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, 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 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 17, 2026
Open roles increased to 20, 11% of headcount.
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.