Insights

White-label embedded finance upSWOT offers a white-label embedded finance platform that seamlessly integrates with banking services, providing SMBs with cashflow forecasts, actionable insights, and credit score boosts. This unique offering can be a compelling sales opportunity for financial institutions looking to enhance their banking experience and drive customer engagement.

Real-time data analytics With real-time data aggregation and analysis of thousands of signals, upSWOT enables SMBs to gain deep insights into their business health through interactive dashboards. Sales teams can leverage this technology to offer data-driven solutions to SMB clients, positioning themselves as strategic partners for business growth and financial management.

Technology-driven relationship management upSWOT's technology empowers relationship managers within financial institutions to access meaningful data and insights, allowing them to identify upselling opportunities and offer tailored products and services to SMB clients. Leveraging this technology can enhance the sales process by enabling personalized and value-driven interactions with customers.

Industry-focused loyalty and engagement By serving hundreds of financial institutions, upSWOT has demonstrated its capability to help build loyalty and increase engagement among SMB clients. Sales teams can capitalize on this industry-focused expertise by positioning upSWOT as a valuable partner in driving customer retention and satisfaction through innovative financial solutions.

Competitive positioning and growth potential With a revenue range of $10M - $50M and funding of $4.3M, upSWOT is positioned well within the market. Leveraging this financial stability, sales professionals can showcase the company's growth potential and competitive strength, establishing trust and credibility with potential clients seeking reliable and innovative financial technology solutions.

upSWOT (Acquired by Uptiq) Tech Stack

upSWOT (Acquired by Uptiq) uses 8 technology products and services including Hotjar, Kubernetes, Zoho, and more. Explore upSWOT (Acquired by Uptiq)'s tech stack below.

  • Hotjar
    Analytics
  • Kubernetes
    Containerization
  • Zoho
    Customer Relationship Management
  • Lightbox
    Javascript Libraries
  • Gravatar
    Miscellaneous
  • Mastercard
    Payment Processing
  • Miro
    Team Collaboration
  • Linkedin
    Widgets

Media & News

upSWOT (Acquired by Uptiq)'s Email Address Formats

upSWOT (Acquired by Uptiq) uses at least 1 format(s):
upSWOT (Acquired by Uptiq) Email FormatsExamplePercentage
F.Last@upswot.comJ.Doe@upswot.com
88%
FL@upswot.comJD@upswot.com
7%
First.Last@upswot.comJohn.Doe@upswot.com
3%
Last@upswot.comDoe@upswot.com
2%

Frequently Asked Questions

Where is upSWOT (Acquired by Uptiq)'s headquarters located?

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upSWOT (Acquired by Uptiq)'s main headquarters is located at Charlotte, North Carolina 28277 US. The company has employees across 4 continents, including EuropeNorth AmericaAsia.

What is upSWOT (Acquired by Uptiq)'s official website and social media links?

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upSWOT (Acquired by Uptiq)'s official website is upswot.com and has social profiles on LinkedIn.

How much revenue does upSWOT (Acquired by Uptiq) generate?

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As of December 2024, upSWOT (Acquired by Uptiq)'s annual revenue reached $15M.

What is upSWOT (Acquired by Uptiq)'s NAICS code?

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upSWOT (Acquired by Uptiq)'s NAICS code is 5112 - Software Publishers.

How many employees does upSWOT (Acquired by Uptiq) have currently?

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As of December 2024, upSWOT (Acquired by Uptiq) has approximately 51 employees across 4 continents, including EuropeNorth AmericaAsia. Key team members include Chief Customer Officer: D. S.Vice President Of Inside Sales: M. W.Head Of Quality Assurance: D. S.. Explore upSWOT (Acquired by Uptiq)'s employee directory with LeadIQ.

What industry does upSWOT (Acquired by Uptiq) belong to?

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upSWOT (Acquired by Uptiq) operates in the Software Development industry.

What technology does upSWOT (Acquired by Uptiq) use?

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upSWOT (Acquired by Uptiq)'s tech stack includes HotjarKubernetesZohoLightboxGravatarMastercardMiroLinkedin.

What is upSWOT (Acquired by Uptiq)'s email format?

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upSWOT (Acquired by Uptiq)'s email format typically follows the pattern of . Find more upSWOT (Acquired by Uptiq) email formats with LeadIQ.

How much funding has upSWOT (Acquired by Uptiq) raised to date?

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As of December 2024, upSWOT (Acquired by Uptiq) has raised $4.3M in funding. The last funding round occurred on Mar 15, 2021 for $4.3M.

When was upSWOT (Acquired by Uptiq) founded?

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upSWOT (Acquired by Uptiq) was founded in 2019.
upSWOT (Acquired by Uptiq)

upSWOT (Acquired by Uptiq)

Software DevelopmentNorth Carolina, United States51-200 Employees

upSWOT is a white-label embedded finance and business management platform designed to enhance online/mobile banking with just several lines of code. Using an approach similar to Plaid, SMBs connect their accounting, ERP, payroll, eCommerce, marketing, CRM, and other apps to the Bank to get accurate cashflow forecasts, actionable insights, credit score boost, and business valuation tools within their banking experience

Data is aggregated in real-time and thousands of signals are analyzed to help SMBs better understand the health of their businesses via interactive dashboards. 

On the back-end, upSWOT surfaces meaningful data for relationship managers to help them upsell the right products and services while building more meaningful and longer-lasting relationships.

Founded in August 2019, upSWOT technology serves hundreds of financial institutions helping them to build loyalty and grow engagement among their SMB clients.

Section iconCompany Overview

Headquarters
Charlotte, North Carolina 28277 US
Website
upswot.com
NAICS Code
5112 - Software Publishers
Founded
2019
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $4.3M

    upSWOT (Acquired by Uptiq) has raised a total of $4.3M of funding over 4 rounds. Their latest funding round was raised on Mar 15, 2021 in the amount of $4.3M.

  • $10M$50M

    upSWOT (Acquired by Uptiq)'s revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $4.3M

    upSWOT (Acquired by Uptiq) has raised a total of $4.3M of funding over 4 rounds. Their latest funding round was raised on Mar 15, 2021 in the amount of $4.3M.

  • $10M$50M

    upSWOT (Acquired by Uptiq)'s revenue is in the range of $10M$50M

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