M&A Deal Summary

UPTIQ Acquires UpSwot

On December 2, 2024, UPTIQ acquired internet software and services company UpSwot

Acquisition Highlights
  • This is UPTIQ’s 1st transaction in the Internet Software and Services sector.
  • This is UPTIQ’s 2nd transaction in the United States.
  • This is UPTIQ’s 1st transaction in South Carolina.

M&A Deal Summary
Date 2024-12-02
Target UpSwot
Sector Internet Software and Services
Buyer(s) UPTIQ
Deal Type Add-on Acquisition

Target

UpSwot

Fort Mill, South Carolina, United States
UpSwot specializes in financial data integration, providing a robust gateway for connecting financial institutions to vital business data sources. UpSwot's technology powers next-generation solutions for digital banking, lending, and financial decision-making. UpSwot is based in Fort Mill, South Carolina.

Search 201,292 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

UPTIQ

Dallas, Texas, United States
Category Company
Founded 2022
Sector Financial Services
DESCRIPTION

UPTIQ modernizes holistic wealth management for financial advisors by expanding services beyond traditional investments. UPTIQ was founded in 2022 and is based in Dallas, Texas.

DEAL STATS #
Overall 2 of 2
Sector (Internet Software and Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
State (South Carolina) 1 of 1
Country (United States) 2 of 2
Year (2024) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-01-29 UPTIQ Treasury and Credit Solutions

New York, New York, United States

UPTIQ Treasury and Credit Solutions provide delivering tailored cash and credit solutions to financial advisors. UPTIQ Treasury and Credit Solutions is based in New York City.

Buy -
Mergr

Product

Company

Legal