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UPTIQ
UPTIQ offers AI solutions for financial services, including commercial and retail lending, government guaranteed lending, and wealth management.
UPTIQ
UPTIQ offers AI solutions for financial services, including commercial and retail lending, government guaranteed lending, and wealth management. The company's platform supports decision-making and workflows for banks, credit unions, fintechs, and wealth management firms. UPTIQ was founded in 2022 in McKinney, Texas, and was formerly known as Cion Digital.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Sector focus
Frequently asked questions
How does UPTIQ integrate with existing advisor technology stacks?
UPTIQ positions its platform as a middleware layer that plugs into widely used wealth-management and CRM systems. The platform pulls client financial profiles, risk data, and planning goals from these systems to surface suitable lending and insurance products. The January 2023 acquisition of WealthFX added native financial planning software to UPTIQ's toolkit, deepening the data available for its recommendation engine (per Finovate, January 2023).
Does UPTIQ operate as a broker-dealer or an RIA?
UPTIQ is a technology company providing a software platform, not a broker-dealer or registered investment advisor itself. Its platform serves the wealth management industry — including independent broker-dealers, RIAs, and bank trust departments — by facilitating product origination, but the firm does not appear to hold client assets or execute trades directly.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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