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UPTIQ Overview

Financial ServicesCompany

Where is UPTIQ headquartered?

UPTIQ is headquartered in Dallas, Texas.

What sector is UPTIQ in?

UPTIQ is a financial services company.

When was UPTIQ founded?

UPTIQ was founded in 2022.

UPTIQ

UPTIQ Financial Solutions, Inc.

Dallas, Texas
United States,
www.uptiq.ai

UPTIQ modernizes holistic wealth management for financial advisors by expanding services beyond traditional investments. UPTIQ was founded in 2022 and is based in Dallas, Texas.


M&A Summary

Buy vs Sell

Year '22 '23 '24 '25 T
Buy (0.5/yr) # - - 2 - 2
Sell (0.0/yr) # - - - - 0
  2

Company Summary

SECTOR

Financial Services

Established

2022


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