About UPTIQ
UPTIQ is a Technology company based in Dallas (United States) founded in 2022 by Snehal Fulzele. It operates in the Technology and Financial Services sectors. UPTIQ has raised $69.99 million across 4 funding rounds from investors including FirstCapital, Green Visor Capital and 645 Ventures. UPTIQ has completed 2 acquisitions, including Focus Treasury and Credit Solutions and Upswot. Its chief executive, as recorded, is Snehal Fulzele. UPTIQ offers products and services including AI Workbench, Data Gateway, Client Engagement Agent, Loan Placement Agent, and Covenant Tracking Agent. Its focus areas include FinTech, Alternative Lending, Enablers and Lending-as-a-service. Its legal entity is Uptiq, Inc. Its competitors include GreenSky, AutoFi and Fundation; 3 of its 3 listed competitors have raised funding.
Company details
Provider of no-code AI agent solutions for financial services. This company develops and offers an AI platform enabling the creation and deployment of AI agents for various financial sectors, including wealth management, banking, and fintech. The platform provides pre-built agents for common financial tasks and allows developers to build custom agents using powerful APIs. It caters to both developers seeking to build custom solutions and organizations looking to automate workflows without extensive coding. The platform integrates with existing financial systems and offers debugging tools for enhanced control.
- Total Equity Funding$69.99M (USD)
in 4 rounds
- Latest Funding Round$25M (USD), Series B
Feb 2026
- InvestorsFirstCapital
& 15 more
- Investments & AcquisitionsFocus Treasury and Credit Solutions
& 1 more
Products & Services of UPTIQ
UPTIQ offers a comprehensive portfolio of products and services, including AI Workbench, Data Gateway, Client Engagement Agent, Loan Placement Agent, and Covenant Tracking Agent.
Tool for rapidly building and deploying AI agents in finance.
Connects data sources for seamless AI operations in financial systems.
Automates client interactions to improve retention in financial services.
Guides loan processes from qualification to funding in banking.
Monitors loan covenants for compliance in financial operations.
Funding Insights of UPTIQ
UPTIQ has successfully raised a total of $69.99M across 4 strategic funding rounds. The most recent funding activity was a Series B round of $25 million completed in February 2026. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $69.99M
- Total Rounds 4
- Last Round Series B — $25M
- First Round $12M
(Jan 2022)
- Investors Count 16
All 4 funding rounds of UPTIQ with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2026 | $25M | Series B | – | Curql | |
| Oct 2025 | $12M | Series A | – | Silverton Partners | |
| Oct 2024 | $20.99M | Series A | – | – | – |
| Jan 2022 | $12M | Seed | – | Green Visor Capital, 645 Ventures | – |
16 investors in total: 16 institutional.
Investors in UPTIQ
UPTIQ has secured backing from 16 investors, including venture fund and institutional investors. Prominent investors backing the company include FirstCapital, Green Visor Capital and 645 Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
US tech investments are targeted by Green Visor Capital. | greenvisorcapital.com | San Francisco, United States | ||
US focused seed and early-stage VC firm | 645ventures.com | New York, United States | ||
Stage-agnostic venture capital investments are focused on US sectors. | cotacapital.com | San Francisco, United States | ||
Early-stage technology companies are funded by this venture capital firm. | epicvc.com | Salt Lake City, United States | ||
Multiple sectors are targeted for venture capital investments by Greycroft. | greycroft.com | New York, United States | ||
Seed-stage funding is provided to innovative founder teams. | uluventures.com | Palo Alto, United States | ||
Venture capital services are provided to AI-focused B2B startups. | bat-vc.com | New York, USA | ||
Tech companies are funded through venture capital by Silverton Partners. | silvertonpartners.com | Austin, United States | ||
Venture capital fund investing across early-stage tech startups | liveoak.vc | Austin, United States | ||
Seed-stage startups are funded by this venture capital firm. | tauventures.com | Palo Alto, United States |
Investor details for UPTIQ
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People of UPTIQ
10 people are tracked at UPTIQ (3 in leadership, 7 in team).
