Technology-Driven and Human-Centric
Uptiq's Trailblazing Journey

A proven track record of pushing the boundaries of wealth management

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Experienced Entrepreneurs

Our senior executive team has built multiple successful fintech businesses.

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Technology Innovators

This isn't our first rodeo. We've spent years building leading technology used by banks and lenders globally.

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Financial Executives

Our senior executive team consists of multiple former lenders, bank executives and CTO's.


Guiding principles for financial industry transformation

At UPTIQ, we believe that the financial industry can and should do better. That's why we've made it our mission to empower financial advisors with cutting-edge technology and innovative solutions that enable them to better serve their clients and drive long-term success. Our core values are at the heart of everything we do, guiding our approach to innovation, client success, and the pursuit of excellence.

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Innovate without fear

We constantly push the boundaries of what's possible. By embracing new ideas, approaches, and failures, we're able to take risks, innovate, and ultimately achieve greater success. It's this fearless approach that has enabled us to help our clients remain ahead of the curve.

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Listen to the market

The market doesn't lie. So, the best way to serve our clients is to listen to the market. By staying attuned to the latest trends and responding to the needs of our clients and the financial industry as a whole, we're able to provide innovative, client-focused solutions that deliver real results.

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Love the climb

Success requires more than just talent and knowledge; it requires dedication, hard work, and a relentless focus on achieving our goals. Our commitment to excellence means we do whatever it takes to deliver the best possible outcomes for our clients and drive long-term success.

Meet the team

Snehal Fulzele
Snehal Fulzele
Founder & CEO
Steven Canup
Steven Canup
Taylor Adkins
Taylor Adkins
Chief Operating Officer
Todd Buck, CIMA
Todd Buck, CIMA
EVP, Wealth Sales
Anand Deshmukh
Anand Deshmukh
Chief Technology Officer
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We bridge the gap from now to next.

Our unmatched expertise in both traditional finance and emerging technologies helps you connect the dots to business growth, without risking your progress.

Practice, not theory.

Our team of experts delivers pragmatic support and guidance on what makes sense for your organization, so you can embrace emerging finance capabilities with confidence and certainty.

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A roadmap for your success.

Our leaders have a track record of successful innovation at traditional institutions and fintech startups, so we know the pitfalls to avoid.

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