UPTIQ - M&A Summary and Business Overview

Financial ServicesCompany

UPTIQ M&A Summary

UPTIQ has acquired 2 companies, including 2 in the last 5 years.

UPTIQ has acquired in 2 different US states. The Company’s most targeted sectors include financial services (50%) and internet software and services (50%).

UPTIQ Business Overview

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.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

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 T
Buy (0.7/yr) # - - 2 2
Sell (0.0/yr) # - - - 0
  2

Most Recent M&A

Company Date Value Type
UpSwot, Inc. 2024-12-02 - Add-on Acquisition
Fort Mill, South Carolina · www.upswot.com
UPTIQ Treasury and Credit Solutions LLC 2024-01-29 - Divestiture
New York, New York
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (50%) - - -
Internet Software and Services 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  South Carolina 1 - - -
  New York 1 - - -
Total 2 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
50%
1 (50%)

Company Summary

SECTOR

Financial Services

Established

2022

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Texas Companies , Financial Services Companies , United States Companies , Texas Financial Services Companies , Texas Financial Services with Acquisitions , Texas Financial Services with Divestitures

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