Uptiq.ai

Uptiq.ai is an artificial intelligence company in Austin, United States. It has raised $37.0M across 2 rounds, most recently a $25.0M Series B in February 2026.

The AI Platform for Financial Services

Headquarters
Austin, Texas
Employees
51–200
Business Model
B2B
Website
uptiq.ai
Total Funding
$37.0M
Last Round
$25.0M Series BFeb 2026
Rounds
2

Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.

Indexed holds 2 funding rounds and 3 investors for this company. The full record is or through the API.

About

Uptiq is an enterprise-ready AI platform purpose-built to modernize financial services workflows, delivering AI agents and an AI Workbench for banks, credit unions, wealth managers, and non-bank lenders. Trusted by over 150 financial institutions, including Focus Financial Partners, Orion, Broadridge, and TransPecos Banks, Uptiq has processed more than $10 billion in transactions and raised over $55 million in equity funding.

Summary

It lists 51–200 employees. It has raised $37.0M in total across 2 rounds, most recently a $25.0M Series B round in Feb 2026. Investors include Curql Fund, Silverton Partners and Green Visor Capital.

Tech & App Stack

4 technologies & apps tracked

Every product and vendor across these categories, with where each signal came from.

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Funding History

Data from Indexed.vcUpdated
Series BSeries BFeb 2026
$25.0M

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Funding: Venture Round through Series B. Amounts, valuations, and investors where available.

Investors

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