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UPTIQ

30 employees

UPTIQ's connects wealth advisors and their clients to a comprehensive set of financial services products.

Basic info

Industry

financial services

Sectors

wealth
Wealth Management
Lending
Financial Services
lending
marketplace
FinTech
RIA
fintech
loan origination
banking

Date founded

2022

Funding rounds raised

Total raised

$12M

from 7 investors over 7 rounds

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UPTIQ raised undisclosed on January 1, 2023

Investors: BAT VC

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UPTIQ raised $12M on January 4, 2022

Investors: Ulu Ventures, BAT Ventures Pte Ltd, Greycroft, Cota Capital, 645 Ventures and Green Visor Capital GP I LLC

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