Uptiq Raises $25 Million Series B To Expand Financial AI Platform

The Uptiq Series B funding round marks a notable step for the fintech ecosystem as financial institutions seek production ready artificial intelligence solutions that meet regulatory and operational demands.

Uptiq, an AI platform built specifically for financial services, announced it has raised $25 million in Series B funding from a group of strategic and financial investors spanning banking, fintech, and enterprise software. 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.

“Banks and credit unions don’t need more AI demos—they need systems that actually run in production,” said Dave Tucker, Partner at Curql. “Uptiq combines production-ready financial AI with a platform builders can extend, which is why we’re excited to back the team.”

Financial institutions have shown growing interest in AI adoption, yet many struggle to move beyond pilot programs due to regulatory complexity, fragmented technology stacks, and a lack of domain specific tools. Uptiq was designed to address these barriers. Rather than offering a horizontal AI framework, the company delivers pre packaged AI applications and digital workers tailored for financial services. These systems are designed to integrate with existing core banking infrastructure and meet enterprise grade compliance standards from the outset.

Uptiq’s solutions span banking and credit unions with tools for commercial lending, covenant monitoring, servicing, and banker copilots. In wealth management, the platform provides advisor copilots that support onboarding, compliance documentation, portfolio insights, and client engagement. For fintech and embedded finance providers, Uptiq offers AI driven underwriting, risk analysis, and operational automation.

“At a time when AI hype is everywhere, financial institutions need systems that actually work in production,” said Snehal Fulzele, Founder and CEO of Uptiq. “Uptiq delivers industry-ready AI that institutions and builders can trust inside regulated environments.”

All of Uptiq’s applications are powered by Qore, its AI orchestration platform that integrates document intelligence, financial skills libraries, multi agent workflows, and secure system integrations. Qore enables developers to build financial AI applications using natural language prompts and pre built capabilities, while handling document processing, financial reasoning, permissions, audit trails, and core system connectivity.

As part of the Uptiq Series B funding, the company plans to expand Qore into a self serve platform for developers, internal bank teams, and fintech startups. Uptiq reports that more than 140 financial institutions, including Focus Financial Partners, Alpha Modus, Orion, Broadridge, Nano Banc, and TransPecos Banks, currently use its platform. The system has processed over $1 billion in transactions across lending and wealth workflows, with customers reporting up to 41 percent faster underwriting decisions and 29 percent lower operational costs.

“Uptiq is defining a new category of AI infrastructure purpose-built for financial services,” said Morgan Flager of Silverton Partners.

“Financial services is at an inflection point where AI must move from experimentation to real production impact,” said Nnamdi Okike, Co-Founder and Managing Partner at 645 Ventures. “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.”

As demand grows for compliant AI infrastructure within regulated markets, the Uptiq Series B funding positions the company to scale Qore and accelerate production ready AI adoption across banking, wealth management, and fintech sectors.