THE LENDING PLATFORM FOR HOLISTIC ADVISORS

Whether its money to buy a new home, start a new business or fund working capital, UPTIQ's turnkey technology enables financial advisors to connect their clients to a network of lenders who can fund any liquidity objective.
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Advisor Lending
Regency Wealth Management
Nashional Finance
NBKC Bank
Bluevine
Claro Advisors
Stearns Bank
Celtic Bank
Deal.ai
Liquidity Without Disruption

PROVIDE LIQUIDITY WITHOUT IMPACTING OR DISRUPTING YOUR CLIENT'S INVESTMENT STRATEGY

10% of a financial advisor's AUM is continuously at risk due to their clients' need for liquidity to cover unplanned or unexpected expenses. UPTIQ gives advisors the ability to finance their clients' liquidity needs as an alternative to asset liquidation.  Your client gets liquidity without impacting their investment portfolio; you preserve AUM. Its a win-win.
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Advisor Lending
Fast and Easy

GENERATE RELEVANT LOAN OPTIONS FOR YOUR CLIENTS IN LESS THAN 5 MINUTES

The UPTIQ Needs Assessment is designed to prompt financial advisors to ask their clients the right questions so that we can automatically determine the right loan products that best suit their clients' liquidity needs and curate a shortlist of lenders who can fund their clients' liquidity objectives -- in less than 5 minutes.
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Advisor Lending
AI-Powered

ON-DEMAND INTELLIGENCE THAT TURNS FINANCIAL ADVISORS INTO LENDING EXPERTS

You don't need to be a former lender or underwriter to provide intelligent credit solutions to your clients -- you just need the right platform. UPTIQ puts comprehensive lending knowledge and expertise at your fingertips, giving you the ability to ask the right questions, give the right answers and position the right credit solutions to your clients, without any prior experience.
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Advisor Lending
100+ Loan Products

FUND ANY LIQUIDITY NEED OR RISK PROFILE WITH CONFIDENCE

Whether your client is looking to finance a vacation home, fund college tuition, start a new business or fund working capital for an existing business, UPTIQ can fund your client's liquidity objective without disrupting their investment strategy. With a network of over 30 lenders, supporting over 100 loan products, with nationwide coverage, we've got you covered.
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Advisor Lending
Advisor Lending

ADVISORS

Provide liquidity without disrupting your clients' investment strategies.
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Advisor Lending

AGGREGATORS

Expand your technology and services offerings to your partner firms.
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Advisor Lending

BROKER-DEALERS

Deliver holistic wealth management solutions to your advisors.
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Advisor Lending

FAMILY OFFICES

Secure generational wealth by managing liabilities as strategically as assets.
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PROTECT & PRESERVE ASSETS UNDER MANAGEMENT

Discover how UPTIQ helps financial advisors meet their client's liquidity objectives while protecting existing assets.

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We’re excited to work with UPTIQ, which will enable us to proactively offer a wider selection of loan products to wealth management firms and RIAs. Integration with the Advisor Lending Platform also provides us with greater efficiencies by streamlining the entire offer and approval process end–to–end.

Kevin Cutter

Chief Lending Officer
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