Uptiq, an AI platform purpose-built for financial services, announced it has raised $25 million in Series B funding to accelerate the rollout of its industry-ready AI applications and expand its Qore orchestration platform for developers and builders. The 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.
Uptiq is focused on helping financial institutions move beyond AI pilots and into production. While banks and credit unions are eager to adopt artificial intelligence, many face hurdles tied to regulatory complexity, fragmented legacy systems, and a lack of domain-specific AI tools. Uptiq addresses these challenges by delivering pre-packaged, production-ready AI applications and digital workers built specifically for financial services environments.
The company’s solutions span commercial lending, covenant monitoring, servicing, and banker co-pilots for banks and credit unions. In wealth management, Uptiq provides advisor co-pilots for onboarding, compliance documentation, portfolio insights, and client engagement. For fintech and embedded finance providers, the platform offers AI-driven underwriting, risk analysis, and operational automation.
All of these solutions are powered by Qore, Uptiq’s AI orchestration platform. Qore integrates document intelligence, financial skills libraries, multi-agent workflows, and secure core system integrations into a unified platform. Developers can build financial AI applications using natural language prompts and pre-built financial capabilities, while Qore manages document processing, financial reasoning, permissions, auditability, and compliance-ready integrations.
As part of the series b raise, Uptiq plans to expand Qore into a self-serve platform, enabling fintech startups, internal bank innovation teams, and independent developers to prototype and deploy financial AI solutions in days rather than months.
The company reports that its platform is already used by more than 140 financial institutions, including Focus Financial Partners, Alpha Modus, Orion, Nano Banc, and TransPecos Banks. Uptiq says it has processed over $1 billion in transactions across lending and wealth workflows. Customers using its AI agents report up to 41% faster underwriting decisions, 29% lower operational costs, and double the volume of loan applications processed without adding headcount.
Over time, the company aims to support a broader ecosystem of small business and consumer-facing applications built on Qore, embedding compliance, risk controls, and enterprise integrations directly into intelligent financial apps.
Founded and led by Snehal Fulzele, Uptiq is positioning itself as a category-defining AI infrastructure provider for regulated financial services organizations.
KEY QUOTES
“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.”
Dave Tucker, Partner at Curql
“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.”
Snehal Fulzele, Founder And CEO of Uptiq
“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.”
Morgan Flager, Silverton Partners
“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.”
Nnamdi Okike, Co-Founder And Managing Partner at 645 Ventures
