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About Uptiq

https://www.uptiq.ai/

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Broadridge Uptiq partnership integrates AI in wealth lending

Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions

August 7 2025

Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, has announced a new strategic partnership and minority investment in Uptiq, an AI platform for financial services. Integrating Uptiq's technology into Broadridge's Wealth Lending Network (WLN) provides financial advisors and banks access to turnkey, agentic AI applications that automate securities-based lending (SBL) workflows, deliver detailed insights, and enhance outcomes for clients.

Fintech

Fintech

Broadridge Uptiq partnership integrates AI in wealth lending

Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions

August 7 2025

Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, has announced a new strategic partnership and minority investment in Uptiq, an AI platform for financial services. Integrating Uptiq's technology into Broadridge's Wealth Lending Network (WLN) provides financial advisors and banks access to turnkey, agentic AI applications that automate securities-based lending (SBL) workflows, deliver detailed insights, and enhance outcomes for clients.

Snehal Fulzele