Insights

Innovative AI Platform Uptick's AI-native market intelligence platform, built on a multi-agent generative AI framework, offers a user-friendly experience that democratizes access to complex financial analysis, making it appealing to investment teams seeking efficiency and accessibility.

Rapid Decision-Making The platform enables real-time analytics and scenario modeling through natural language interactions, allowing investment professionals to make faster, data-driven decisions, which can be a strong selling point to firms looking to improve workflow agility.

Market Positioning Despite its small size with a team of fewer than 10 employees, Uptick operates in a competitive landscape alongside larger workflow and SaaS providers, suggesting opportunities to highlight its innovative technology and niche focus in sales efforts.

High Growth Potential With a revenue range of 1M to 10M and recent funding of 400K, Uptick presents an attractive investment for growth capital, and sales teams can leverage this to establish strategic partnerships or upsell value-added features to expand its client base.

Cross-Sector Opportunities The company's platform, suited for investment professionals, has potential applications across related financial and risk management sectors, opening opportunities to target additional verticals such as asset management firms or fintech services.

Uptick Tech Stack

Uptick uses 8 technology products and services including Google Domains, Lucide, styled-components, and more. Explore Uptick's tech stack below.

  • Google Domains
    Domain Name Services
  • Lucide
    Font Scripts
  • styled-components
    Javascript Frameworks
  • Prism
    Javascript Libraries
  • Stripe
    Payment Processing
  • HTTP/3
    Web & Portal Technology
  • X-Content-Type-Options
    Web & Portal Technology
  • Google App Engine
    Web Servers

Media & News

Uptick's Email Address Formats

Uptick uses at least 2 format(s):
Uptick Email FormatsExamplePercentage
First.Last@uptick.coJohn.Doe@uptick.co
100%

Frequently Asked Questions

Where is Uptick's headquarters located?

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Uptick's main headquarters is located at 1120 Avenue of The Americas New York, New York 10036 United States. The company has employees across 1 continents, including North America.

What is Uptick's official website and social media links?

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Uptick's official website is uptick.ai and has social profiles on LinkedInCrunchbase.

What is Uptick's NAICS code?

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Uptick's NAICS code is 52 - Finance and Insurance.

How many employees does Uptick have currently?

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As of June 2026, Uptick has approximately 3 employees across 1 continents, including North America. Key team members include Founder & Ceo | Head Of Product: A. N.Board Advisor: J. W.Trader: N. U.. Explore Uptick's employee directory with LeadIQ.

What industry does Uptick belong to?

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Uptick operates in the Financial Services industry.

What technology does Uptick use?

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Uptick's tech stack includes Google DomainsLucidestyled-componentsPrismStripeHTTP/3X-Content-Type-OptionsGoogle App Engine.

What is Uptick's email format?

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Uptick's email format typically follows the pattern of First.Last@uptick.co. Find more Uptick email formats with LeadIQ.

How much funding has Uptick raised to date?

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As of June 2026, Uptick has raised $400K in funding. The last funding round occurred on Feb 06, 2023 for $400K.

When was Uptick founded?

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Uptick was founded in 2022.

Uptick

Financial ServicesNew York, United States2-10 Employees

Uptick operates an AI-powered market intelligence and investment workflow platform designed for the financial services industry. It enables investment professionals to move from real-time market analytics to portfolio-aware insights, risk modeling, and mandate-aware ideas in seconds. By translating complex financial analysis into natural-language interactions, the platform makes sophisticated analysis accessible without requiring deep quantitative expertise. The solution integrates research, risk management, and portfolio optimization into a single, cohesive experience to support faster, data-driven decision-making across teams. Its primary users are investment professionals and teams who need timely insights and scenario reasoning to manage risk and optimize portfolios. Uptick is based in New York, New York.

Section iconCompany Overview

Headquarters
1120 Avenue of The Americas New York, New York 10036 United States
Website
uptick.ai
NAICS Code
52 - Finance and Insurance
Founded
2022
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $400K

    Uptick has raised a total of $400K of funding over 2 rounds. Their latest funding round was raised on Feb 06, 2023 in the amount of $400K.

  • $1M$10M

    Uptick's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $400K

    Uptick has raised a total of $400K of funding over 2 rounds. Their latest funding round was raised on Feb 06, 2023 in the amount of $400K.

  • $1M$10M

    Uptick's revenue is estimated to be in the range of $1M$10M

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