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 data analytics and artificial intelligence to carefully match, curate and fulfill the best financing solutions for their clients, putting decades of financial expertise at their fingertips.
| Website | https://www.uptiq.ai/ |
| Employees | 33 (0 on RocketReach) |
| Founded | 2022 |
| Phone | +1 614-777-1000 |
| Industry | Financial Services |
| Keywords | Asset Under Management, Wealth Management, Aum, Financial Services, Holistic Wealth, Financial Planning, Advisor Technology, Investment Management, Portfolio Management, Retirement Planning, Estate Planning, Income Generation, Tax Planning, Insurance Services, Wealthtech, Financial Technology, Fintech |
| Competitors | LinkedIn, Salesforce, HubSpot, ZoomInfo, Pipedrive, Lusha, Inside View Technologies India Private Limited, DiscoverOrg, Clearbit, Leadfeeder +48 more (view full list) |
Looking for a particular UPTIQ employee's phone or email?
UPTIQ Questions
Related Companies
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
