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Tuesday, April 14, 2026
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About Uptiq

https://www.uptiq.ai/

About Uptiq

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 Uptiq raises $25 million Series B led by Curql to scale production-ready AI agents for regulated financial services.

Uptiq Raises $25 Million Series B to Scale Industry-Ready AI Solutions and Launch Qore for Builders

February 13 2026

Uptiq, the AI platform purpose-built for financial services, today announced it has raised $25 million in Series B funding from a group of leading strategic and financial investors across banking, fintech, and enterprise software. The round was led by Curql, with participation from Silverton Partners, 645 Ventures, Broadridge, Green Visor Capital, Live Oak Ventures, First Capital, Epic Ventures, Tau Ventures, and Evolution VC.

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 Snehal Fulzele, CEO of Uptiq.ai, unveils Uptiq Qore at Money20/20 USA alongside Gaurav Mehra, COO of Uptiq, Bill Alessi of Alpha Modus, and Doug Hogan of TransPecos Banks — showcasing the intelligent AI platform transforming financial services innovation.

Uptiq Unveils Qore at Money20/20: The AI Platform That Turns Financial Services Teams Into Builders

October 27 2025

Uptiq.ai will unveil Uptiq Qore at Money20/20 USA, the intelligent platform that enables financial institutions to build production-grade AI applications and agents in weeks

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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.

Uptiq often associated with:

Gaurav Mehra

Gaurav Mehra
Snehal Fulzele

Snehal Fulzele