Uptiq
Mckinney, US · Founded 2021 · Delaware corporation · 186 employees on LinkedIn · 18 known investors
Uptiq builds pre-built, domain-trained AI agents that automate operational work in banking and lending—covering prospecting, onboarding, underwriting, credit decisioning, risk monitoring, and client engagement. It serves banks, credit unions, wealth managers, equipment finance firms, and private credit lenders, running on its Qore AI platform with logging, role-based controls, and audit trails for compliance.
Founders & leadership
Uptiq was founded in 2021 by Snehal Fulzele.
SF
Snehal FulzeleinFounder & CEO
GP
Ganapathi PalanipandianNamed on SEC filing
Board
NO
MW
Investors · 18
Cota CapitalSan Francisco
Curql Collective, LLCDes Moines
EPIC VENTURESSalt Lake City
Evolution VenturesSan Francisco
Hourglass Venture PartnersSan Francisco
Silverton PartnersAustin · $200K – $2M
Tau VenturesPalo Alto · $500K
Ulu VenturesPalo Alto · $2M
645 Venturesreported · 2 sourcesNew York · $1M – $5Mvia Nnamdi Okike · board
Broadridgereported
FirstCapitalreportedMilford
Green Visor Capitalreported · 2 sourcesNew York
TAU Venturesreported · 2 sourcesTel Aviv · $1M – $28M
Also in the syndicate · 5
CurqlleadEvolution VCFirst CapitalLive Oak Venture PartnersLive Oak Ventures
Funding
SEC filings, press & company announcements$58M disclosed across 3 rounds · 2024–2026
- $25MSeries BFeb 2026 · 4 sources
Curql (lead), 645 Ventures, Broadridge, Epic Ventures, Evolution VC, First Capital, Green Visor Capital, Live Oak Ventures, Silverton Partners, Tau Ventures
Source ↗ - $12MraisedOct 2025 · 2 sources
Silverton Partners (lead), First Capital, Green Visor Capital, Live Oak Venture Partners, Tau Ventures
Source ↗
▶$21MraisedFeb 2025 · 32 investors · OtherRule 506(b)
▶$21MraisedFeb 2025 · 32 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Ganapathi PalanipandianDirector
- Nnamdi OkikeDirector
- Snehal FulzeleExecutive Officer, Director
- Michael WalshDirector
- Offering amount
- $23.6M
- Amount sold
- $21M
- First sale
- Oct 2024
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 9
by search overlap
Netezza27 shared keywordsIBM is a global technology company whose business spans enterprise software (including Red Hat, HashiCorp, and Confluent), IT infrastructure such as mainframes, servers, and storage, and IT consulting services. The company is also investing heavily in quantum computing and AI-based enterprise offerings, including its Lightwell open-source software security clearinghouse and the Anderon quantum wafer foundry.
Arya.ai, Homepage17 shared keywordsArya AI provides pre-built, finance-specific AI models designed to help banks, insurance companies, and financial institutions deploy machine learning solutions quickly. The company offers production-grade models that can be implemented within weeks to support decision-making at scale.
Moody's15 shared keywordsMoody's is a credit rating agency and financial intelligence provider that offers risk analysis, credit market insights, compliance tools, and advisory services to institutional investors and financial organizations.
Creatio14 shared keywordsCreatio is an AI-native CRM and workflow automation platform that enables users to build agents and applications through AI coding agents and no-code visual designers. It serves marketing, sales, and service teams across various industries with capabilities for lead management, sales force automation, and business process management.
Lyzr14 shared keywordsLyzr builds infrastructure and platforms for deploying production-grade AI agents in enterprises, with emphasis on governance, security, observability, and human oversight. The company serves organizations across industries seeking to automate critical workflows while maintaining trust and compliance.
Glean12 shared keywordsGlean provides an AI-powered workplace search and knowledge management platform that connects company data across documents, messages, tickets, and systems to help teams access information and complete work. The platform serves multiple departments including engineering, sales, support, marketing, and IT teams across enterprises.
Highradius12 shared keywordsHighRadius provides software for order-to-cash and treasury finance operations, including credit, collections, deductions, cash application, and invoicing and payments automation. It serves large enterprises and Fortune 1000 companies looking to improve financial performance metrics such as Days Sales Outstanding.
Docsumo11 shared keywordsDocsumo provides APIs and document processing platform to extract data from unstructured documents across industries including insurance, banking, and logistics. The platform enables businesses to automate document data capture with 90%+ touchless processing capabilities.
VantIQ10 shared keywordsVantiq provides a platform for building real-time, AI-driven intelligent applications. The platform serves system integrators, independent software vendors, and technology partners to deliver automation systems requiring instant response and continuous operation.
Companies competing with Uptiq for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Uptiq do?
- Uptiq builds pre-built, domain-trained AI agents that automate operational work in banking and lending—covering prospecting, onboarding, underwriting, credit decisioning, risk monitoring, and client engagement. It serves banks, credit unions, wealth managers, equipment finance firms, and private credit lenders, running on its Qore AI platform with logging, role-based controls, and audit trails for compliance.
- Who founded Uptiq?
- Uptiq was founded by Snehal Fulzele in 2021.
- Who are Uptiq's investors?
- Uptiq's investors include Cota Capital, Curql Collective, LLC, EPIC VENTURES, Evolution Ventures, Hourglass Venture Partners, Silverton Partners, Tau Ventures, Ulu Ventures and 5 more.
- How much funding has Uptiq raised?
- Uptiq has disclosed $58M raised across 3 rounds.
- Where is Uptiq headquartered?
- Uptiq is headquartered in Mckinney, US.