Where is Uptiq headquartered?

Uptiq is headquartered in McKinney, United States. The company has a team of 101-500 people.

Uptiq operates in the AI in Fintech sector. An AI-driven platform providing purpose-built AI agents and a no-code development environment specifically designed for financial institutions to automate complex workflows. 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.

When was Uptiq founded?

Uptiq was founded in 2022. It is based in McKinney, United States.

Who is the CEO of Uptiq?

Snehal Fulzele is the CEO of Uptiq. The company was founded in 2022.

Where is Uptiq located?

Uptiq is headquartered in McKinney, United States.

What funding stage is Uptiq at?

Uptiq is currently at the Growth Stage stage.

How many employees does Uptiq have?

Uptiq has approximately 101-500 employees.

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: 101-500. Total funding raised: $47.0M. Latest round: Series B. Key investors include Curql, Silverton Partners, Live Oak Venture Partners, 645 Ventures, Broadridge, Green Visor Capital, Tau Ventures, First Capital, Epic Ventures, Evolution VC, Greycroft, BAT VC.

Founded: 2022
Headquarters: McKinney, United States
Team size: 101-500
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: Curql (Series B lead), Silverton Partners, Live Oak Venture Partners, 645 Ventures, Broadridge, Green Visor Capital, Tau Ventures, First Capital, Evolution VC., Broadridge Wealth Lending Network partnership and minority investment (2025)., Tyfone nFinia digital banking partnership (Oct 2025)., 150+ financial institution customers; UpSwot Financial Data Gateway (150+ SaaS integrations).

Notable customers

Focus Financial Partners, Orion, Broadridge, Nano Banc, TransPecos Banks, Alpha Modus

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

150+ financial institutions live on the platform; processed ~$10B in loan balances; customers report up to 41% faster underwriting and 29% lower ops costs.

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.

Latest news about Uptiq

Uptiq secured 25 million dollars in Series B funding to scale its Qore AI orchestration platform. Serving 140+ financial institutions, the technology has already delivered 41 percent faster underwriti

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Official website: https://www.uptiq.ai