| Name | Role | Group |
|---|---|---|
Snehal Fulzele | Founder & CEO | Leadership |
Steve Nippak | Executive VP Of Sales, Country Manager - Canada | Leadership |
Anand Deshmukh | Chief Technology Officer | Leadership |
Jared Ingersoll | Regional Sales Manager | Team |
James Hallacy | Product | Team |
Steven Canup | Senior Strategic Advisor | Team |
Vishwajit Patil | Software Engineer | Team |
Benjamin Hadley | Strategic Advisor | Team |
Vikas Nale | Senior Software Engineer | Team |
Jackson Griffin | Strategic Advisor | Team |
Complete people profiles for UPTIQ
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Investments & Acquisitions by UPTIQ
UPTIQ has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Focus Treasury and Credit Solutions and Upswot.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
White-label loan onboarding and monitoring platform is provided. | upswot.com | Warsaw, Poland | 2018 | Dec 2024 | •••• | |
Provider of wealth management solutions | focustreasuryandcreditsolutions.tcc.mode | 0 | Feb 2024 | •••• |
Complete acquisition details for UPTIQ
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Timeline of UPTIQ
5 dated milestones of UPTIQ across 4 years, from founding to its latest funding, stage changes and deals.
- Founded UPTIQ is founded.
- Funding First funding round of $12.0M.
- Acquisition Acquires Focus Treasury and Credit Solutions.
- Acquisition Acquires Upswot.
- Funding Latest funding round, Series B, of $25.0M.
Competitors of UPTIQ
UPTIQ has 3 listed competitors in our database, 3 of them funded. They include GreenSky, AutoFi and Fundation.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| greensky.com | 2006 | Atlanta, United States | $610M | 1,267 | Consumer financing is facilitated through a lending-as-a-service platform. | |
| autofi.com | 2015 | San Francisco, United States | $127.06M | 150 | Cloud-based loan management is provided for automobile financing. | |
| fundation.com | 2011 | New York, United States | $6.66M | 350 | Small business loans are provided via an online lending platform. |
Detailed competitors of UPTIQ
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of UPTIQ
The website of UPTIQ (uptiq.ai) receives about 9K visits a month.
- Monthly visits9K
▼ 5.6% vs previous month
Websites whose visitors overlap most with UPTIQ. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| vit.edu | 100% | 94.5K | #340,409 | View details |
Top companies in Agentic AI Applications
3 companies that operate in the same segment as UPTIQ (Agentic AI Applications) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
AI-based voice transcription for meetings is provided via cloud software. | 2016 | Los Altos, California, United States | USD 390 M | |||
AI-powered text data analytics platform is provided for enterprises. | 2012 | San Jose, California, United States | USD 674 M | USD 16.67 M | 1,780 | |
AI-based speech transcription software is provided using deep learning models. | 2015 | San Francisco, California, United States | USD 229.09 M | 381 |
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Related news about Uptiq
Complete news archive for UPTIQ
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Frequently Asked Questions about UPTIQ
UPTIQ was founded in 2022.
UPTIQ is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
Snehal Fulzele is the CEO of UPTIQ, as recorded in our data. They have also founded this company.
UPTIQ is a funded company, having raised a total of $69.99M across 4 funding rounds to date. The company's 1st funding round was a Seed of $12M, raised on Jan 2022.
Provider of no-code AI agent solutions for financial services. This company develops and offers an AI platform enabling the creation and deployment of AI agents for various financial sectors, including wealth management, banking, and fintech. The platform provides pre-built agents for common financial tasks and allows developers to build custom agents using powerful APIs. It caters to both developers seeking to build custom solutions and organizations looking to automate workflows without extensive coding. The platform integrates with existing financial systems and offers debugging tools for enhanced control.
UPTIQ offers AI Workbench, Data Gateway, Client Engagement Agent, Loan Placement Agent, and Covenant Tracking Agent.
UPTIQ has made 2 acquisitions, including Focus Treasury and Credit Solutions, and Upswot.
UPTIQ has 16 investors. Key investors include FirstCapital, Green Visor Capital, 645 Ventures, Cota Capital, and EPIC Ventures.
UPTIQ operates through Uptiq, Inc..