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UPTIQ company logo


Founded Year



Seed VC | Alive

Total Raised


Last Raised

$12M | 1 yr ago


UPTIQ connects wealth advisors and their clients to a comprehensive set of financial services products, including financing, through their Financial Intelligence Platform.

Headquarters Location

7700 WIndrose Ave.

Austin, Texas, 75024,

United States

UPTIQ's Product Videos

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UPTIQ's Products & Differentiators

    Crypto Payments

    Our crypto payments solution offers retailers the ability to accept real-time payments made with cryptocurrency.

Research containing UPTIQ

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CB Insights Intelligence Analysts have mentioned UPTIQ in 1 CB Insights research brief, most recently on Oct 18, 2022.

Expert Collections containing UPTIQ

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UPTIQ is included in 1 Expert Collection, including Blockchain.



5,932 items

Companies in this collection build, apply, and analyze blockchain and cryptocurrency technologies for business or consumer use cases. Various industries include financial services, trade finance, supply chain, enterprise tech, consumer and retail, and healthcare.

Latest UPTIQ News

Cion Digital Announces New Name: UPTIQ

Feb 3, 2023

Newly Renamed UPTIQ Reflects business’ Laser Focus on Connecting Wealth Managers and Their Clients with the Right Lending Products for Wealth Preservation Cion Digital announces its new name – UPTIQ . The name change follows the company’s expansion to lending solutions in the wealth management industry. The company wanted its name to represent what it is and the offering it brings to financial services – a secure digital-first platform connecting advisors to the products needed for holistic wealth management. Katie Robinson , Chief Marketing Officer at UPTIQ, comments, “As our business model evolves, we want our name to reflect who we are and what we do. UPTIQ reflects the results we expect our solutions to bring to advisors and their clients – the upward movement we want for all our stakeholders. We want to inspire and establish our trustworthiness as a partner to financial advisors.” The UPTIQ Financial Intelligence Platform allows wealth advisors to protect and grow their AUM by offering loans to finance purchases, liquidity and working capital. The innovative solution uses data analytics and artificial intelligence to match clients to loan products based on their needs, preferences and objectives. Lenders, including Credibility Capital, Bank 34 and Celtic Bank have signed onto the UPTIQ Financial Intelligence Platform to make their products available to wealth advisors and their clients. “Liquidating investments costs five to seven times more than financing, accounting for lost earnings and capital gains taxes,” explains Snehal Fulzele, Founder and CEO of UPTIQ. “With the UPTIQ Financial Intelligence Platform, wealth advisors can collaborate with lenders and their clients throughout the loan origination process and feel confident they’ve identified the best loan product to meet their clients’ needs. Our new name reflects the value we offer to all stakeholders.” In addition to financing solutions, they will also offer wealth managers access to deposits, alternatives, and insurance, enabling them to convert their advice into actionable plans. Today, clients expect holistic service from their financial advisors, from planning through execution and reporting. UPTIQ offers the wealth products needed to exceed client expectations and build long-term, mutually beneficial relationships.

UPTIQ Frequently Asked Questions (FAQ)

  • When was UPTIQ founded?

    UPTIQ was founded in 2022.

  • Where is UPTIQ's headquarters?

    UPTIQ's headquarters is located at 7700 WIndrose Ave., Austin.

  • What is UPTIQ's latest funding round?

    UPTIQ's latest funding round is Seed VC.

  • How much did UPTIQ raise?

    UPTIQ raised a total of $12M.

  • Who are the investors of UPTIQ?

    Investors of UPTIQ include Cota Capital, Hourglass Venture Partners, BAT Ventures, Greycroft, Epic Ventures and 5 more.

  • Who are UPTIQ's competitors?

    Competitors of UPTIQ include Conduit and 1 more.

  • What products does UPTIQ offer?

    UPTIQ's products include Crypto Payments and 2 more.

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