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Where we've been, where we're headed, and how we're making waves
Latest news
UPTIQ Welcomes Todd Buck as New EVP of Wealth Sales
UPTIQ expands executive team to elevate focus on customer success.
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UPTIQ Broadens Access To Financial Intelligence and Loan Products For Wealth Managers and Advisors
CardRates.com outlines the benefits of UPTIQ's Financial Intelligence Platform in helping RIA's provide holistic wealth management services.
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Cion Digital Announces New Name: UPTIQ
Newly Renamed UPTIQ Reflects business’ Laser Focus on Connecting Wealth Managers and Their Clients with the Right Lending Products for Wealth Preservation.
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