UPTIQ: Funding, Investors & Team (Sep 2026)
UPTIQ links financial advisors and their clients with a range of financial products, enabling a complete approach to managing wealth. We assist advisors in safeguarding their assets under management, increasing their clients' wealth, and earning extra income.
UPTIQ has raised $57.5M across 4 funding rounds on record, the most recent a Series B of $25.0M announced in Feb 2026.
That round is above the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
UPTIQ Company Profile and Key Stats
Latest funding round on record: Feb 2026.
UPTIQ Funding Rounds
1 of 4 rounds was announced without a disclosed amount and is excluded from the total.
UPTIQ raised $20.5M in an undisclosed round announced in Oct 2024.
10 months later, an undisclosed round was announced in Aug 2025 with no disclosed amount.
2 months later, an undisclosed round of $12.0M was announced in Oct 2025.
4 months later, a Series B of $25.0M was announced in Feb 2026.
UPTIQ Founders and Leadership Team
Contact details for the UPTIQ team: 1 of 3 have an email address on file.
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UPTIQ's latest round of $25.0M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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UPTIQ Funding FAQs
What does UPTIQ do?
UPTIQ links financial advisors and their clients with a range of financial products, enabling a complete approach to managing wealth. We assist advisors in safeguarding their assets under management, increasing their clients' wealth, and earning extra income.
How much funding has UPTIQ raised?
UPTIQ has raised $57.5M across 4 rounds on record. The most recent is a Series B of $25.0M announced in Feb 2026.
When did UPTIQ last raise funding?
UPTIQ's most recent funding round on record is a Series B of $25.0M, announced in Feb 2026.
Who founded UPTIQ?
FundedIQ lists Arpit Agrawal (Founder), Fred Brothers (Founder), Snehal Fulzele (Founder) at UPTIQ.
Where is UPTIQ headquartered?
UPTIQ is based in Plano, Texas, United States.
How many employees does UPTIQ have?
UPTIQ is in the 51-100 employee band.
How does UPTIQ's funding compare to other Financial Services startups?
UPTIQ's latest round of $25.0M is above the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.
About FundedIQ's UPTIQ Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for UPTIQ is left off this page rather than filled in.
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