UPTIQ connects wealth advisors and their clients to a comprehensive set of financial services products, making holistic wealth management a reality. We help advisors protect their AUM, grow their clients wealth and generate additional income.The UPTIQ Financial Intelligence Platform turns investment experts into financial superheroes using dataanalytics and artificial intelligence to carefully match, curate and fulfill the best financing solutions for their clients, putting decades of financial expertise at their fingertips.

FinTech

Lending

UPTIQ

Snehal Fulzele

Eric Banner

Soureesh Patil

Sameer Joshi

Raghav Utpat

Ankush Rathi

Yatindra Jain

Vikas Nale

Atharva Joshi

Steve Nippak

Sneha Laxmeshwar

Anand Deshmukh

The Leadership Team at UPTIQ is responsible for steering the company's vision, strategy, and overall direction. Comprising senior executives overseeing key areas such as sales, technology, and operations, this team ensures seamless integration of financial services products with advanced analytics and AI, driving holistic wealth management solutions for advisors and their clients. They also focus on business growth, strategic partnerships, and maintaining UPTIQ's competitive edge in the market.

Leadership Team

Software Engineering Team

Leadership Team

About

Team members

Other teams at UPTIQ

Software Engineering Team