upSWOT (Acquired by Uptiq)
Software DevelopmentNorth Carolina, United States11-50 Employees
upSWOT is a software development company-based in Charlotte, North Carolina, with 11 to 50 employees. It provides a white-label embedded finance and business management platform that integrates with a bank's online or mobile banking experience. The platform enables small- and medium-sized businesses to connect accounting, ERP, payroll, eCommerce, marketing, and CRM systems to the bank to obtain cash flow forecasts, insights, credit score enhancements, and business valuation tools within the banking interface. Data is aggregated in real time and analyzed across thousands of signals, with dashboards to help SMBs assess their business health; the back-end supports relationship managers in upselling relevant products. Founded in August 2019, upSWOT serves hundreds of financial institutions and has formed partnerships with Mastercard, Finastra, Akoya, and NerdWallet; the company was acquired by Uptiq in December 2024.