Fundz

Uptiq reported raising $21 Million in an initial SEC Form D filing, from an offering of $23.6 Million

PRIVATEOct 24, 2024$21M of $23.6M raised

Amount Raised

$21 Million

$21 Million sold, per SEC Form D (first sale Oct 11, 2024)

Round Type

Venture

DallasFinanceFintech

Investors

Evolution VCTau VenturesEpic VenturesFirst CapitalLive Oak VenturesGreen Visor CapitalBroadridge645 VenturesSilverton Partners

Quick answer

Uptiq raised $21 Million in a funding round, dated October 11, 2024. Investors: Evolution VC, Tau Ventures, Epic Ventures, First Capital, Live Oak Ventures, Green Visor Capital, Broadridge and 645 Ventures. Uptiq is based in Dallas, Texas, United States.

How much did Uptiq raise?
Uptiq raised $21 Million in a funding round on October 11, 2024.
Who invested in Uptiq?
Evolution VC, Tau Ventures, Epic Ventures, First Capital, Live Oak Ventures, Green Visor Capital, Broadridge and 645 Ventures are named as investors in this round.
What does Uptiq do?
Uptiq.ai builds AI infrastructure powering the future of financial services.
Where is Uptiq based and how big is it?
Uptiq is based in Dallas, Texas, United States. Fundz records about 129 employees.
Who are the decision-makers at Uptiq?
Fundz holds 3 contacts at Uptiq, including the Vice President, Financial Institutions. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Finance and Fintech around the same time

Companies in the same sectors as Uptiq that raised within 45 days of this round, from Fundz verified event records.

  • OpenYield raised $7M (Funding Round) on November 21, 2024.
  • Lumin Digital raised $162M on November 20, 2024.
  • EdfaPay raised $5M (Pre-Series A) on November 20, 2024.
  • Pelocal raised $2M (Seed) on November 19, 2024.
  • Beeline Holdings raised $1.6M (Series A) on November 14, 2024.
  • Tranched raised $3.4M (Pre-Seed) on November 12, 2024.

Who to call at Uptiq, and when

A new round usually means Uptiq is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Uptiq raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Uptiq, from your own LinkedIn network

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Company Information

Company

Uptiq

Location

7300 TX-121

Dallas, Texas, United States

About

Uptiq.ai builds AI infrastructure powering the future of financial services. More than 140 institutions globally rely on Uptiq’s platforms to modernize operations with intelligent automation built for compliance, scalability, and speed. Uptiq's mission is to make AI innovation accessible to every financial institution — enabling teams to design, deploy, and scale intelligent solutions at the speed their markets demand.

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Fundz sees it the moment Uptiq raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

3 contacts
Verified contactsGerald W., Vice President, Financial InstitutionsSee plans and pricing
Predictive Intelligence
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ML-powered predictions for Uptiq's next move

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Uptiq raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.