Is this your company? Buyers are checking UPTIQ Inc here. Claim uptiq.ai free to control the listing, earn the badge buyers trust, and see who's evaluating you.
Claim free
UPTIQ Inc
Sourced from public information. Not yet verified by the company.
UPTIQ Inc is SOC 2 Type II compliant.
About
At UPTIQ, we believe that the financial industry can and should do better. That's why we've made it our mission to empower financial advisors with cutting-edge technology and innovative solutions that enable them to better serve their clients and drive long-term success. Our core values are at the heart of everything we do, guiding our approach to innovation, client success, and the pursuit of excellence.
Compliance & infrastructure
Documents
3Subprocessors
17- AAmazon Web Services · aws
- GGoogle Cloud Platform · Cloud provider
- MMicrosoft Azure · Cloud provider
- EEgnyte, Inc.
- AAtlassian - Bitbucket · bitbucket
- CCore Logic
- AAnthropic, Inc. · LLM
- AAtlassian - Jira · jira
- GGoogle Workspace · gsuiteadmin
- MMongoDB Atlas · mongoatlas
- OOcrolus Inc.
- OOpenAI, LLC
Show all 17 subprocessorsShow fewer
- PProofpoint
- VVanta
- VVenminder Inc.
- MMistral AI · LLM
- SStripe, Inc. · Finance and payments
Compliance leadership
The person who leads UPTIQ Inc's SOC 2 isn't listed yet. Claim this profile to add it.
Penetration test
Unknown. UPTIQ Inc's penetration test vendor isn't listed yet.
Claim this profile to add it.
This listing is partial
6/11 details · 55%SOC2C shows the verified essentials. 5 details are not yet provided by the company. Trust centers list more, so we invite the owner to fill the gaps here.
- Auditorraises trustAdd the CPA firm that issued your SOC 2 so buyers can verify who signed it.
- Report dateraises trustAdd your most recent report period so buyers see how current your SOC 2 is.
- Renewal dateAdd your renewal window so buyers know your coverage is active.
- Other certificationsList your other frameworks (ISO 27001, HIPAA, PCI DSS) the way your trust center does.
- Security controlsConfirm key controls (encryption, MFA/SSO, annual pen test, BCP/DR) buyers screen for.
Verify your work email to take ownership, earn the badge buyers trust, and add the details that win deals.



