Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Companies / Uptiq, Inc.

Uptiq, Inc.

Stage unknownMckinney, TXuptiq.aiOther

Uptiq is the Financial AI platform purpose-built for financial services. Deploy AI agents for banking, credit unions, wealth management, equipment finance - live in 6–8 weeks without replacing your existing systems. Book a demo today!

Facts
Year of incorporation
2021sec.gov
Revenue range (Form D)
Decline to Disclosesec.gov
Rounds on record
1
Disclosed raised
unknownsum of rounds with a disclosed amount only
Named investors
1
Financing history
1 rounds
  1. Oct 11, 2024
    Form D equity offering · $20.5M (form d sold) · 31 investors
    Fact SEC EDGAR Form D data sets (quarterly) · “Uptiq, Inc. filed Form D: $20,494,999 sold of $23,574,999, Other”
Investors on record
1 edges
People
1 officers, 3 directors
Timeline
2
  1. Feb 10, 2025
    Uptiq, Inc. filed Form D/A: $20,994,999 sold of $23,575,000, Other
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
  2. Oct 24, 2024
    Uptiq, Inc. filed Form D: $20,494,999 sold of $23,574,999, Other
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
Evidence
35 observations
Every observation on this company