Uptiq has raised $25 million in Series B funding to scale its industry-ready artificial intelligence solutions and expand Qore, its AI orchestration platform designed for builders in regulated financial environments. The round was participated by Curql, Silverton Partners, 645 Ventures, Broadridge, Green Visor Capital, Live Oak Ventures, First Capital, Epic Ventures, Tau Ventures, and Evolution VC.
The round of funding comes at a time when banks, credit unions, and fintech companies have been struggling to migrate AI projects from pilot phases to production. This is attributed to the complexity of regulations, existing systems, and the absence of domain-specific solutions. Uptiq seeks to fill the gap by providing production-grade AI apps and digital workers tailored for the financial industry as opposed to horizontal AI solutions.
“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.”
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Uptiq’s solutions span multiple segments of financial services. In banking and credit unions, its AI supports commercial lending, covenant monitoring, servicing, and banker co-pilots. For wealth management firms, the platform offers advisor co-pilots focused on onboarding, compliance documentation, portfolio insights, and client engagement. In fintech and embedded finance, Uptiq enables 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 applications are powered by Qore, Uptiq’s AI orchestration layer that brings together document intelligence, financial reasoning, multi-agent workflows, and secure integrations. With the new funding, Uptiq will expand Qore into a self-serve platform. This change will let developers and bank teams build and deploy compliant financial AI apps in days, not months.
The platform is already used by more than 140 financial institutions and has processed over $1 billion in transactions. Uptiq reports that customers are seeing faster underwriting decisions, lower costs, and higher throughput. This highlights the rising need for AI systems that make a real difference in regulated finance.
