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 |
| 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, Leadfeeder, Clearbit +47 more (view full list) |
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