UPTIQ's platform connects wealth advisors and their clients to a comprehensive set of financial services products, making holistic wealth management a reality.

Your superpower should be knowing how to solve ALL your clients' financial needs

Our AI-based technology platform offers a universe of synthesized industry expertise and products at your fingertips.

Actionable Intelligence

Our AI-based technology matches high net-worth wealth management clients to financing options that help them meet their unique financial objectives.
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Efficient Fulfillment

Lets advisors do what they do best by automating due diligence and decision-making with an end-to-end lending process.
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Faster Business Growth

Helps advisors meet their growth objectives faster by protecting AUM and expanding their client base.
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Strategically manage your clients’ credit and liquidity.
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Give your advisors an edge in growing their business.
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Broker Dealers

Drive productivity and cost–efficiency through automation.
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Family Offices

Secure generational wealth with new service offerings.
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Protect & Grow AUM using Superpowers!

Discover the Superpowers you need to preserve wealth, delight your clients and grow revenue.

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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
Cion Digital and CarNow logos superimposed in front of a fast-moving car

UPTIQ expands executive team to elevate focus on customer success.

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