UPTIQ, an emerging force in financial technology, has raised $12 million in funding to bring artificial intelligence into the core of wealth management. The round was led by Silverton Partners, joined by Live Oak Venture Partners, Tau Ventures, First Capital, and Green Visor Capital - all known for their conviction in data-first financial innovation.

Founded by Snehal Fulzele, UPTIQ is on a mission to transform financial advisory firms into intelligent, adaptive, and data-driven organizations. The startup’s AI platform gives wealth advisors the tools to make smarter, faster, and more personalized decisions - bridging a long-standing gap between data analysis and human judgment.

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Where Finance Meets Intelligence

The wealth management sector is vast and outdated - anchored by legacy systems, fragmented CRMs, and spreadsheet-heavy decision-making. UPTIQ sees this as an opportunity to build an intelligence layer for the next generation of financial professionals.

The platform analyzes massive data points - from client behavior and market shifts to tax implications and risk profiles - to help advisors forecast outcomes in real time.

According to founder Snehal Fulzele, this is about giving advisors superpowers, not replacing them.

“Financial advisors don’t need another dashboard. They need an intelligent partner that learns, predicts, and scales with them.”

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The Fintech Landscape: AI Is the Next Frontier

The financial services industry is undergoing a massive technological reset. According to Accenture’s 2025 Wealth Management Report, firms using AI-driven analytics report a 27% improvement in client retention and a 34% faster decision cycle compared to traditional advisory practices.

Meanwhile, the global AI in fintech market is expected to exceed $42 billion by 2030 (Allied Market Research), growing at a CAGR of 20.5%, while the wealth management market itself is forecast to hit $5.8 trillion by 2030 (Grand View Research).

These trends reveal a clear shift - advisory firms that fail to integrate intelligence will struggle to compete. And that’s precisely where UPTIQ has found its opening.

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How UPTIQ Works

UPTIQ’s system aggregates client data, market insights, and behavioral signals into a unified hub. Using advanced machine learning, it generates real-time portfolio recommendations, flags potential compliance risks, and offers predictive analytics for asset growth and tax efficiency.

It’s not just automation - it’s intuition backed by data.

Advisors can simulate “what-if” market conditions, identify clients at churn risk, and automatically rebalance portfolios with confidence. The result is a 360° decision platform that blends technical sophistication with human empathy.

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The Hidden Playbook for Founders in Legacy Markets

Here’s what makes UPTIQ’s journey a masterclass for founders.

Most startups chase new markets - few succeed in transforming old ones. UPTIQ didn’t build something different from wealth management; it built something that made wealth management think differently.

True disruption isn’t about attacking the old - it’s about making the old system too smart to ignore.

In fintech, founders often assume innovation means removing humans from the equation. But in trust-based industries like finance, the real competitive edge comes from augmenting human expertise, not replacing it.

That’s UPTIQ’s genius. Instead of positioning AI as the decision-maker, it positioned it as decision intelligence - a cognitive layer that strengthens what people already do best: judgment, relationship building, and strategic planning.

For founders, that’s a timeless lesson. The path to market adoption often isn’t about fighting incumbents head-on - it’s about designing technology that makes incumbents faster, sharper, and impossible to ignore.

UPTIQ didn’t try to be a “fintech disruptor.” It became a fintech amplifier - and that difference is why the market is paying attention.

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Investor Confidence Reflects a Clear Thesis

The investors backing UPTIQ share a belief that the next decade of fintech will belong to platforms that combine trust, transparency, and intelligence. Silverton Partners, which led the round, has a strong track record in scaling early-stage financial infrastructure startups.

Tau Ventures and Green Visor Capital bring deep expertise in AI governance and compliance automation - critical as regulators tighten their stance on AI in financial services. Live Oak Venture Partners, meanwhile, adds strategic partnerships with financial institutions, giving UPTIQ a head start in distribution and credibility.

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Industry Outlook: Intelligence as a Standard

The rise of “Augmented Advisory”  -  where AI and human expertise merge  -  is quickly becoming the new normal. A PwC 2025 study found that 80% of wealth management executives plan to integrate generative AI into their operations within the next three years.

More strikingly, firms that adopt early are expected to see a 15–25% reduction in operational costs and up to 40% faster revenue growth through smarter personalization.

UPTIQ’s platform directly aligns with that trajectory, offering not just data analytics but predictive clarity  -  giving advisors the edge to act before opportunities are lost or risks escalate.

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What’s Next for UPTIQ

With $12 million in new funding, UPTIQ plans to scale its engineering team, deepen partnerships with financial institutions, and introduce a multi-model AI engine that combines behavioral finance insights with market trend prediction.

The company is also developing API-based tools for seamless integration into banks and advisory firms, enabling plug-and-play AI adoption without replacing existing infrastructure  -  a move that could accelerate its enterprise growth.

Founder Snehal Fulzele envisions a future where intelligent wealth management becomes a baseline expectation, not a luxury.

“We’re not just helping advisors make smarter choices. We’re building the framework for an entire industry to think intelligently.”

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A Smarter Future for Finance

In the next decade, AI won’t replace financial advisors  -  it will define the ones who thrive. UPTIQ sits at the forefront of that transformation, where intelligence meets intuition, and data becomes not just a tool, but a trusted partner.

As wealth management transitions from reactive to predictive, UPTIQ is proving that the most powerful innovation isn’t about disruption  -  it’s about elevation.

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