Uptiq was founded by Snehal Fulzele in 2021.

Who are Uptiq's investors?

Uptiq's investors include 645 Ventures, Cota Capital, Curql Collective, LLC, EPIC VENTURES, Evolution Ventures, Hourglass Venture Partners, Silverton Partners, Tau Ventures and 7 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.

Uptiq

Mckinney, US · Founded 2021 · Delaware corporation · 186 employees on LinkedIn · 18 known investors

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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.

AI & Machine Learning Enterprise Software Fintech

Founders & leadership

Uptiq was founded in 2021 by Snehal Fulzele.

Snehal FulzeleFounder & CEO

Ganapathi PalanipandianNamed on SEC filingGeneral Partner at FirstCapital

Board

Nnamdi Okike Board MemberCo-Founder, Managing Partner at 645 Ventures

Michael WalshBoard directorGeneral Partner at Green Visor Capital

Investors · 18

645 Ventureslisted by 645 VenturesNew York · $1M – $15Mvia Nnamdi Okike · board

How we know: a partner's Signal profile · board seat on SEC Form D · markets.financialcontent.com · 645ventures.com · Not right? Tell us

Cota Capitallisted by Cota CapitalSan Francisco

How we know: Cota Capital's portfolio page · Not right? Tell us

Curql Collective, LLClisted by Curql Collective, LLCDes Moines

How we know: Curql Collective, LLC's portfolio page · a partner's Signal profile · Not right? Tell us

EPIC VENTURESlisted by EPIC VENTURESSalt Lake City

How we know: EPIC VENTURES's portfolio page · markets.financialcontent.com · Not right? Tell us

Evolution Ventureslisted by Evolution VenturesCupertino

Hourglass Venture Partnerslisted by Hourglass Venture PartnersSan Francisco

How we know: Hourglass Venture Partners's portfolio page · Not right? Tell us

Silverton Partnerslisted by Silverton PartnersAustin · $200K – $2M

How we know: Silverton Partners's portfolio page · a partner's Signal profile · funding news · finance.yahoo.com · Not right? Tell us

Tau Ventureslisted by Tau VenturesPalo Alto · $500K

How we know: the VCSheet dataset · Not right? Tell us

Ulu Ventureslisted by Ulu VenturesPalo Alto · $2M

How we know: Ulu Ventures's portfolio page · Not right? Tell us

Broadridgereported

How we know: markets.financialcontent.com · Not right? Tell us

Evolution VC PartnersreportedNew York

How we know: markets.financialcontent.com · Not right? Tell us

FirstCapitalinferredMilford

How we know: board seat on SEC Form D · Not right? Tell us

Green Visor CapitalreportedNew York

How we know: funding news · finance.yahoo.com · open dataset · 5k.vc investor directory · Not right? Tell us

LiveOak VenturesreportedAustin · $500K – $10M

How we know: a partner's Signal profile · finance.yahoo.com · Not right? Tell us

TAU VenturesreportedTel Aviv · $1M

How we know: funding news · finance.yahoo.com · Not right? Tell us

Also in the syndicate · 3

CurqlleadFirst CapitalLive 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 · 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

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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Companies working in the same space as Uptiq.

In the news

Uptiq secures $25m Series B to scale financial AIfintech.global · Feb 2026

Uptiq Raises $25M in Series B Fundingfinsmes.com · Feb 2026

Uptiq.ai Raises $12 Million to Build the Future of AI Infrastructure for Financial Servicesfinance.yahoo.com · Oct 2025

Uptiq.ai Raises $12M in Fundingfinsmes.com · Oct 2025

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 645 Ventures, Cota Capital, Curql Collective, LLC, EPIC VENTURES, Evolution Ventures, Hourglass Venture Partners, Silverton Partners, Tau Ventures and 7 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.