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Uptiq.ai

Financial Technology (Fintech) ~120 employees
Founded
--
Employees (Est.)
~120
8 leaders known
Total Funding
$12.0M
Funding Rounds
1
Last Funding
2025-10-28

About Uptiq.ai

Uptiq.ai is a company focused on providing AI-driven solutions for financial services. Their platform offers outcome-driven AI agents designed to drive growth, scale operations, and deliver results for banks, credit unions, wealth management firms, fintech, and non-bank lenders. Uptiq aims to enhance productivity, accelerate growth, reduce risk, and improve client trust through specialized AI tools tailored for the financial sector.

Products & Services

Lending & Equipment Finance Agents:Includes AI agents for Commercial Lending, Government Guaranteed Lending, Retail Lending, and Equipment Finance, focusing on loan origination, underwriting, compliance, and workflow automation.
Digital Banking Agents:Offers solutions like Business Analytics and Deposit Account Opening to streamline banking operations.
Wealth Management Agents:Provides tools for Client Onboarding and a Client Lending Marketplace to enhance wealth management services and client relationships.
AI Workbench:A platform for building custom AI agents tailored to specific financial workflows with low-code, fast deployment capabilities.
Agents Unlimited:Custom AI agent design and deployment service to scale operations without added strain on teams.
Qore:A new product for building financial AI agents quickly, introduced with a waitlist and live build demos at Money 20/20 USA.

Specialties

AI Agents for Financial Services Lending Automation Wealth Management Solutions Compliance and Risk Management Digital Banking Analytics Custom AI Development

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: New Funding Round
T: -
FT: New Funding Round 		A: 12000000
MR: -
FA: $12 million
FAN: 12000000 		D: 2025-10-28
FD: 2025-10-28 		5 investors
New Funding Round Latest
2025-10-28
$12.0M
5 investors (Pro only)

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

S

Snehal Fulzele

CEO

LinkedIn (Pro only)
A

Anand Deshmukh

CTO

LinkedIn (Pro only)
G

Gaurav Mehra

COO

LinkedIn (Pro only)
S

Steven Canup

President

A

Adriene McCance

SVP & GM, Wealth

J

Jay Shah

SVP - Partner Enablement

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Recent News

Uptiq.ai Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Website
uptiq.ai
Industries
Financial Technology (Fintech)
Company Size
~120 employees (est.)

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