DOSSIER · UPDATED 18 JUN 2026
UPTIQ
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…
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- 2022
- Headcount
- 54
- Open roles
- 0
- Last raised
- Series B · Sign in to view
LEADERSHIP
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FUNDING
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LOCATIONS
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UPTIQ Headquarters Location
7300 State Hwy 121 suite 300, McKinney, TX, 75070
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