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 140 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.
Snehal Fulzele
CEO
Anand Deshmukh
CTO
Gaurav Mehra
COO
Andrew Bertolina
Chief Strategy Officer
Adriene McCance
SVP & GM, Wealth and Private Credit
Jay Shah
SVP - Partner Enablement
Bill Elderton
EVP Product Strategy
Dub Sutherland
General Counsel
Jay Richardson
SVP & GM, Non-Bank Lending
Kyle Kneubuhl
SVP & GM, Banks & Credit Unions
Law Helie
EVP, Product
