Every so often, a company doesn’t just ride the AI wave, it builds the damn surfboard. Uptiq.ai just secured $12M in a Series A+ led by Silverton Partners, with Live Oak Venture Partners, Tau Ventures, First Capital, and Green Visor Capital in the mix. It’s not hype, it’s validation that the financial world is finally catching up to the infrastructure it’s been dreaming about.
Founded by Snehal Fulzele, Arpit Agrawal, and Fred Brothers, Uptiq.ai didn’t stumble into this. They engineered it, line by line, agent by agent. This crew built the enterprise AI backbone for the $100T financial services industry, the one thing every bank, wealth firm, and fintech quietly admits they need but rarely know how to build. Fulzele knows this game cold. After scaling Cloud Lending Solutions to an acquisition by Q2, he’s back with sharper tools and a much bigger stage.
The timing hits different. Financial institutions are sprinting toward AI, but between regulators, compliance checklists, and legacy systems older than TikTok’s user base, the path forward isn’t easy. Uptiq Qore changes that. It’s the company’s flagship AI infrastructure platform, no code, composable, and compliance-first, turning months of dev time into weeks. We’re talking 100+ pre-built financial skills, from credit memos to portfolio analysis, all chained together through multi-agent orchestration that doesn’t hallucinate its way into a lawsuit.
More than 140 financial institutions are already in play. $1B+ in transactions processed. UPM tripled its loan throughput, Focus Financial Partners and Broadridge inked partnerships, and the Broadridge deal alone proves Uptiq’s not a sandbox startup, it’s enterprise-grade with teeth. And those teeth just got sharper with the acquisitions of Focus Treasury & Credit Solutions and UpSwot, plugging 300+ advisory firms, 3,200+ financial advisors, and 130+ lenders into the Uptiq ecosystem.
Silverton Partners saw it. Live Oak Venture Partners saw it. The rest of the market’s starting to. When a company turns AI chaos into compliant order at this scale, capital doesn’t chase, it aligns. And with the $12M A+ fueling global growth, Fulzele, Gaurav Mehra, Anand Deshmukh, and Steven Canup are putting Uptiq Qore in the hands of every financial institution that’s done playing catch-up.
