Key facts
- UPTIQ’s last known valuation is $131.2M (Feb 2026).
- It has raised $58.0M across 1 recorded rounds; the latest was Early Stage VC ($21.0M) in Oct 2024.
- Notable investors include Greycroft, Ulu Ventures, Evolution (Venture Capital), Tau Ventures, 645 Ventures — 21 tracked in total.
- UPTIQ has filed 2 Form Ds with the SEC since 2024, most recently Feb 2025 ($21.0M sold to 32 investors).
- Status: Privately Held (backing).
Leadership
- Anand DeshmukhChief Technology Officer
- Andrew BertolinaChief Strategy Officer
- Gaurav MehraChief Operating Officer
- ·Post-money valuations for all 1 rounds
- ·The complete investor list — 21 names
- ·Watchlist + deal alerts for UPTIQ
Funding rounds
1 roundsAbout UPTIQ
Developer of an AI agent platform designed to automate and optimize financial services workflows across lending, digital banking, and wealth management. The company's platform offers purpose-built AI agents, low-code agent building tools, pre-trained finance-specific models, and integrations with core banking and wealth systems, enabling banks, credit unions, fintech firms, and non-bank lenders to accelerate decision-making, improve compliance, and scale operations efficiently.
- Sector
- Information Technology
- HQ
- McKinney, TX, United States
- Founded
- 2022
- Employees
- 129
- Website
- uptiq.ai/
- Ownership
- Privately Held (backing)
UPTIQ doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in UPTIQ shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on UPTIQ in its N-PORT filings yet. We sweep new filings monthly.