# Uptiq

> Uptiq is an enterprise AI company purpose-built for regulated financial services. Its platform, Qore, lets banks, credit unions, wealth firms, non-bank lenders and fintechs build and deploy AI agents that automate operational work across lending, wealth, compliance and back-office functions - with document intelligence, a library of financial skills, multi-agent orchestration and secure integrations into existing core systems. Founded in 2022 and led by CEO Snehal Fulzele, Uptiq says more than 140 financial institutions run on its platform, reporting faster underwriting, lower operating costs and higher loan volume without adding headcount.

- **Founded:** 2022
- **Headquarters:** Austin, Texas, United States (also Pune, India)
- **Founders:** Snehal Fulzele (Founder & CEO), Anand Deshmukh (Co-founder & CTO), Gaurav Mehra (Co-founder & COO)
- **Team size:** ~90 employees
- **Products:** Qore, AI Workbench (Developer Edition), Lending AI Suite, Wealth Management Suite, Agent Blueprints & Financial Skills Library
- **Notable:** Raised $25M Series B in February 2026, led by Curql, 140-150+ financial institutions live on the platform, $10B+ in transactions processed through its AI agents

## Products & services

- **Qore** — The AI orchestration platform for financial services, combining document intelligence, a library of 100+ financial skills, multi-agent workflows and secure integrations into a single system. Lets teams build and deploy financial AI agents using natural language, without assembling separate components.
- **AI Workbench (Developer Edition)** — Low-code/no-code, LLM-agnostic developer environment for building AI agents and agentic applications for finance. Supports 16+ LLMs plus models fine-tuned for wealth, banking, lending and capital markets.
- **Lending AI Suite** — Pre-built AI agents and blueprints for retail and commercial lending - SBA/USDA and government-guaranteed loans, mortgage, merchant cash advance, cashflow lending, automated underwriting, covenant tracking and loan monitoring.
- **Wealth Management Suite** — AI agents and advisor co-pilots covering the client journey from onboarding and profiling to portfolio insight and client engagement, aimed at high-net-worth and wealth firms.
- **Agent Blueprints & Financial Skills Library** — A composable library of ready-to-deploy financial skills and agent blueprints teams can customize for their institution.

## Achievements

- Raised $25M Series B in February 2026, led by Curql
- 140-150+ financial institutions live on the platform
- $10B+ in transactions processed through its AI agents
- Customers report 41% faster underwriting, 29% lower operational costs and up to 2x loan volume without adding headcount
- Launched Qore at Money20/20 (2025)
- Released AI Workbench Developer Edition supporting 16+ LLMs

## Latest updates

- **2026-02** — Raised $25M Series B led by Curql to scale industry-ready AI solutions and open Qore to builders.
- **2025-10** — Unveiled Qore at Money20/20 and raised $12M to build AI infrastructure for financial services.
- **2025-02** — Launched AI Workbench Developer Edition supporting 16+ LLMs for financial-services agents.
- **2024-10** — Unveiled its enterprise AI platform custom-built for the regulated financial services industry.

## Links

- Website: https://uptiq.ai
- LinkedIn: http://www.linkedin.com/company/uptiqai
- Twitter/X: https://twitter.com/UPTIQ_AI
- YouTube: https://www.youtube.com/@Uptiq-ai
- Instagram: https://www.instagram.com/uptiq.ai
- Facebook: https://facebook.com/UPTIQ

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Profile page: https://yespress.io/uptiq
Published by YesPress — https://yespress.io
Last updated: 2026-07-17