UPTIQ

UPTIQ

Financial Services

Enterprise AI for Financial Services

About us

Uptiq delivers an Enterprise AI Platform for the Banking, Wealth Management, and Fintech industries. By combining cutting-edge AI technology with compliant solutions, Uptiq helps financial institutions modernize their services, enhance operational efficiency, and deepen client relationships. With a particular emphasis on delivering reliable, accurate AI outputs, Uptiq’s technology is designed to avoid common LLM pitfalls like hallucinations, making it a trusted partner for highly regulated industries. After years of development and refinement, Uptiq has successfully processed over a few billion in financial transactions, proving the platform’s impact and reliability in handling complex financial transactions.

Website
https://www.uptiq.ai/
Industry
Financial Services
Company size
51-200 employees
Type
Privately Held
Founded
2022
Specialties
fintech, lending, wealth, RIA, marketplace, loan origination, and banking

Products

Employees at UPTIQ

Updates

  • View organization page for UPTIQ, graphic

    2,641 followers

    🎉 Exciting News from Uptiq! 🎉 We’re thrilled to announce that Uptiq has acquired Upswot, a leader in providing easy access to end customer’s permissioned Financial Data to Financial Institutions. This marks a transformative moment for our journey as this enables our customers to make their enterprise data Gen-AI ready. Together with Uptiq’s AI Workbench, delivering innovative AI applications for financial industry is now 10X faster! With Upswot’s data gateway paired with Uptiq’s no-code AI workbench, Uptiq is greatly positioned as the leading Enterprise AI Platform for Financial Services, unlocking tremendous efficiency gains through its AI Agents such as Commercial Loan Origination AI Agent, Mortgage Compliance AI Agent and a few dozen others. The acquisition of Upswot will allow us to: Deliver Gen AI applications rapidly. Deliver experiences integrated in their existing Tech providers such as Core Banking, CRM, or Digital Banking Software solutions. Enables us to deliver an AI Adoption playbook for our FI customers and partners. We’re incredibly grateful to our team, partners, and clients who have made this possible. This is just the beginning of an exciting new chapter for Uptiq! https://lnkd.in/eRSyhvAi

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  • Imagine a world where AI can analyze markets, optimize portfolios, and predict financial trends faster and more accurately than any human ever could. It’s no wonder some people are asking: Do we even need financial advisors anymore? But here’s the other side of the story… Even the smartest AI can’t replace the human touch. When your client is deciding whether to retire early, invest in a family business, or manage a sudden financial windfall, they don’t just want numbers—they want a conversation. A trusted advisor to validate their choices, explore their goals, and guide them through the emotional side of money. AI isn’t here to replace financial advisors; it’s here to amplify their impact. Together, they can deliver smarter strategies and deeper connections.

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  • View organization page for UPTIQ, graphic

    2,641 followers

    We’re thrilled to be at the #AdviceTechLIVE virtual event, happening today and tomorrow (Tuesday, 11/12 – Wednesday, 11/13)! Be sure to stop by our virtual booth and check out our session on Wednesday at 3:30 pm ET to discover how technology and AI are empowering financial advisors to deliver more holistic solutions to their clients. And feel free to reach out to Jared Ingersoll for more information! Click the link below to register. We look forward to connecting with you there! https://lnkd.in/e4QVStZU

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  • View organization page for UPTIQ, graphic

    2,641 followers

    Imagine an AI That Automates Financial Workflows Without Hallucinations. Uptiq Just Made It a Reality… 💡 Introducing Uptiq Enterprise AI Platform, custom-built for the regulated financial services industry. Deployed in over 350 institutions, including major players like Focus Financial Partners, our AI-first solution is transforming how banks, wealth managers, and credit unions operate. 🔑 Key Features: • AI Workbench for Custom Workflows • Seamless Integration with Leading WealthTech & BankTech Platforms • Reliable AI with No Hallucinations • Full Security and Compliance Focus Uptiq AI helps advisors, loan officers, and back-office staff automate tasks, engage clients naturally, and access live data from over 100 enterprise software connections. Already proven to handle over $1 billion in loans, it’s a game-changer for financial institutions. 🔗 Curious how Uptiq AI can transform your operations? Learn more here: https://lnkd.in/eAy-BHVY We are also demonstrating some of our best work at Money2020 — Please visit us at Booth #1026.

