Uptiq secures $25m Series B to scale financial AI

February 13, 2026

Uptiq, an AI platform purpose-built for financial services, has raised $25m in a Series B round to accelerate the rollout of its industry-ready AI solutions and expand its new Qore platform for builders.

The $25m 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.

Financial institutions have shown strong appetite for AI, but many struggle to move beyond pilot projects due to regulatory complexity, fragmented infrastructure and a shortage of domain-specific tools, it said. Uptiq aims to address this gap by delivering pre-packaged AI applications and digital workers designed specifically for financial services. Unlike horizontal AI platforms, its solutions are built to integrate with existing core systems and meet enterprise-grade compliance requirements from the outset.

The company’s AI offerings span multiple segments. In banking and credit unions, Uptiq provides AI-powered tools for commercial lending, covenant monitoring, servicing and banker co-pilots. In wealth management, it offers advisor co-pilots covering onboarding, compliance documentation, portfolio insights and client engagement. For FinTech and embedded finance providers, the platform delivers AI-driven underwriting, risk analysis and operational automation.

All solutions are powered by Qore, Uptiq’s AI orchestration platform. Qore combines document intelligence, a deep library of financial skills, multi-agent workflows and secure integrations in a single system. Developers can build financial AI applications using natural language prompts and pre-built financial capabilities, without assembling separate AI components or recreating compliance frameworks. Qore manages document processing, financial reasoning, permissions, auditability and integrations with core systems out of the box.

As part of the Series B, Uptiq plans to expand Qore into a self-serve environment, enabling FinTech startups, internal bank teams and independent developers to prototype and deploy financial AI applications in days rather than months.

The company says its platform is already trusted by more than 140 financial institutions, including Focus Financial Partners, Alpha Modus, Orion, Broadridge, Nano Banc and TransPecos Banks. Uptiq reports that it has processed over $1bn in transactions across lending and wealth workflows, with customers achieving up to 41% faster underwriting decisions, 29% lower operational costs and double the loan application volume without increasing headcount.

Uptiq provides AI infrastructure for banks, credit unions, wealth managers and fintechs, enabling the deployment of intelligent applications and AI agents across lending, wealth, compliance and operations. The platform is built with enterprise-grade security, full auditability and deep financial domain expertise to help organisations move from AI experimentation to production deployment.

Uptiq founder and CEO Snehal Fulzele said, “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.”

645 Ventures co-founder and managing partner Nnamdi Okike said, “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. The team understands both the technology and the operational realities of financial institutions, which is why we’re excited to support their next phase of growth.”