# UPTIQ

UPTIQ is an Asset Manager based in Austin, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Assets under management:** Undisclosed
- **Website:** uptiq.com
- **LinkedIn:** https://www.linkedin.com/company/uptiqai

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Enterprise Software
- AI/ML

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/uptiq

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