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Upswot
AddedFeb 15, 2024
UpdatedJun 18, 2026
Upswot

Upswot

Operating

Upswot: Enhancing financial institutions' client engagement with business-boosting fintech since 2019.

Location
Charlotte, NC, US
Founded
2019
Firm
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Fundraising
Employees
Website

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.

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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
  • 8740Management And Public Relations Services
  • 7372Prepackaged Software
  • 8742Management Consulting Services