Uptiq.ai

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.

AI agents for workflow automation

Document intelligence

Operating suites for lending, servicing, risk, and growth

Specialties

AI Agents for Financial Services Lending Automation Wealth Management Solutions Compliance and Risk Management Digital Banking Analytics Custom AI Development AI for banking AI for credit unions AI for equipment finance AI for private credit AI for wealth management Lending and underwriting automation Continuous credit monitoring

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series B T: - FT: Series B	A: 25000000 MR: - FA: $25 million FAN: 25000000	D: 2026-02-17 FD: 2026-02-17	1 investors
2	RT: Series B T: - FT: Series B	A: 25000000 MR: - FA: 25 million FAN: 25000000	D: 2026-02-13 FD: 2026-02-13	10 investors
3	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

Series B Latest

2026-02-17

$25.0M

1 investor (Pro only)

Series B 2026-02-13

$25.0M

New Funding Round 2025-10-28

$12.0M

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

S

Snehal Fulzele

CEO

A

Anand Deshmukh

CTO

G

Gaurav Mehra

COO

A

Adriene McCance

SVP & GM, Wealth and Private Credit

B

Bill Ederton

EVP, Innovation and Growth

D

Dub Sutherland

General Counsel

View 6 more team members with Pro

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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...

Leadership Team Expands with Industry Veteran

1 week ago

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

Company Recognized as Industry Leader

2 weeks ago

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

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