Uptiq, an AI platform designed for financial services, has announced the completion of its $25 million Series B funding round. The investment was spearheaded by Curql, with additional participation from Silverton Partners, 645 Ventures, Broadridge, Green Visor Capital, Live Oak Ventures, First Capital, Epic Ventures, Tau Ventures, and Evolution VC.
The funding aims to accelerate Uptiq’s mission to provide production-ready AI applications and digital workers specifically tailored for financial institutions. The company addresses a key challenge in the industry where many financial organizations struggle to move beyond AI pilots due to regulatory complexities, fragmented legacy systems, and a shortage of specialized solutions.
Uptiq’s platform delivers pre-packaged AI applications that integrate with existing core systems and meet enterprise-grade compliance requirements from day one. Its industry-specific solutions encompass several key areas. For banking and credit unions, Uptiq offers AI-powered tools for commercial lending, covenant monitoring, servicing, and banker co-pilots. In wealth management, the platform supports advisor co-pilots for onboarding, compliance documentation, portfolio insights, and client engagement. Furthermore, it provides AI-driven underwriting, risk analysis, and operational automation for fintech and embedded finance applications.
Central to Uptiq’s offerings is Qore, its AI orchestration platform. Qore unifies document intelligence, a comprehensive library of financial skills, multi-agent workflows, and secure integrations into a single system. This enables developers to construct financial AI applications using natural language prompts and pre-built financial capabilities, avoiding the need to assemble disparate AI stacks or rebuild compliance layers.
With the new Series B funding, Uptiq plans to evolve Qore into a self-serve platform, empowering fintech startups, internal bank teams, and independent developers to rapidly prototype and deploy financial AI solutions. Over time, Uptiq intends to expand support for a broader ecosystem of SMB and consumer-facing applications built on Qore, complete with integrated compliance, risk controls, and enterprise integrations.
Uptiq’s platform is currently utilized by over 140 financial institutions, including Focus Financial Partners, Alpha Modus, Orion, Broadridge, Nano Banc, and TransPecos Banks. The system has processed more than $1 billion in transactions across lending and wealth workflows. Customers leveraging Uptiq’s AI agents have reported up to 41% faster underwriting decisions, 29% lower operational costs, and the ability to process double the volume of loan applications without increasing headcount.
Dave Tucker, Partner at Curql, commented on the investment, stating, “Banks and credit unions don’t need more AI demos—they need systems that actually run in production. Uptiq combines production-ready financial AI with a platform builders can extend, which is why we’re excited to back the team.”
Snehal Fulzele, Founder and CEO of Uptiq, reiterated the importance of practical AI solutions: “At a time when AI hype is everywhere, financial institutions need systems that actually work in production. Uptiq delivers industry-ready AI that institutions and builders can trust inside regulated environments.” Mr. Fulzele brings over a decade of experience as a fintech entrepreneur, specializing in AI, data, and automation within regulated financial environments.
Morgan Flager of Silverton Partners noted, “Uptiq is defining a new category of AI infrastructure purpose-built for financial services. Their approach aligns modern AI development with the realities of regulated enterprises.” Nnamdi Okike, Co-Founder and Managing Partner at 645 Ventures, added, “Financial services is at an inflection point where AI must move from experimentation to real production impact. Uptiq is uniquely positioned to lead that shift with industry-ready agents, proven deployment at scale, and a clear platform vision.”
