OUR STORY

About Us

Founded by industry veterans, Uptiq is the enterprise-ready AI platform purpose-built to modernize financial services workflows. With deep domain expertise, our sophisticated AI powers a unified solution that enhances operational efficiency and maximizes team capacity, driving superior outcomes through a better client experience. Uptiq delivers rapid results through easily deployable AI agentic apps and an innovative AI Workbench that enables institutions to adapt and scale with evolving business needs.

Trusted by over 150+ financial institutions, including Focus Financial Partners, Orion, Broadridge, and TransPecos Banks, Uptiq is the proven AI partner for highly regulated industries. With over $10 billion in transactions processed and more than $55M in equity funding, Uptiq isn’t just shaping the future of AI in financial services — it’s leading it.

150+

Financial Institutions Trust Us

$10 billion

transactions processed

$55m

in equity funding

Our Values

Teams

UPTIQ Team

Snehal Fulzele

CEO

Anand Deshmukh

CTO

Gaurav Mehra

COO

Gagan Kanjlia

Chief Banking Officer

Marc Billanti

Senior Vice President of Sales

Adriene McCance

SVP & GM, Wealth and Private Credit

Amit Parmar

EVP, Strategic Accounts

Dub Sutherland

General Counsel

Jay Richardson

SVP & GM, Non-Bank Lending

Kyle Kneubuhl

SVP & GM, Banks & Credit Unions

Law Helie

EVP, Product

Investor

Backed by the Best

645 Ventures

645 Ventures is an early-stage partner backing founders who are building the iconic, industry-transforming companies of tomorrow.

Green Visor Capital

Green Visor Capital invests in passionate founders who are solving the most important problems in financial services.

Curql

Curql unites credit unions and fintech companies, fostering the collaboration and investment that drives innovation across the financial services industry.

Silverton Partners

Silverton Partners is an early-stage VC that invests in technology companies with the potential to build significant, lasting competitive advantages over time.

Live Oak Ventures

LiveOak partners with exceptional Texas-based founders, building tech and tech-enabled service companies.

Evolution VC

Evolution VC Partners invests in early and growth-stage technology startups across sectors, providing them with capital, customer access, and top-tier talent.

Broadridge

Broadridge Financial Solutions (NYSE: BR) is a global technology leader delivering trusted expertise and transformative technology to the financial services industry.

Tau Ventures

Established in 2019 and based in Palo Alto, Tau Ventures is an early-stage fund dedicated to partnering with entrepreneurs building the next generation of technology companies.

First Capital

First Capital is an AI-native venture fund backing the startups that make legacy look outdated. Focused on Full Stack AI, Superagents, and next-gen SaaS, they invest in vertical-first, agentic companies built to replace industries not retrofit them.

BAT VC

Founded in 2022 and headquartered in New York, BAT VC is an early-stage venture capital firm investing in AI, Fintech, and Enterprise SaaS startups across the US and India. With a hands-on approach to the product-market fit journey.

About Us

150+

$10 billion

$55m

Our Values

UPTIQ Team

Backed by the Best

See what your next agent could do.

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About Us

150+

$10 billion

$55m

Our Values

UPTIQ Team

Backed by the Best

See what your next agent could do.

Want Insights from Uptiq sent straight to your inbox?

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