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

Broadridge's investment supports Uptiq's growth and reinforces a shared vision for transforming wealth lending. By harnessing AI to simplify complex lending processes and deliver smarter, more ...

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

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’s platform allows financial institutions to safely integrate AI into their operations. Credit: Poca Wander Stock/Shutterstock. ·Private Banker International·Poca Wander Stock/Shutterstock.

DALLAS, December 02, 2024 -- (BUSINESS WIRE)--Uptiq.AI, a leader in AI-powered solutions for the financial services industry, proudly announces its acquisition of UpSwot, a cutting-edge provider ...

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.

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 ...

In 2022, Focus Financial Partners advised on billions of dollars of loans for its partner firms’ clients. To meet future demand, Focus said it selected UPTIQ’s Advisor Lending platform to help ...

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.