UPTIQ key facts
as of Oct 2026- Developer of an AI agent platform designed to automate and optimize financial services workflows across lending, digital banking, and wealth management.
- UPTIQ is valued at approximately $131.2M as of Oct 2026, set at its early-stage round, Feb 2026; nothing has traded since, per PrivateMarketView’s mark.
- It has raised $58.0M across 1 recorded rounds; the latest was Early Stage VC ($21.0M) in Oct 2024.
- Notable investors include Greycroft, Ulu Ventures, Evolution (Venture Capital), Tau Ventures, 645 Ventures — 21 tracked in total.
- UPTIQ has filed 2 Form Ds with the SEC since 2024, most recently Feb 2025 ($21.0M sold to 32 investors).
- Status: Privately Held (backing).
Valued at $131.2M at its early-stage round, Feb 2026. Nothing has traded since.
- ·The complete investor list: 21 names
- ·Watch UPTIQ: the Monday email on marks, rounds and moves
UPTIQ funding rounds
1 roundsUPTIQ leadership
- Anand DeshmukhChief Technology Officer
- Andrew BertolinaChief Strategy Officer
- Gaurav MehraChief Operating Officer
Who backs UPTIQ
21+Membership and data by Private Market View
UPTIQ valuation
UPTIQ was valued at $131 million at its early-stage round in Feb 2026. That is the last priced event on record: no secondary trade or institutional fund mark has moved the figure since.
How much has UPTIQ raised?
UPTIQ has raised $58 million in total; 1 of its rounds is on record. The largest on record was a $21 million early-stage round in Oct 2024.
UPTIQ has filed 2 Form Ds with the SEC since 2024, most recently in Feb 2025 ($21 million sold to 32 investors).
UPTIQ investors
21 investors are on record for UPTIQ, including Greycroft, Ulu Ventures, Evolution (Venture Capital) and Tau Ventures. By type, the record holds 9 venture capital firms. The early-stage round in Oct 2024 drew 32 investors.
Who runs UPTIQ
5 people are listed on the UPTIQ team: 3 executives and 2 board members, including Gaurav Mehra (Chief Operating Officer) and Anand Deshmukh (Chief Technology Officer). 5 of them have a verified direct contact on file.
About UPTIQ
Developer of an AI agent platform designed to automate and optimize financial services workflows across lending, digital banking, and wealth management. The company's platform offers purpose-built AI agents, low-code agent building tools, pre-trained finance-specific models, and integrations with core banking and wealth systems, enabling banks, credit unions, fintech firms, and non-bank lenders to accelerate decision-making, improve compliance, and scale operations efficiently.
- Sector
- Information Technology
- HQ
- McKinney, TX, United States
- Founded
- 2022
- Employees
- 129
- Website
- uptiq.ai/
- Ownership
- Privately Held (backing)
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