Insights

Rapid Market Growth upSWOT's recent expansion to over 100 banks and credit unions demonstrates a strong demand for embedded finance solutions within the financial industry, presenting a substantial opportunity to target financial institutions seeking innovative ways to enhance SMB engagement and loyalty.

Strategic Partnerships Collaborations with major players like NerdWallet, Akoya, Finastra, and Mastercard indicate upSWOT's credibility and its ability to integrate seamlessly with leading financial ecosystems, making it an attractive partner or service provider for other institutions looking to boost their SMB offerings.

Funding and Revenue Potential With over 25 million dollars in revenue and ongoing funding of 4.3 million dollars, upSWOT shows strong financial health and growth potential, making it a compelling prospect for investors and stakeholders interested in embedded finance solutions.

Industry Alignment Operating in the software development sector with a focus on embedded finance for SMBs and serving hundreds of financial institutions, upSWOT aligns with broader fintech and digital banking trends, offering scalable sales opportunities among banks, credit unions, and fintech companies aiming for digital transformation.

Innovative Technology upSWOT's real-time data aggregation, actionable insights, and integration with accounting, ERP, and CRM systems position it as a cutting-edge provider of business intelligence tools, opening doors for sales engagements with technology-driven banks and financial service providers seeking advanced analytics capabilities.

upSWOT Tech Stack

upSWOT uses 8 technology products and services including QuickBooks, LinkedIn Ads, jQuery, and more. Explore upSWOT's tech stack below.

  • QuickBooks
    Accounting And Finance
  • LinkedIn Ads
    Advertising
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Elementor Header & Footer Builder
    Web Platform Extensions
  • Popup Maker
    Web Platform Extensions
  • Contact Form 7
    Web Platform Extensions
  • OceanWP
    Web Platform Extensions

Media & News

upSWOT's Email Address Formats

upSWOT uses at least 1 format(s):
upSWOT 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's headquarters located?

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upSWOT's main headquarters is located at Charlotte, North Carolina 28277 US. The company has employees across 4 continents, including EuropeNorth AmericaAfrica.

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

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upSWOT's official website is upswot.com and has social profiles on LinkedInCrunchbase.

What is upSWOT's NAICS code?

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upSWOT's NAICS code is 5112 - Software Publishers.

How many employees does upSWOT have currently?

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As of October 2025, upSWOT has approximately 51 employees across 4 continents, including EuropeNorth AmericaAfrica. Key team members include Ceo/Founder: D. N.Ceo At Upswot: D. N.Vice President Of Inside Sales: M. W.. Explore upSWOT's employee directory with LeadIQ.

What industry does upSWOT belong to?

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upSWOT operates in the Software Development industry.

What technology does upSWOT use?

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upSWOT's tech stack includes QuickBooksLinkedIn AdsjQueryjQuery MigrateElementor Header & Footer BuilderPopup MakerContact Form 7OceanWP.

What is upSWOT's email format?

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upSWOT's email format typically follows the pattern of F.Last@upswot.com. Find more upSWOT email formats with LeadIQ.

How much funding has upSWOT raised to date?

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As of October 2025, upSWOT has raised $4.3M in funding. The last funding round occurred on Mar 15, 2021 for $4.3M.

When was upSWOT founded?

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upSWOT was founded in 2019.

upSWOT

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 iconFunding & Financials

  • $4.3M

    upSWOT 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.

  • $25M$50M

    upSWOT's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $4.3M

    upSWOT 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.

  • $25M$50M

    upSWOT's revenue is estimated to be in the range of $25M$50M

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