Uptiq Raises $25 Million in Series B
Uptiq, a McKinney, Texas-based AI platform purpose-built for financial services, has raised $25 million in Series B funding.
The round was led by Curql, with participation from Silverton Partners, 645 Ventures, Broadridge, Green Visor Capital, Live Oak Ventures, First Capital, Epic Ventures, Tau Ventures, and Evolution VC.
Curql is a strategic venture investment fund backed by a consortium of leading credit unions and financial institutions. The fund invests in fintech and financial infrastructure companies, driving innovation in banking, lending, payments, and digital financial services. By combining capital with industry expertise, Curql provides portfolio companies access to networks, distribution channels, and strategic partnerships.
The company will use the funds to scale its Qore platform into a self-serve solution for builders and developers, expand production-ready AI applications for financial services, and grow engineering and go-to-market capabilities.
Founded in 2021 by Snehal Fulzele, Uptiq is an AI platform for financial services, enabling banks, credit unions, wealth managers, and fintechs to deploy intelligent applications and AI agents across lending, wealth, compliance, and operations. Headquartered in McKinney, Texas, Uptiq’s solutions are powered by Qore, the company’s AI orchestration platform that combines document intelligence, a deep library of financial skills, multi-agent workflows, and secure integrations into a single system. Uptiq serves over 140 financial institutions, including Focus Financial Partners, Alpha Modus, Orion, Broadridge, Nano Banc, and TransPecos Banks.
Funding Details
Company: Uptiq, Inc.
Raised: $25.0M
Round: Series B
Funding Date: February 2026
Lead Investor: Curql
Additional Investors: Silverton Partners, 645 Ventures, Broadridge, Green Visor Capital, Live Oak Ventures, First Capital, Epic Ventures, Tau Ventures, Evolution VC
Company Website: https://www.uptiq.ai/
Software Category: Agentic AI / AI Infrastructure / FinTech