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Trusted by 100+ Partners

Enterprise Al for Financial Services

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UPTIQ Platform

Apps & AI Agents

Maximize productivity and efficiency with turnkey apps & AI Agents

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Financial Data Gateway

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

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AI Workbench

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

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about Platform

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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.

Business Client Agent

Proactively uncovers loans in the
existing SMB customer base
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Client Engagement Agent

Proactively uncovers loans &
deposits in existing commercial customer
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Loan Placement Agent

Guides loan request through pre-qualification and final funding review.
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Covenant Tracking Agent

Tracks covenants for commercial
loans during servicing
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Mortgage Loan Processor Agent

Takes care of capturing borrower
documents, computing DTI and loading the file into the LOS
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Commercial Loan Origination Agent

Generates Pre-Flight summaries for
commercial loans, generates PFS, writes credit-memos for committee’s review
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Intelligent Solutions

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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
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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
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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.

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2022
Founded
100+
Partners
300+
Wealth Firms
$25M+
Funding
BACKED BY
STRATEGIC PARTNERS
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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.

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Experienced Entrepreneurs

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

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Technology Innovators

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

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Solution Focused

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

Ready to get started with your AI application?

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

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