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Uptiq Raises $25M in Series B Funding for AI Financial Services Platform

Money moves quietly in regulated finance. Until it doesn’t. On Feb 12, 2026, Uptiq stepped into the light with a $25M Series B, led by Curql, the credit union backed venture fund that understands...

Funding Details

Amount

$25M

Round

Series B

Money moves quietly in regulated finance. Until it doesn’t. On Feb 12, 2026, Uptiq stepped into the light with a $25M Series B, led by Curql, the credit union backed venture fund that understands compliance is not a suggestion. Silverton Partners, 645 Ventures, Broadridge, Green Visor Capital, Live Oak Ventures, First Capital, Epic Ventures, Tau Ventures, and Evolution VC all leaned in. Smart capital knows when infrastructure is more valuable than noise.

Congratulations to Snehal Fulzele, Founder & CEO, and Anand Deshmukh, CTO, along with Gaurav Mehra, COO, Andrew Bertolina, Adriene McCance, Jay Shah, Bill Elderton, Dub Sutherland, Jay Richardson, and Kyle Kneubuhl. Building for banks, credit unions, wealth managers, non-bank lenders, and fintechs is not a hobby. It is trench warfare with auditors.

Uptiq traces back to 2022 as Cion Digital before sharpening the blade and rebranding in early 2023. Same ambition, clearer target. Financial services workflows. Not generic AI. Not a weekend chatbot duct taped to a core system. An enterprise platform purpose-built for regulated environments.

Qore is the engine. An AI orchestration layer that blends document intelligence, finance specific skills, multi agent workflows, and secure integrations into 100+ systems. Core banking. Loan origination. Wealthtech like Orion. Accounting, payroll, ERP, CRM, credit bureaus, tax data. No rip and replace fantasy. Just augmentation that respects the plumbing.

The acquisition of UpSwot added a Financial Data Gateway, pulling third-party SaaS data straight into the AI Workbench. That is how you turn raw data into underwriting muscle, covenant monitoring discipline, advisor copilots, and embedded finance automation without hallucinations playing roulette with compliance.

The market responded. More than 140 financial institutions trust the platform. Over $1B in transactions flow through lending and wealth workflows. Customers report up to 41% faster underwriting, 29% lower operational costs, and nearly 2x the loan volume without adding headcount. Focus Financial Partners. Alpha Modus. Orion. Broadridge. Nano Banc. TransPecos Banks. Production, not pilots.

This $25M follows a $12M round in Oct 2025 led by Silverton Partners, with Live Oak Venture Partners, Tau Ventures, First Capital, and Green Visor Capital participating, plus an earlier approximately $12M round around 2022. Approximately $49M raised to date, externally reported. No valuation disclosed. No chest pounding required.

The lesson is simple and sharp. In regulated finance, AI that cannot pass audit is just expensive improv. Uptiq built compliance, traceability, and governance into the architecture from day 1. Cloud native. Modular. API first. Composable. Built for institutions ready to move from experiment to execution.

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