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Uptiq

Category: AI in Fintech

An AI-driven platform providing purpose-built AI agents and a no-code development environment specifically designed for financial institutions to automate complex workflows. Uptiq was founded in 2022. The company is led by Snehal Fulzele. Based in McKinney, United States. Team size: 84. Total funding raised: $47.0M. Latest round: Series B (May 2024). Key investors include ["Cannae Holdings","Silverton Partners","Live Oak Venture Partners","Greycroft","Ulu Ventures","EPIC Ventures","Curql","645 Ventures","Broadridge","Green Visor Capital"].

Founded
2022
Headquarters
McKinney, United States
Team size
84
Total funding
$47.0M

Value proposition

Accelerates digital transformation by deploying 'industry-ready' AI agents that automate data-intensive tasks like credit analysis and wealth management, reducing operational costs and improving decision-making speed.

Products and solutions

["Qore for Builders: A no-code platform for creating and deploying custom AI agents.","Uptiq AI Agents: Pre-built agents for lending, treasury, and wealth management workflows.","Financial Data Integration Engine: Real-time data connectivity powered by the UpSwot acquisition.","Wealth & Credit Solutions: Specialized modules for automated portfolio analysis and credit risk assessment."]

Unique value

Focuses on 'Industry-Ready' AI agents that are pre-trained on specific financial regulations and data structures, rather than general-purpose LLMs.

Target customer

Banks, credit unions, wealth management firms, and non-bank lenders.

Industries served

["Banking","Wealth Management","Lending & Credit","Fintech"]

Technology advantage

Combines a no-code orchestration layer (Qore) with deep data integration (150+ API connections via UpSwot), allowing non-technical staff to build sophisticated, data-aware AI workflows.

How they differentiate

Uptiq differentiates through its 'Industry-Ready' AI agents and the 'Qore' no-code orchestration platform. Unlike general LLMs or rigid workflow tools, Uptiq combines deep data integration (via the UpSwot acquisition) with pre-trained agents specifically governed for financial regulations, allowing institutions to build custom AI workflows without technical debt.

Main competitors

["Numerated","nCino","Ocrolus","Zest AI"]

Key partnerships

["Strategic investors including Cannae Holdings, Silverton Partners, and Live Oak Venture Partners.","Integration partners with 150+ SaaS platforms (Accounting, ERP, and CRM).","Over 140 financial institution partners across North America."]

Notable customers

["Focus Treasury & Credit Solutions","Various North American Banks and Credit Unions"]

Major milestones

["Acquisition of Focus Treasury and Credit Solutions in January 2024","Raised $25M Series B led by Cannae Holdings in May 2024","Launched 'Qore for Builders' no-code AI agent platform in 2024","Strategic acquisition of UpSwot in December 2024 to enhance real-time data connectivity"]

Growth metrics

Serves over 140 financial institutions; expanded product suite from lending into wealth management and treasury through strategic acquisitions.

Market positioning

Enterprise AI orchestration layer for mid-market and large financial institutions.

Geographic focus

North America

Patents and IP

Proprietary AI agent orchestration and no-code architecture (Specific public patent filings not disclosed).

About Snehal Fulzele

Snehal is a serial entrepreneur with a proven track record in fintech. He was the Co-Founder and CEO of Cloud Lending Solutions, which he built into a global lending technology leader and sold to Q2 Holdings (NYSE: QTWO) for $140 million in 2018. Following the acquisition, he served as General Manager of Cloud Lending at Q2. He holds an MS in Software Engineering from Carnegie Mellon University and has previous engineering experience at Oracle and Adobe.

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