Focus Financial Partners Chooses UPTIQ to Accelerate Advisor Lending



DALLASSept. 8, 2023 /PRNewswire/ — UPTIQ, a pioneer in holistic wealth management solutions for the financial services industry, today announces that its newest client is Focus Financial Partners (“Focus”), a leading partnership of independent, fiduciary wealth management firms. Utilizing UPTIQ’s state-of-the-art Artificial Intelligence (AI) enabled technology, Focus will expand its ability to deliver comprehensive lending solutions to its partner firms’ advisor teams.

In 2022, Focus advised on billions of dollars of loans for its partner firms’ clients. To meet future demand, Focus has selected UPTIQ’s Advisor Lending platform to help its 90 partner firms position and fulfill loans and credit solutions for their clients. With a combined lender network of more than 130 banks, credit unions, and non-bank lenders, this partnership opens the door to growth and innovation for both firms.

Since 2022, UPTIQ has continued to transform the wealth management industry by expanding available capabilities for RIAs to meet the growing lending needs of their clients. UPTIQ’s Advisor Lending platform opens up new avenues for advisors to help their clients obtain liquidity without disrupting clients’ investment strategies or retirement plans. UPTIQ makes it easy for financial advisors to position credit solutions to their clients, using AI and a powerful, digital interface to match clients with the right loan products and lenders who can fund a wide variety of liquidity needs.

Snehal Fulzele, Founder and CEO of UPTIQ, said, “The growth in demand for loan and credit solutions among Focus partner firms is on trend with what we are seeing in the market. We are thrilled to be working with Focus to deliver the UPTIQ Advisor Lending platform to the Focus Client Solutions team and Focus’ portfolio of partner firms, and we look forward to helping Focus partner firms manage client assets, strengthen client relationships, and deliver financial flexibility to their clients.”

“Ultra-high and high net worth clients need traditional and specialized credit and lending solutions,” said Rudy Adolf, Founder and CEO of Focus. “Over the last four years, our partner firms have been called on again and again to deliver tailored cash and credit solutions to their clients. Our partnership with UPTIQ gives Focus Client Solutions the ability to scale and meet the evolving needs of our partner firms and deliver value that enhances the services they provide.”

“UPTIQ is a force-multiplier for us,” added Steven Canup, Managing Director of Focus Client Solutions. “Not only will UPTIQ automate and digitize our business, UPTIQ give us the ability to offer a wider range of loan products and lenders to our partner firms. Since its inception, Focus Client Solutions has been concentrating on helping Focus’ partner firms deepen client relationships through expanded wealth management-adjacent services and personalized client solutions. Our partnership with UPTIQ is a testament to our commitment to serving our partner firms and maximizing the value they deliver to their clients.”


Founded in 2022, UPTIQ modernizes holistic wealth management for financial advisors by expanding services beyond traditional investments. A client’s financial life consists of more than just their assets. UPTIQ gives financial advisors the ability to manage liabilities as strategically as assets and preserve their clients’ wealth while maintaining liquidity for life’s biggest goals. Developed by experienced fintech entrepreneurs, UPTIQ’s Advisor Lending platform enables advisors to connect their clients to a network of lenders who can fund virtually any liquidity need or risk profile. Using Artificial Intelligence (AI), UPTIQ matches the right loan product and the right lender, and intelligently tailors pre-qualified credit solutions that deliver liquidity without disrupting the client’s investment strategy. For more information about UPTIQ and its groundbreaking holistic wealth management solutions, please visit

About Focus Financial Partners Inc.

Focus Financial Partners Inc. is a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms that serve individuals, families, employers, and institutions with comprehensive wealth management services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit

Image by: Uptiq.AI



Related Content

Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

Media Kit

    Data Protection

    The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

    The Digital Banker Summit

    Moving on from FTX: is 2023 the year of CBDCs?

    Indonesia, Jakarta

    Thailand, Bangkok

    Philippines, Manila

    Contact Us

      Data Protection

      The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

      Request Nomination Pack

      Error: Contact form not found.

      The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

      Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

      Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

      The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

      Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. 

      Request Nomination Pack

      Error: Contact form not found.