Uptiq has announced a major milestone with its Uptiq Series B funding round, raising $25 million to expand its industry-ready AI solutions. The company also introduced Qore, an orchestration platform built for developers and financial institutions. The round was led by Curql, with support from strategic investors across banking, fintech, and enterprise software.
Uptiq Series B Signals Strong Investor Confidence
The Uptiq Series B reflects rising demand for production-ready AI in financial services. Many institutions want AI but struggle to move beyond pilot programs. Regulatory complexity and disconnected systems often slow adoption.
Uptiq solves these issues with pre-packaged AI applications and digital workers. These tools are designed for regulated environments. They deploy quickly and integrate with existing core systems. Enterprise-grade compliance is built in from the start.
AI Solutions Built for Financial Institutions
Uptiq delivers specialized solutions for multiple financial segments. Banks and credit unions can use AI for commercial lending, covenant monitoring, and servicing. Banker co-pilots help teams improve productivity and decision-making.
Wealth management firms benefit from advisor co-pilots. These tools simplify onboarding and automate compliance documentation. They also provide portfolio insights and enhance client engagement.
Fintech and embedded finance providers gain access to AI-driven underwriting and risk analysis. Automation features help reduce manual work and improve operational efficiency.
Qore Powers the Uptiq Platform
At the center of the ecosystem is Qore, Uptiq’s AI orchestration platform. It combines document intelligence, financial skills, multi-agent workflows, and secure integrations in one system.
Developers can build financial AI applications using natural language prompts. Pre-built capabilities remove the need for fragmented tech stacks. Qore also manages document processing, permissions, audit trails, and system integrations out of the box.
Expansion Plans After Uptiq Series B
Following the Uptiq Series B, the company plans to expand Qore into a self-serve platform. Fintech startups, internal bank teams, and independent developers will be able to build and deploy applications faster. What once took months could soon take days.
This shift is expected to accelerate innovation while reducing development complexity. It also allows institutions to adopt compliant AI without heavy infrastructure investments.
Proven Adoption and Measurable Results
Uptiq is already trusted by more than 140 financial institutions. The platform has processed over $1 billion in transactions across lending and wealth workflows.
Customers report up to 41% faster underwriting decisions. Operational costs have dropped by as much as 29%. Many institutions now handle twice the loan volume without increasing headcount.
Leadership Driving Future Growth
Uptiq was founded by fintech entrepreneur Snehal Fulzele. The company is positioning itself as a leader in AI infrastructure for financial services. Its platform vision focuses on scalability, compliance, and real-world performance.
The Uptiq Series B reinforces investor confidence in the company’s strategy. As AI adoption accelerates, Uptiq aims to help institutions shift from experimentation to production impact. With Qore, developers can build secure and scalable financial applications that meet regulatory standards.
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