Upswot: Enhancing financial institutions' client engagement with business-boosting fintech since 2019.
Location
Charlotte, NC, US
Founded
2019
Upswot is a fintech company that focuses on enhancing engagement between financial institutions and their small and medium-sized business (SMB) clients. Founded in 2019, the company offers a white-labeled platform that integrates with online banking applications, providing customizable embedded widgets and data from various business applications to generate actionable insights.
The platform serves dozens of financial institutions, helping them build loyalty and grow engagement among their SMB clients. Upswot's technology is designed to be deployed in customers' private clouds, offering a seamless integration with existing digital banking infrastructure. The company's solution aims to transform raw data into meaningful insights and actionable recommendations for both business owners and relationship managers.
Upswot - Classification
NAICS
520000Finance and Insurance
SIC
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
6280Services Allied With The Exchange Of Securities Or Commodities
6282Investment Advice
Show 14 more industry codes
NAICS
513200Software Publishers
510000Information
513000Publishing Industries
522000Credit Intermediation and Related Activities
522300Activities Related to Credit Intermediation
513210Software Publishers
522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
6000Depository Institutions
7300Business Services
8700Engineering, Accounting, Research, Management, And Related Services
7370Computer Programming, Data Processing, And Other Computer Related
