Uptiq
PrivateLast Round
Series B
Feb 12, 2026
Total Funding Raised
$49M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Uptiq is a fintech and artificial intelligence company that provides an enterprise-ready AI platform designed to modernize financial services workflows through pre-packaged AI agents and orchestration tools.
Sector
FinTech
Verticals
Lending & Credit, Compliance & Risk, Workflow Automation, Wealth Management, Low-Code/No-Code
Business Model
B2B
Customer Profile
Usage-Based SaaS, Subscription SaaS
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Uptiq Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
Uptiq Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Feb 12, 2026 | ||||
| Series A | Oct 25, 2025 | ||||
| Strategic | Aug 6, 2025 | ||||
| Seed | Jan 4, 2022 |
Key People
Founding team and executive leadership
Uptiq Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Cota Capital | Seed |
| Hourglass Capital Partners | Seed |
| Live Oak Ventures | Series B |
| 645 Ventures | Series B, Seed |
| Green Visor Capital | Series A, Series B, Seed |
| First Capital Ventures | Series A, Series B |
| EPIC Ventures | Seed, Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Dec 21, 2025
Added curro, a Financial Services / Education company, as a customer.
- Nov 30, 2025
Added Im-Vestor, an investment management firm, as a customer.
Uptiq Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Uptiq's valuation, stock price, and market status.