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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.
Chief Lending Officer
UPTIQ Welcomes Todd Buck as New EVP of Wealth Sales
UPTIQ expands executive team to elevate focus on customer success.