The Uptiq AI platform offers a suite of pre-packaged agents to support financial advisors, loan officers, and back-office staff, enhancing client engagement and streamlining numerous tasks.

Broadridge Financial Solutions announced a strategic partnership and minority investment in Uptiq, an artificial intelligence ...

Broadridge Financial Solutions, Inc., a global Fintech leader, today announced a new strategic partnership and minority investment in Uptiq, an AI platform for financial services. Integrating Uptiq's ...

UPTIQ’s AI Workbench is further enhanced by a proprietary Financial Data Gateway that connects with over 100 software that house enterprise data for FI’s clients, which delivers secure ...

Uptiq proudly announces the launch of the Developer Edition of the AI Workbench, a cutting-edge platform designed to empower developers in creating AI Agents and Agentic applications for the ...

The transformational role of AI in the wealth tech space continues to prompt collaborations from industry players seeking early adopter advantage.

Utilizing UPTIQ's state-of-the-art Artificial Intelligence (AI) enabled technology, Focus will expand its ability to deliver comprehensive lending solutions to its partner firms' advisor teams.

Unlike many general-purpose large language models (LLMs) that suffer from hallucinations—producing incorrect or misleading outputs—Uptiq’s AI is built with reliability and accuracy at its core.

With over $20M in equity funding and a team of industry veterans, Uptiq is positioned at the forefront of the AI revolution in financial services. For more information, please visit www.uptiq.ai.