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Uptiq has raised $25 million in Series B funding to scale its production-ready AI solutions for financial services and launch Qore, a developer platform that enables builders to create compliant financial AI applications rapidly using natural language prompts and pre-built capabilities.
Uptiq, the AI platform purpose-built for financial services, announced a $25 million Series B funding round from a consortium of strategic and financial investors. 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.
While financial institutions show strong interest in AI, most remain stuck in pilot stages due to regulatory hurdles, legacy system fragmentation, and a shortage of domain-specific solutions. Uptiq addresses these barriers by offering pre-built, production-ready AI applications and digital workers designed exclusively for regulated environments in banking, credit unions, wealth management, and fintech.
“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.”
Uptiq’s solutions cover key areas including AI-powered commercial lending, covenant monitoring, servicing, banker co-pilots, advisor onboarding and compliance tools, portfolio insights, client engagement, 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 Uptiq capabilities are powered by Qore, the company’s AI orchestration platform that integrates document intelligence, a comprehensive library of financial-specific skills, multi-agent workflows, and secure connections to core banking systems. Qore enables developers to build custom financial AI applications using natural language prompts and pre-configured components, eliminating the need to assemble disparate AI tools or recreate compliance frameworks.
With this funding, Uptiq will evolve Qore into a self-serve platform, allowing fintech startups, internal bank development teams, and independent developers to rapidly prototype and deploy compliant financial AI solutions. Over time, the company plans to expand Qore’s ecosystem to support a wider range of SMB and consumer-facing applications with built-in compliance, risk controls, and enterprise integrations.
“Uptiq is defining a new category of AI infrastructure purpose-built for financial services,” said Morgan Flager of Silverton Partners. “Their approach aligns modern AI development with the realities of regulated enterprises.”
“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.”
About Uptiq
Uptiq is the AI platform for financial services, enabling banks, credit unions, wealth managers, and fintechs to deploy intelligent applications and AI agents across lending, wealth, compliance, and operations. Built with deep domain expertise, enterprise-grade security, and full auditability, Uptiq helps organizations move from AI experimentation to real-world impact.
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