Financial technology platform, later rebranded as UPTIQ, that helps wealth managers and financial advisors offer lending and other financial services to clients
Financial technology platform, later rebranded as UPTIQ, that helps wealth managers and financial advisors offer lending and other financial services to clients. Its platform connects advisors, borrowers, and lenders through the loan origination process and uses data analytics and AI to match financing solutions to client goals. The company also previously offered a blockchain-based crypto payment platform for auto dealers and other retailers.