Tech Company Financing Transactions
Uptiq Funding Round
Curql, 645 Ventures and Broadridge participated in a $25 million Series B funding round for Uptiq. The round was recorded on 2/12/2026.
Transaction Overview
Company Name
Announced On
2/12/2026
Transaction Type
Venture Equity
Amount
$25,000,000
Round
Series B
Investors
Proceeds Purpose
The company intends to use the funds to expand operations and its development efforts.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
7300 State Hwy 121 300
McKinney, TX 75070
USA
McKinney, TX 75070
USA
Phone
Website
Email Address
Overview
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.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Snehal Fulzele
Chief Operating Officer
Gaurav Mehra
Chief Technical Officer
Anand Deshmukh
Vice President
Kyle Kneubuhl
Vice President
Adriene McCance
Vice President
Jay Richardson
Vice President
Jay Shah
VP - Bus. Development
Andrew Bertolina
VP - General Counsel
Dub Sutherland
VP - Product Management
Bill Elderton
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