Wave
Hero IconHero IconHero IconPlus Img
Trusted by 100+ Partners

Enterprise Al for Financial Services

Adviser ImageMobile
Income ImageBalance Image
Hero BackgroundHero Background

UPTIQ Platform

Apps & AI Agents

Maximize productivity and efficiency with turnkey apps & AI Agents

Data Image

Financial Data Gateway

100+ data sources across Banking, Custodial, Accounting, Payroll, eCommerce, CRM, ERP, Credit Bureaus

Data Image

AI Workbench

Build Gen AI/LLM based customized workflows to automate and solve complex problems

Data Image

Learn more
about Platform

Learn More
Background Image

Pre-Packaged AI Agents

UPTIQ's approach is to augment the industry by enhancing efficiency and effectiveness while making your work more enjoyable. Our AI agents are designed to complement teams, saving time and streamlining tasks, allowing you to focus on higher-value work.

SMB Sales Agent

Proactively uncovers loans in the
existing SMB customer base
Explore More
Arrow Icon

Commercial Sales Agent

Proactively uncovers loans &
deposits in existing commercial customer
Explore More
Arrow Icon

Loan Placement Agent

Guides loan request through pre-qualification and final funding review.
Explore More
Arrow Icon
Icon

Covenant Tracking Agent

Tracks covenants for commercial
loans during servicing
Explore More
Arrow Icon

Mortgage Loan Processor Agent

Takes care of capturing borrower
documents, computing DTI and loading the file into the LOS
Explore More
Arrow Icon

Commercial Loan Origination Agent

Generates Pre-Flight summaries for
commercial loans, generates PFS, writes credit-memos for committee’s review
Explore More
Arrow Icon

Intelligent Solutions

Solution Image
FOR WEALTH

Wealth Management Technology that enables RIAs to drive the best client outcomes.

  • Deliver banking and lending solutions with never-before-seen experiences.
  • Offer liquidity solutions against alternative investment portfolio.
  • Provide timely advice via proactive AI-powered engagement tools.
Solutions for Wealth
Solution Image
FOR BANKS

Banking Technology that deepens relationships with smart tools that deliver modern experiences.

  • Diversify your deposits and supercharge depositor relationships.
  • Empower commercial clients with workflows that streamline operations.
  • Boost back-office productivity with AI-powered agents that automate tasks.
Solutions for Banks
Solution Image
FOR FINTECHS

Financial Technology that powers a new era of embedded FinTech innovation.

  • Build on a unified all-in-one solution for banking and card issuance.
  • Launch compliant FinTech products that add revenue & drive growth.
  • Unlock the potential of a thriving embedded FinTech ecosystem.
Solutions for FinTechs

Who we are

UPTIQ team has deep expertise in Financial Services & Technology with relationships built over decades.

Office Image
2022
Founded
100+
Partners
300+
Wealth Firms
$25M+
Funding
BACKED BY
STRATEGIC PARTNERS
Learn More

Why UPTIQ

UPTIQ's Enterprise AI platform for financial services delivers intelligent solutions for Wealth Firms, Banks, and FinTechs. It is a company that is not just technology-driven and human-centric but has a proven track record of pushing the boundaries of financial services.

Why Icon

Experienced Entrepreneurs

Our leadership team has built multiple successful tech-first businesses.

Why Icon

Technology Innovators

We've spent years building technology used by leading companies & banks.

Why Icon

Solution Focused

Our senior executive team comprises of former lenders, bank executives, CTOs.

Ready to get started with your AI application?

Schedule a Demo

UPTIQ's Enterprise AI platform for financial services delivers intelligent solutions for Wealth Firms, Banks & FinTechs.

Home
Overview
Platform
Platform OverviewAI WorkbenchData Gateway
Solutions For
Wealth FirmsBanksFinTechsBrokers
Company
About Us

© 2024 UPTIQ, Inc. All rights reserved.
Privacy Policy | Terms of Use‍