Uptiq, an AI platform built specifically for financial services, has closed a $25 million Series B funding round. The investment was led by Curql, a strategic venture fund backed by leading credit unions and financial institutions. The round included participation from Silverton Partners, 645 Ventures, Broadridge, Green Visor Capital, Live Oak Ventures, First Capital, Epic Ventures, Tau Ventures, and Evolution VC.
The funding brings together strategic and financial investors from across banking, fintech, and enterprise software. This diverse investor base reflects the platform's appeal to multiple segments within the financial services industry.
Financial institutions face a persistent challenge: while many are eager to adopt AI, most struggle to move beyond pilot programs. Regulatory complexity, fragmented systems, and the absence of domain-ready solutions create significant barriers to deployment.
"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."
Unlike horizontal AI platforms, Uptiq delivers pre-packaged, production-ready AI applications and digital workers designed specifically for financial services. These solutions deploy quickly, integrate with existing core systems, and meet enterprise-grade compliance requirements from launch.
The Series B capital will fund the expansion of Qore, Uptiq's AI orchestration platform, into a self-serve solution for builders and developers. This will enable fintech startups, internal bank teams, and independent developers to prototype and deploy financial AI applications in days rather than months.
Uptiq plans to support a broader ecosystem of SMB and consumer-facing applications built on Qore. Developers will be able to create intelligent financial apps with built-in compliance, risk controls, and enterprise integrations.
"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."
Uptiq's industry solutions span multiple financial services verticals. For banking and credit unions, the platform offers AI-powered commercial lending, covenant monitoring, servicing, and banker co-pilots. Wealth management firms access advisor co-pilots for onboarding, compliance documentation, portfolio insights, and client engagement. FinTech and embedded finance companies use AI-driven underwriting, risk analysis, and operational automation.
All solutions run on Qore, which combines document intelligence, a deep library of financial skills, multi-agent workflows, and secure integrations into a single system. With Qore, developers can build financial AI applications using natural language prompts and pre-built financial capabilities. The platform handles document processing, financial reasoning, permissions, auditability, and integration with core systems without requiring developers to assemble fragmented AI stacks or rebuild compliance layers.
Snehal Fulzele founded Uptiq with over a decade of experience building technology platforms for banks, credit unions, and fintech companies. His background focuses on AI, data, and automation in regulated environments, giving Uptiq a foundation in both the technology and operational realities of financial institutions.
The platform currently serves more than 140 financial institutions, including Focus Financial Partners, Alpha Modus, Orion, Broadridge, Nano Banc, and TransPecos Banks. It has processed over $1 billion in transactions across lending and wealth workflows.
Customers using Uptiq's AI agents report measurable operational improvements: up to 41% faster underwriting decisions, 29% lower operational costs, and double the volume of loan applications processed without adding headcount. These metrics demonstrate the platform's ability to deliver production value rather than experimental outcomes.
The investor group sees Uptiq as addressing a critical gap in financial services infrastructure. "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."
