Financial Intelligence Platform Provider Cion Digital Rebrands as UPTIQ

  • Cion Digital announced a rebrand to UPTIQ this week.
  • The new name is designed to reflect the company’s focus on bringing financing solutions to wealth managers and advisors.
  • Headquartered in Texas and founded in 2021, the company made its Finovate debut at FinovateSpring 2022.

Financial intelligence platform provider Cion Digital, which made its Finovate debut at FinovateSpring last May, has rebranded. The Austin, Texas-based company announced this week that its new name is UPTIQ. The new moniker is designed to underscore the company’s commitment to bring its lending solutions to businesses in the wealth management industry.

“As our business model evolves, we want our name to reflect who we are and what we do,” company Chief Marketing Officer Katie Robinson said. “UPTIQ reflects the results we expect our solutions to bring to advisors and their clients – the upward movement we want for all our stakeholders. We want to inspire and establish our trustworthiness as a partner to financial advisors.”

UPTIQ offers a platform that enables wealth advisors to grow their AUM by providing loans to help finance purchases, liquidity, and working capital. The company’s Financial Intelligence Platform leverages data analytics and AI to ensure clients are offered financing solutions that match their goals and preferences. The company has secured partnerships with a number of lenders such as Credibility Capital, Bank 34, and Celtic Bank that have made their lending solutions available on the platform.

“With the UPTIQ Financial Intelligence Platform, wealth advisors can collaborate with lenders and their clients throughout the loan origination process and feel confident they’ve identified the best loan product to meet their clients’ needs,” UPTIQ founder and CEO Snehal Fulzele said. “Our new name reflects the value we offer to all stakeholders.”

UPTIQ will also offer wealth managers and advisors other services in addition to financing. These offerings include access to deposits, alternative investments, and insurance. The goal is to enable wealth managers to grow their businesses by offering more holistic services that encompass more than traditional wealth management.

Founded in 2021, the company demoed its Crypto Dealership Platform at FinovateSpring 2022. The technology, a blockchain orchestration platform, enables auto dealers and other retailers of “big ticket” items to accept cryptocurrency as payment. The company ended last year with a new partnership, teaming up with fellow Finovate alum upSWOT to bring embedded finance solutions to wealth managers and commercial loan brokers to help them serve their SME customers. UPTIQ raised $12 million in seed funding a little over a year ago in a round led by Green Visor Capital and 645 Ventures.



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