Company
UPTIQ
AI agents and platform for banks, credit unions and wealth managers
Updated by Gregslist · Oct 13, 2026 · Report a correction
About
AI platform and prebuilt AI agents for banks, credit unions, wealth managers and fintechs, covering lending, wealth management, compliance and operations workflows. Formerly Cion Digital.
Leaders
Key facts
- Region
- North Dallas
- Dallas relationship
- Dallas office
- Headquarters
- McKinney, TX
- Employees
- Medium · 51–200 employees
- Founded
- 2022
- Vertical industry
- Financial Services
- Category
- Payments & Fintech
- Total funding
- $49M
- Funding type
- VC-funded
Funding history
| Date | Round | Amount | Investors |
|---|---|---|---|
| Feb 13, 2026 | Series B | $25M | — |
| Oct 28, 2025 | Venture Round | $12M | — |
| Jan 4, 2022 | Seed | $12M | — |
Frequently asked questions about UPTIQ
Does UPTIQ have a Dallas office?
UPTIQ has an office in Austin, TX.
When was UPTIQ founded?
UPTIQ was founded in 2022.
How much funding has UPTIQ raised?
UPTIQ has raised $49M in verified disclosed funding across all rounds tracked on Gregslist Dallas.
Who founded UPTIQ?
UPTIQ was founded by Snehal Fulzele.
Is UPTIQ hiring?
Yes — UPTIQ lists open roles on its careers page.
