UPTIQ
HQ Address
7300 State Hwy 121, Suite 300, McKinney TX 75070, United States
Website Address
Business introduction
The AI Platform for Financial Services
Outcome-driven AI agents that drive growth, scale operations, and deliver results across banks, credit unions, wealth, fintech, and non-bank lenders
Founded by industry veterans, Uptiq is the enterprise-ready AI platform purpose-built to modernize financial services workflows. With deep domain expertise, our sophisticated AI powers a unified solution that enhances operational efficiency and maximizes team capacity, driving superior outcomes through a better client experience. Uptiq delivers rapid results through easily deployable AI agentic apps and an innovative AI Workbench that enables institutions to adapt and scale with evolving business needs.
Trusted by over 140 financial institutions, including Focus Financial Partners, Orion, Broadridge, and TransPecos Banks, Uptiq is the proven AI partner for highly regulated industries. With over US$1 billion in transactions processed and more than US$23 million in equity funding, Uptiq isn’t just shaping the future of AI in financial services — it’s leading it.
UPTIQ Solutions
UPTIQ Agents Unlimited
One program. Endless possibilities Agents Unlimited is your enterprise’s on-demand AI innovation partner. From customer experience to compliance, our experts co-create a prioritized roadmap and deliver AI agents that extend across every function of your business. From idea to impact — in hour, not months Experience our Financial Analysis app built with AI......
business needs
view solutionUPTIQ AI Workbench
AI WorkBench - Imagine it. Build it Building enterprise-grade AI in financial services sounds simple — until you try. Legacy systems, compliance rules, and disconnected tools make it slow, costly, and risky. AI skills built for banking, lending, and wealth — not generic AI retrofits Uptiq’s agents come with pre-trained financial skills, so......
