logo

Picturewealth

PictureWealth is a technology company focused on improving the financial know-how of people across the planet.

renofi-logo

RenoFi

RenoFi helps homeowners discover a smart way to finance their renovation and tackle everything on their wishlist.

Current Employees Featured

sundar-nagarathnam_image

Sundar Nagarathnam
Sundar Nagarathnam Chief Operating Officer @ UPTIQ
Chief Operating Officer
2022-06-01

katie-robinson_image

Katie Robinson
Katie Robinson Chief Marketing Officer @ UPTIQ
Chief Marketing Officer
2021-09-01

james-donatell_image

James Donatell
James Donatell EVP, Head of Sales @ UPTIQ
EVP, Head of Sales
2021-10-01

snehal-fulzele_image

Snehal Fulzele
Snehal Fulzele Founder & CEO @ UPTIQ
Founder & CEO
2021-09-01

arpit-agrawal_image

Arpit Agrawal
Arpit Agrawal Co-Founder & CTO @ UPTIQ
Co-Founder & CTO
2021-09-01

fred-brothers_image

Fred Brothers
Fred Brothers President & Co-Founder @ UPTIQ
President & Co-Founder
2021-09-01

jaymalya-palit_image

Jaymalya Palit
Jaymalya Palit Senior Vice President @ UPTIQ
Senior Vice President
2022-03-01

Founder


arpit-agrawal_image

Arpit Agrawal

fred-brothers_image

Fred Brothers

snehal-fulzele_image

Snehal Fulzele

Investors List

bat-vc_image

BAT VC

BAT VC investment in Seed Round - UPTIQ

greycroft_image

Greycroft

Greycroft investment in Seed Round - UPTIQ

epic-ventures_image

EPIC Ventures

EPIC Ventures investment in Seed Round - UPTIQ

jitesh-lohchab_image

Jitesh Lohchab

Jitesh Lohchab investment in Seed Round - UPTIQ

645-ventures_image

645 Ventures

645 Ventures investment in Seed Round - UPTIQ

green-visor-capital_image

Green Visor Capital

Green Visor Capital investment in Seed Round - UPTIQ

ulu-ventures_image

Ulu Ventures

Ulu Ventures investment in Seed Round - UPTIQ

bat-ventures_image

Bat ventures

Bat ventures investment in Seed Round - UPTIQ

cota-capital_image

Cota Capital

Cota Capital investment in Seed Round - UPTIQ

Key Employee Changes

Date New article
2022-06-24 Cion Digital Announces Sundar Nagarathnam as New Chief Operating Officer

Official Site Inspections

http://www.uptiq.ai Semrush global rank: 6.23 M Semrush visits lastest month: 1.08 K

  • Host name: aacb0a264e514dd48.awsglobalaccelerator.com
  • IP address: 75.2.70.75
  • Location: Seattle United States
  • Latitude: 47.54
  • Longitude: -122.3032
  • Metro Code: 819
  • Timezone: America/Los_Angeles
  • Postal: 98108

Loading ...

More informations about "UPTIQ"

Uptiq - Crunchbase Company Profile & Funding

Uptiq is a platform that enhances collaboration between Startup Accelerators and their cohorts. The platform provides startups with tools to track key metrics …See details»

UPTIQ - 2025 Company Profile, Funding & Competitors - Tracxn

UPTIQ is a series A company based in Dallas (United States), founded in 2022 by Snehal Fulzele. It operates as a Financial intelligence platform connecting financial advisors with lenders. …See details»

Introduction | UPTIQ AI

UPTIQ AI Workbench is an advanced platform powered by cutting-edge generative AI technology that enables financial institutions to develop and implement bespoke AI agents. These tailored …See details»

Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built …

DALLAS, October 25, 2024--Uptiq, a leader in AI-driven financial solutions, is proud to announce the launch of its new, vertically integrated Uptiq AI Workbench, designed to transform how …See details»

Uptiq launches enterprise AI platform for wealth managers, banks

Oct 28, 2024 Uptiq launches new enterprise AI platform for wealth managers, banks Uptiq’s platform offers a suite of pre-packaged agents to support financial advisors, loan officers, and …See details»

trust.uptiq.ai - Uptiq Trust Center

At UPTIQ, we believe that the financial industry can and should do better. That's why we've made it our mission to empower financial advisors with cutting-edge technology and innovative …See details»

Uptiq.ai - AI for Financial Services | Intelligent AI …

Uptiq.ai revolutionizes financial services with AI-powered intelligent agents. Start building your AI agents with our no code platform & enhance decision-making, automate workflows, and optimize fintech operations with our cutting-edge AI …See details»

UPTIQ - Crunchbase Company Profile & Funding

UPTIQ's connects wealth advisors and their clients to a comprehensive set of financial services products.See details»

Agent | UPTIQ AI

With UPTIQ AI Agent, you can go beyond these limitations by integrating customized, relevant workflows to supercharge your AI agent. Whether it’s leveraging prebuilt workflows or …See details»

No-Code AI Agent Platform | AI Apps Development Platform for

Build AI agents for financial services using Uptiq’s no-code AI agent builder Drive innovation, automate workflows, and make smarter decisions with industry's 1st rapid gen AI apps …See details»

Train Your Teams to Build Finserv AI Agents With Uptiq

"Empower your developers & engineers with hands-on AI Agent building and future-proof your organization with Uptiq's AI Agent building program. Contact us today! your company with …See details»

Build AI Agents for Finance with No-Code | Uptiq AI Agent Platform

Create powerful AI agents for financial services with Uptiq’s no-code AI agent builder. Accelerate innovation, automate workflows, and enhance decision-making—effortlessly. Try Uptiq today …See details»

Uptiq vs Other AI Platforms:

Compare Uptiq with other AI platforms and see how it offers a scalable, no-code AI agent development platform designed specifically for the finance and fintech industries, with a strong …See details»

Solutions - Uptiq

Welcome to Uptiq Marketing Solutions, the ultimate CRM platform designed to revolutionize your business operations. Whether you are a realtor looking to streamline lead management and …See details»

Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built …

Oct 26, 2024 DALLAS–(BUSINESS WIRE)–Uptiq, a leader in AI-driven financial solutions, is proud to announce the launch of its new, vertically integrated Uptiq AI Workbench, designed to …See details»

UPTIQ - Contacts, Employees, Board Members, Advisors & Alumni

UPTIQ's connects wealth advisors and their clients to a comprehensive set of financial services products.See details»

Model Hub | UPTIQ AI

UPTIQ provides access to foundational LLMs from leading providers such as OpenAI, Meta, Google, Anthropic, and Groq. This allows developers to experiment with different models and …See details»

Blackbaud Recognized in 2025 DataIQ AI Awards - Blackbaud

2 days ago Chief Data and AI Officer Carrie Cobb Named One of the 100 Most Influential People in Data for the Second Consecutive Year; Blackbaud Named a Finalist for the Data and AI for …See details»

The real impact of AI on your organization - MIT Technology Review

2 days ago AI technologies are reshaping work, but not all workflows or roles will be equally transformed. Discover how AI is changing the way we work, given the technical capabilities …See details»

Node | UPTIQ AI

In UPTIQ Workbench, Nodes are the fundamental building blocks of workflows, enabling developers to define, configure, and execute business processes in a declarative manner. …See details»

linkstock.net © 2022. All rights reserved