UPTIQ

UPTIQ develops an AI platform built for financial services, enabling banks, credit unions, equipment finance firms, and wealth management companies to deploy AI agents that handle operational work across lending, account opening, and customer growth. The platform is powered by Qore, an AI infrastructure layer that connects to existing systems without rip-and-replace, supporting pre-built domain-trained agents for intake, underwriting, credit memo preparation, and continuous monitoring. Key capabilities include Document AI for extraction and classification, Integration Cloud for system connectivity, and Financial Skills for specialized workflows. UPTIQ emphasizes auditability with traceable decision trails, governance with role-based controls and human checkpoints, and explainability with citation-backed reasoning. The platform serves over 150 financial institutions and delivers measurable results including 36% reduction in spreading time and 47% reduction in manual document review. Founded in 2022 and headquartered in Dallas, Texas, UPTIQ has raised approximately $70 million in Series B funding from investors including Greycroft, Green Visor Capital, 645 Ventures, Cota Capital, EPIC Ventures, Silverton Partners, Curql, and Broadridge.