Uptiq
PrivateLast Round
Series B
Feb 12, 2026
Total Funding Raised
$49M
Momentum
Top 10%
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, NLP & Conversational AI, Wealth Management
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Infrastructure
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Uptiq Comparables
Compare Uptiq with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Scienaptic AI | 79% | |
| Oscilar | 78% | |
| Taktile | 77% |
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.
- Sep 1, 2026
Open roles increased to 20, 11% of headcount.
- Aug 21, 2026
Monthly visitors grew 89% MoM, reaching 16.2K.
Recent news
Latest coverage and updates
- launchesAug 19, 2026
UPTIQ, Inc. launches Qore at Money20/20.
Uptiq Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Uptiq's valuation, stock price, and market status.
Is Uptiq a public or private company?
Uptiq is a private company.
What is the current stock price of Uptiq?
Uptiq is a private company, so its shares have no public market price. Caplight tracks Uptiq's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Uptiq worth (valuation)?
Valuation information for Uptiq is not publicly available.
Can I buy Uptiq stock?
Uptiq shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Uptiq's last funding round?
Uptiq's most recent funding round was Series B on February 12, 2026.
Who are the main investors in Uptiq?
Key investors in Uptiq include 645 Ventures, Green Visor Capital, Silverton Partners, Curql Collective.
Will Uptiq IPO soon?
No public IPO plans have been announced for Uptiq.
How can I track Uptiq secondary market activity?
Caplight tracks bids, offers, and trades in Uptiq's shares on secondary markets.