Uptiq
Financial AI Platform for Banks, Credit Unions & Wealth Firms
Dallas, Portugal · Founded 2022
- Headquarters
- Dallas
- Employees
- 51–200
- Founded
- 2022
- Business Model
- B2B
- Website
- uptiq.app
- Last Round
- Pre-SeedJan 2023
- Rounds
- 1
About
UPTIQ is an enterprise-ready AI platform purpose-built to modernize financial services workflows for banks, credit unions, wealth management firms, and equipment finance companies. Founded in 2022 and headquartered in Dallas, Texas, the company provides a no-code AI Workbench and pre-built AI agents that automate complex processes including lending, compliance, wealth advisory, and operations. Trusted by over 140 financial institutions with more than $10 billion in transactions processed, UPTIQ has raised over $55 million in equity funding including a $25 million Series B in February 2026.
Summary
Uptiq is an Artificial Intelligence company based in Dallas, Portugal, founded in 2022. Its most recent funding was a Pre-Seed round in Jan 2023. Investors include Antler.
Tech & App Stack
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Funding History
Jan 2023
Investors
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