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

UPTIQ's headquarters in Plano, TX, United States

This department manages the placement of loans and oversees special projects related to loan programs.

Loan Services

This department focuses on the design, development, and maintenance of software applications and systems.

Software Development

The Software Engineering Team at UPTIQ is responsible for designing, developing, and maintaining the UPTIQ Financial Intelligence Platform. They leverage data analytics and artificial intelligence to create cutting-edge features that empower wealth advisors with the tools they need to optimize financial solutions for their clients. This team ensures the platform is robust, scalable, and secure, enabling seamless integration of diverse financial services products.

Software Engineering Team

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

This department oversees and coordinates engineering leadership to ensure effective project execution and team performance.

Engineering Management

This department provides high-level guidance and insights to support organizational decision-making and strategy development.

Strategic Advisory

This department focuses on the development and management of digital banking products and professional services to enhance customer experience and drive business growth.

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Other teams

Software Development

Software Engineering Team

Leadership Team

Engineering Management

Strategic Advisory

Digital Services