About UPTIQ
UPTIQ is a company based in Dallas (United States) founded in 2022 by Snehal Fulzele. 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. 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
-
Sectors
TechnologyFinancial Services
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Uptiq, Inc.
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Total Equity Funding
$69.99 M (USD)
in 4 rounds
-
Latest Funding Round
$25 M (USD), Series B
Feb 12, 2026
-
Investors
FirstCapital
& 15 more
-
Employee Count
Not available
-
Investments & Acquisitions
Focus Treasury and Credit Solutions
& 1 more
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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.
People of UPTIQ
Unlock access to complete
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.
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.
|
Locked | Locked | Locked | |
|
US focused seed and early-stage VC firm
|
Locked | Locked | Locked | |
|
Stage-agnostic venture capital investments are focused on US sectors.
|
Locked | Locked | Locked |
Investor details for UPTIQ
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
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.
Investment portfolio details for UPTIQ
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
White-label loan onboarding and monitoring platform is provided.
|
Locked | Locked | 2018 | Locked | |
|
Provider of wealth management solutions
|
Locked | Locked | 0 | Locked |
Complete acquisition details for UPTIQ
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - UPTIQ
Detailed financials for UPTIQ
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Uptiq Comparisons
Peer comparison for UPTIQ
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
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.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Consumer financing is facilitated through a lending-as-a-service platform.
|
|
| Locked | Locked | Locked |
Cloud-based loan management is provided for automobile financing.
|
|
| Locked | Locked | Locked |
Subscription-based energy solutions are provided for commercial and industrial sectors.
|
|
| Locked | Locked | Locked |
Small business loans are provided via an online lending platform.
|
|
| Locked | Locked | Locked |
A cloud-based lending platform is provided for financial institutions.
|
Detailed competitors of UPTIQ
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Uptiq
Complete news archive for UPTIQ
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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 current CEO of UPTIQ. They have also founded this company.
UPTIQ is a funded company, having raised a total of $69.99M across 4 funding rounds to date.
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.