    Uptiq Launches Enterprise AI Platform for Banks, Wealth Management Firms and FinTechs

    Uptiq Launches Enterprise AI Platform for Banks, Wealth Management Firms and FinTechs

    uptiq.ai

  • View organization page for UPTIQ, graphic

    2,641 followers

    Holistic Advising: Myth or Necessity in Today’s Financial World? 🌐 We often tout ourselves as ‘holistic advisors,’ but can we claim that title if we ignore our clients’ liabilities? Some argue that debt management is outside our scope. But in a world where financial challenges are increasingly complex, should we broaden our services to meet all our clients’ needs? Let’s open the floor for discussion. How integral is liability management to true holistic advising?

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    2,641 followers

    This One Change Catapulted Me to the Top Financial Advisor in My Firm 🚀 A while back, I was competing with several advisors for a high-profile client named Lisa. Instead of pitching my services right away and doing what I usually do, I decided to try something different. I was used to telling prospects like Lisa how different I was from other financial advisors—why I’m more comprehensive, why my approach stands out, and so on. But this time, I let Lisa do most of the talking. I asked her about her concerns and spent very little time discussing what I offer. After explaining how I could help, I asked her to describe in her own words how things would be different if she worked with me. I framed the question this way: “Lisa, now that I’ve explained what I can do for you, I’d love to hear from you what it would do for you personally if I helped you with your finances.” She hesitated at first, but as I gently prompted for more details, she began to open up. She explained how having the right financial guidance would alleviate her worries about supporting her aging parents and give her peace of mind about her future. As she shared, we started envisioning that brighter future together. In the end, she chose to work with me—not because I had a better pitch, but because I helped her understand her own needs more deeply. She articulated the positive outcomes of working with me herself. The takeaway? Get your clients to sell themselves on why they should work with you. When they hear it from their own mouth, they’re convincing themselves instead of you trying to persuade them. This change transformed my trajectory, doubling my AUM!!

  • View organization page for UPTIQ, graphic

    2,641 followers

    Could AI Replace Financial Advisors? 🤖💼 With the rapid advancements in artificial intelligence, some believe that AI could soon take over tasks traditionally handled by financial advisors. Algorithms can analyze vast amounts of data instantly, potentially offering investment strategies and financial planning with unparalleled efficiency. On the other hand, can AI truly replicate the personalized touch and deep understanding that human advisors bring to the table? Financial decisions are often intertwined with personal goals, emotions, and life events—areas where human empathy and insight are irreplaceable. Is AI set to replace financial advisors, or will it serve as a tool to enhance the services we provide?

  • View organization page for UPTIQ, graphic

    2,641 followers

    Are Banks Failing Their Clients? Why Financial Advisors Should Be the First Choice for Loans In today's rapidly changing financial landscape, it's time to question whether traditional banks are truly serving the best interests of their clients. As financial advisors, we have the unique opportunity to offer something banks often overlook: personalized service and tailored financial strategies. 🔍 Why Choose a Financial Advisor Over a Bank? Personalized Service: Unlike banks, which often apply a one-size-fits-all approach, financial advisors take the time to understand each client's unique financial situation and goals. This allows us to craft loan solutions that align perfectly with their needs. Holistic Financial Planning: We don't just focus on loans; we consider the client's entire financial picture. This means we can offer advice that integrates their liabilities with their broader financial plan, ensuring long-term success. Flexibility and Innovation: Financial advisors are not bound by rigid banking structures. We can explore innovative financing options and negotiate terms that are truly in the client's best interest. Building Trusting Relationships: Our role goes beyond transactions; we build lasting relationships with our clients. This trust empowers clients to make informed decisions about their liabilities and overall financial health. Are banks meeting your clients' needs when it comes to managing liabilities? How can we, as financial advisors, step up to provide superior service and solutions? Thoughts? 👇

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Funding

UPTIQ 3 total rounds

Last Round

Series A

US$ 20.5M

See more info on crunchbase