𝗨𝗽𝘁𝗶𝗾 𝗥𝗮𝗶𝘀𝗲𝘀 $𝟮𝟱𝗠 𝘁𝗼 𝗔𝗱𝗱 𝗔𝗜 𝗔𝗴𝗲𝗻𝘁𝘀 𝘁𝗼 𝗕𝗮𝗻𝗸 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀

Uptiq has successfully secured $25 million in Series B funding to accelerate the deployment of its artificial intelligence platform for financial institutions. Curql led the investment round with participation from several strategic partners including Silverton Partners, 645 Ventures, and Broadridge. This new capital follows a previous $12 million round in October and brings the total equity funding to approximately $70 million.

The company provides a proprietary orchestration platform called Qore that enables wealth management firms and banks to deploy domain trained AI agents. These digital workers automate critical back-office processes such as client onboarding, compliance documentation, and credit underwriting. For wealth advisors, the technology integrates with existing systems to provide real time portfolio insights and streamline the often tedious task of repapering client accounts.

This development is significant because it helps financial firms transition from experimental AI pilots to scalable production environments. By automating repetitive documentation and data entry, the platform allows advisors to focus on high touch client relationships rather than administrative burdens. Early adopters have reported substantial improvements in efficiency, including faster decision cycles and reduced operational costs across their lending and wealth management operations.

Knote: We feel that the value of AI in WealthTech is becoming more the infrastructure around the AI versus the AI itself. Enter the Qore platform, an AI orchestrator, because AI is good at many things, except structured processes since it tends to try and figure out the process from scratch each time. Also note Curql, a VC fund that basically serves as an outsourced CVC for credit unions and brings together the innovation with the distribution. That’s a winner, in my view.

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