UPTIQ
Plano · Founded 2022
About UPTIQ
UPTIQ connects wealth advisors and their clients to a comprehensive set of financial services products, making holistic wealth management a reality. We help advisors protect their AUM, grow their clients wealth and generate additional income.
Company Facts
- Founded: 2022
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: $1K – $10K
- Total funding: $70.0M
- Funding stage: Early Stage Venture
- Last round: Series B (Feb 2026)
- Website: https://www.uptiq.ai
- Phone: [email protected]
Industries & Categories
Financial Services, FinTech, Lending, Wealth Management
Social Profiles
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