Uptiq Raises $25 Million In Series B Funding Round

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How much did Uptiq raise in its Series B round?

Uptiq.ai, a Dallas-based AI platform specializing in financial services automation, recently raised $25 million in Series B funding, led by Curql with participation from investors including Silverton Partners, 645 Ventures, Broadridge, and others. The capital will support scaling its Qore AI orchestration platform, expanding adoption among banks, credit unions, RIAs, and fintechs, where its agents already process over $1 billion in loan balances and deliver significant efficiency gains such as 41% faster underwriting and 29% lower operational costs.

What is Uptiq’s main focus?

Uptiq.ai, founded in 2022 and headquartered in Dallas, Texas, develops AI agents designed to automate complex workflows in lending and wealth management. Led by CEO Snehal Fulzele, the platform integrates with banks’ core systems and document repositories to handle tasks like application intake, client onboarding, compliance documentation, commercial underwriting, covenant monitoring, and loan servicing. It emphasizes “humans in the loop” for reviews and maintains audit trails by writing outputs back to systems of record. Uptiq serves banks, credit unions, RIAs, wealth platforms, and fintechs, with over 140 institutions using its solutions, including Focus Financial Partners, Orion, Broadridge, Nano Banc, and TransPecos Bank. Customers report benefits such as 41% faster underwriting, 29% lower operational costs, and up to 2x loan volume without additional staff. The company has processed over $1 billion in loan balances in the past 18 months.

The $25 million Series B round positions Uptiq to scale its Qore platform, an AI orchestration layer that simplifies building financial AI applications using natural language prompts and pre-built capabilities. Curql’s leadership in the round provides strategic distribution advantages through its credit union LP base. Pricing includes a base platform fee plus usage based charges, with full deployments typically taking 3-4 months. Prior rounds include a $12 million raise in October 2025 led by Silverton Partners, contributing to a reported total of $45 million before this latest infusion.

This funding underscores investor confidence in AI’s role in modernizing legacy financial systems, potentially accelerating Uptiq’s market penetration in a sector facing regulatory and efficiency pressures. It may enable deeper integrations and custom agent development, positioning Uptiq against competitors like WorkFusion and Auquan in the financial AI space. Challenges such as integration timelines and maintaining human oversight could influence adoption, but reported metrics suggest strong value for cost-conscious institutions.

Uptiq.ai, a Dallas-based innovator in AI infrastructure for financial services, has raised $25 million in its Series B funding round, marking a significant milestone in its journey to transform banking and wealth management workflows. This round was led by Curql, a venture fund focused on credit unions and financial technology, with participation from a diverse group of investors including Silverton Partners, 645 Ventures, Broadridge, Green Visor Capital, Live Oak Ventures, First Capital, Epic Ventures, Tau Ventures, and Evolution VC. This investment not only bolsters Uptiq’s financial position but also leverages Curql’s network of credit union limited partners to enhance distribution and adoption within the sector. CEO Snehal Fulzele highlighted the strategic value, noting that it provides “an amazing distribution opportunity” for scaling AI agents across financial institutions.

Founded in 2022 by Snehal Fulzele, Uptiq.ai addresses key pain points in financial services by deploying AI agents that automate document intensive processes while ensuring compliance and security. The company’s flagship Qore platform serves as an AI orchestration layer, integrating seamlessly with legacy banking software to handle tasks such as application intake, client onboarding, compliance documentation, commercial underwriting, covenant monitoring, and loan servicing. Unlike fully autonomous systems, Uptiq maintains a “humans in the loop” approach, routing AI outputs to underwriters, bankers, or compliance teams for review before implementation, and automatically updating systems of record to preserve audit trails. This design prioritizes enterprise grade security, full auditability, and domain specific expertise, making it suitable for regulated environments.

Uptiq’s solutions cater to three primary customer segments: banks and credit unions for lending and servicing workflows; registered investment advisors (RIAs) and wealth management platforms for onboarding, compliance, and portfolio insights; and fintech developers seeking to build custom AI applications using Qore’s pre-packaged financial skills and natural language prompts. The platform eliminates the need for fragmented AI stacks or rebuilding compliance layers, enabling faster deployment of intelligent applications across lending, wealth, compliance, and operations. Customers can begin with self serve standalone agents before advancing to full integrations, with typical production deployments requiring about three to four months post contract. Pricing follows an enterprise model with a base platform fee supplemented by usage based charges, aligning costs with value delivered.

The company’s traction is evident in its user base of over 140 financial institutions worldwide, including notable clients like Focus Financial Partners, Alpha Modus, Orion, Broadridge, Nano Banc, and TransPecos Banks. Uptiq reports impressive outcomes, such as 41% faster underwriting times, 29% reductions in operational costs, and up to double the loan volume without increasing headcount. Over the past 18 months, the platform has processed more than $1 billion in loan balances, demonstrating its scalability and real world impact in streamlining financial operations.

This Series B round builds on Uptiq’s prior fundraising efforts, which have collectively raised approximately $45 million before this infusion, according to available data. The funds will support expanded operations, product development, and go to market strategies, including scaling Qore adoption across banks, RIAs, and fintech ecosystems; enhancing AI infrastructure and compliance frameworks for enterprise clients; growing engineering, research, and customer success teams; and strengthening partnerships to establish Qore as the standard AI layer in financial services. This aligns with Uptiq’s 2026 growth plans, as outlined in previous announcements, emphasizing large scale platform accessibility.

In the broader market context, Uptiq operates in a rapidly evolving AI for financial services landscape, where demand for automation is driven by regulatory complexities, cost pressures, and the need for faster decision making. Competitors such as WorkFusion, Auquan, and OnCorps offer similar AI driven solutions for financial processes, but Uptiq differentiates through its focus on multi agent workflows, deep financial domain integration, and no code accessibility for builders. The investment reflects optimism in AI’s potential to overhaul legacy systems, though challenges like data privacy, integration hurdles, and evolving regulations could temper growth. Partnerships, such as those with Broadridge and Tyfone, further position Uptiq for ecosystem expansion.

The investor syndicate combines fintech specialists and strategic players: Curql brings credit union expertise; Silverton Partners and Live Oak Ventures offer repeat support from prior rounds; Broadridge adds wealth management insights; and others like Tau Ventures and Epic Ventures contribute AI and early stage venture experience. This mix suggests a balanced approach to scaling, with potential for follow-on investments or acquisitions in the consolidating fintech AI space.

Overall, this funding round positions Uptiq to capitalize on the AI boom in finance, potentially driving innovation in how institutions handle workflows and client interactions. As the company executes its expansion plans, it could emerge as a key enabler for digital transformation in banking and wealth management.

Recommended: MaiaEdge Raises $20 Million In Series A Funding Round

Funding History

Investors in Series B Round

Performance Metrics Table

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