UPTIQ

Enterprise AI for Financial Services

General Information
Company Name
UPTIQ
Founded Year
2022
Location (Offices)
Founders / Decision Makers
Number of Employees
70
Industries
Financial Services, Fintech, Lending and Investments +1
Funding Stage
Seed
Social Media

UPTIQ - Company Profile

UPTIQ is a Financial Services, Fintech, Wealth Management startup with a mission to empower wealth advisors and transform them into superheroes. Established in 2022, the company facilitates a seamless connection between wealth advisors and their clients by offering a wide array of financial services products, thereby actualizing holistic wealth management. UPTIQ's Financial Intelligence Platform leverages data analytics and artificial intelligence to elevate investment experts to heroic status. By meticulously matching, curating, and delivering the most suitable financing solutions for clients, the platform ensures that wealth advisors can access decades of financial expertise at their fingertips. The company's slogan, "We turn Wealth Advisors into Superheroes," encapsulates its core objective of enabling advisors to safeguard their AUM, augment their clients' wealth, and drive additional income. UPTIQ recently secured a Seed Round investment on 01 January 2023 with backing from BAT VC, underscoring its appeal to investors. As UPTIQ continues to make strides in the financial technology sector, its innovative approach and commitment to empowering wealth advisors position it as a promising player in the industry.

Taxonomy: Wealth Management, Financial Intelligence, Investment, AUM Protection, Client Growth, Financial Expertise, Holistic Wealth Management, Financial Products, Data-driven Solutions

Funding Rounds & Investors of UPTIQ (2)

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Funding Stage Amount No. Investors Investors Date
Seed Round Unknown 1 01 Jan 2023
Seed Round $12.00M 8 Jitesh Lohchab 04 Jan 2022

Latest News of UPTIQ

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No recent news or press coverage available for UPTIQ.

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