Founded in January 2019, Upswot technology serves dozens of financial institutions helping them to build loyalty and grow engagement among their SMB clients.

The platform is a white-labeled portal deployed into customers’ private cloud and connected with the online banking application. Using an approach similar to Plaid, SMBs connect their data for continuous, API-enabled access to QuickBooks, Xero, Salesforce, and 120+ other business-critical SaaS applications.

Software

upSWOT

upSWOT's headquarters in Wilmington, DE, United States

This department oversees strategic planning and overall direction for the organization.

Executive Management

The Software Development Team at upSWOT is responsible for designing, building, and maintaining the platform that integrates various business applications for financial institutions and their SMB clients. This team collaborates to develop robust, scalable, and secure software solutions, ensuring seamless API connectivity and a user-friendly experience while adhering to quality standards and best practices in software development and DevOps. Their collective expertise spans software engineering, quality assurance, and cloud deployment, enabling upSWOT to enhance customer engagement and loyalty effectively.

Software Development Team

The Business Analysis Team at upSWOT plays a crucial role in optimizing the company's platform by analyzing client needs, market trends, and operational efficiencies. They work closely with internal stakeholders and external partners to gather data, identify opportunities for enhancement, and ensure the platform delivers maximum value to financial institutions and their SMB clients. Through their insights, the team drives strategic initiatives that foster customer loyalty and engagement.

Business Analysis Team

The Product Management Team at upSWOT is responsible for shaping and executing the product strategy for the company’s innovative platform, ensuring it meets the needs of financial institutions and their SMB clients. They analyze market trends, gather customer feedback, and collaborate across departments to develop features and enhancements that drive user engagement and loyalty. Through continuous product iterations, this team ensures that upSWOT’s solutions remain competitive and aligned with industry demands.

Product Management Team

The Leadership Team at upSWOT is responsible for setting the strategic direction of the company, driving innovation in the platform, and ensuring operational excellence across all functions. Comprising key executives like the CTO, CEO, COO, and CLO, the team collaborates to strengthen partnerships with financial institutions while enhancing customer engagement and loyalty among SMB clients through cutting-edge technology solutions. Their leadership fosters a culture of growth and adaptability, positioning upSWOT at the forefront of fintech innovation.

Leadership Team

The Quality Assurance Team at upSWOT is responsible for ensuring the integrity and performance of the platform by rigorously testing its features and functionalities. They implement comprehensive testing strategies to identify and resolve any issues, enhancing overall user satisfaction. Additionally, the team collaborates with the development and security teams to maintain data protection standards, ensuring a seamless and secure experience for financial institutions and their SMB clients.

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Other teams

Software Development Team

Business Analysis Team

Product Management Team

Leadership Team

Quality Assurance Team