McKinney-Based Uptiq.ai Raises $12M to Build AI Infrastructure for Financial Services

McKinney-based Uptiq.ai, a provider of AI infrastructure for financial services, has raised $12 million in a new funding round led by Silverton Partners with Live Oak Venture Partners, Tau Ventures, First Capital, and Green Visor Capital participating in the round.

“Every financial institution wants to move faster with AI, but legacy systems and regulatory constraints hold them back,” Uptiq.ai CEO Snehal Fulzele said in a statement. “Our mission is to make AI innovation composable, compliant, and massively scalable—so every bank, wealth firm, and fintech can build production-grade AI solutions without reinventing their tech stack.”

Founded in 2022, Uptiq.ai said the funding will be used to drive large-scale adoption of Uptiq Qore, the company’s next-generation AI infrastructure platform, and make it accessible to financial institutions of all sizes. Uptiq said it plans to scale its distribution network, expand integration partnerships, and accelerate go-to-market programs that bring Qore to the mainstream of the financial services ecosystem.

Uptiq.ai said it has been quietly developing what industry leaders are calling “The AI Platform for financial services.”

Spotlight on Qore

According to Uptiq, its flagship platform, Uptiq Qore, provides an intelligent foundation that allows institutions to build, orchestrate, and scale AI-powered financial applications through simple prompts, reducing development time from months to weeks while maintaining enterprise-grade governance and compliance.

“Uptiq is enabling financial institutions and FinTechs to adopt AI responsibly and rapidly. We’re excited to back a team that understands both the technological and regulatory depth of the industry,” Morgan Flager, partner at Silverton Partners, said.

“Uptiq.ai is building the foundational layer for the next generation of AI-native financial systems,” Live Oak Venture Partners Partner Venu Shamapant said. “Qore has the potential to redefine how financial products and workflows are built — with speed, precision, and compliance.”

The company said the $12 million funding will accelerate its 2026 growth plans, including scaling adoption of Qore across banks, RIAs, and fintech ecosystems; expanding AI infrastructure and compliance frameworks for enterprise customers; growing global engineering, research, and customer success teams; and deepening partnerships to make Qore the default AI layer for financial institutions worldwide.

Enhancing AI-enabled fintech

Last year, we reported that Uptiq acquired Focus Treasury and Credit Solutions LLC, a partnership of independent, fiduciary wealth management firms.

At the time, Uptiq said the acquisition significantly enhances its AI-enabled technology by combining its automation and digital/intuitive self-service with FTCS’s client-centric approach to providing custom cash and credit solutions to financial advisers.

More than 140 institutions globally rely on Uptiq’s platforms to modernize operations with intelligent automation built for compliance, scalability, and speed, the company says.