About UPTIQ
UPTIQ is a company based in Dallas (United States) founded in 2022 by Snehal Fulzele.. UPTIQ has raised $44.99 million across 3 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. UPTIQ offers products and services including AI Workbench, Data Gateway, Client Engagement Agent, Loan Placement Agent, and Covenant Tracking Agent. UPTIQ operates in a competitive market with competitors including GreenSky, AutoFi, Sparkfund, Fundation and Cloud Lending, among others.
- Headquarter Dallas, United States
- Founders Snehal Fulzele
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Sectors
TechnologyFinancial Services
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Email
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Phone
*********
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Website
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Social
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- Legal Name Uptiq, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$44.99 M (USD)
in 3 rounds
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Latest Funding Round
$12 M (USD), Series A
Oct 29, 2025
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Investors
FirstCapital
& 11 more
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Employee Count
Employee Count
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Investments & Acquisitions
Focus Treasury and Credit Solutions
& 1 more
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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Funding Insights of UPTIQ
UPTIQ has successfully raised a total of $44.99M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $12 million completed in October 2025. 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 Total Funding
- Total Rounds 3
- Last Round Series A — $12.0M
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First Round
First Round
(01 Jan 2022)
- Investors Count 12
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct, 2025 | Amount | Series A - UPTIQ | Valuation | Silverton Partners | |
| Oct, 2024 | Amount | Series A - UPTIQ | Valuation |
investors |
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| Jan, 2022 | Amount | Seed - UPTIQ | Valuation | Green Visor Capital , 645 Ventures |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in UPTIQ
UPTIQ has secured backing from 12 investors, including venture fund and institutional investors. Prominent investors backing the company include FirstCapital, Green Visor Capital and 645 Ventures. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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US tech investments are targeted by Green Visor Capital.
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Founded Year | Domain | Location | |
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US focused seed and early-stage VC firm
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Founded Year | Domain | Location | |
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Stage-agnostic venture capital investments are focused on US sectors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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White-label loan onboarding and monitoring platform is provided.
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2018 | ||||
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Provider of wealth management solutions
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| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - UPTIQ
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Uptiq Comparisons
Competitors of UPTIQ
UPTIQ operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as GreenSky, AutoFi, Sparkfund, Fundation and Cloud Lending, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Consumer financing is facilitated through a lending-as-a-service platform.
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| domain | founded_year | HQ Location |
Cloud-based loan management is provided for automobile financing.
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| domain | founded_year | HQ Location |
Subscription-based energy solutions are provided for commercial and industrial sectors.
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| domain | founded_year | HQ Location |
Small business loans are provided via an online lending platform.
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| domain | founded_year | HQ Location |
A cloud-based lending platform is provided for financial institutions.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Uptiq
Frequently Asked Questions about UPTIQ
When was UPTIQ founded?
UPTIQ was founded in 2022.
Where is UPTIQ located?
UPTIQ is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
Who is the current CEO of UPTIQ?
Snehal Fulzele is the current CEO of UPTIQ. They have also founded this company.
Is UPTIQ a funded company?
UPTIQ is a funded company, having raised a total of $44.99M across 3 funding rounds to date. The company's 1st funding round was a Seed of $12M, raised on Jan 01, 2022.
What does UPTIQ do?
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.
Who are the top competitors of UPTIQ?
What products or services does UPTIQ offer?
UPTIQ offers AI Workbench, Data Gateway, Client Engagement Agent, Loan Placement Agent, and Covenant Tracking Agent.
How many acquisitions has UPTIQ made?
UPTIQ has made 2 acquisitions, including Focus Treasury and Credit Solutions, and Upswot.
Who are UPTIQ's investors?
UPTIQ has 12 investors. Key investors include FirstCapital, Green Visor Capital, 645 Ventures, Cota Capital, and EPIC Ventures.
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