Our firm has been dedicated to serving the best in fintech, payments and B2B software since 2007. Our services are informed by the leading-edges of fintech and tech-enabled software, where the innovators are creating the next generation of digital products. We constantly monitor, explore, and evaluate the latest market trends, conditions, and technologies that will transform the future of commerce.
Whether you’re an early-stage startup, or seeking to exit, need capital to grow, or monetizing what you’ve built, Wellesley Hills Financial welcomes the opportunity to work with you.
Our Services
Strategic Advisory
Covering valuations, fairness opinions, GTM strategy, KPI analysis, financial modeling and capital efficiency optimization, our strategic advisory services offer thoughtful recommendations with maximum optionality.
Transaction Advisory
Wellesley Hills Financial offers a full range of investment banking services, from M&A to growth capital, restructuring to private credit. Drawing on 20+ years of transactional expertise in fintech, payments and B2B software, our bankers have a uniquely deep understanding of the objectives and challenges of the founders in our coverage areas.
Coverage Areas
Domain Expertise
AML
Blockchain & Crypto
Capital Markets Tech
E-Commerce
Embedded Finance
IDV / KYB / Biometrics
InsurTech
Open Banking / Finance
Payments Analytics
PropTech
Specialty Finance / LendTech
WealthTech
Domain Expertise
Insights & Transactions
The digitalization of money movement and commerce is a defining trend of the 21st century, driven by shifting consumer behaviors, increased mobile device use, and the growing demand for accessible financial solutions for the globally underbanked. In response, we focus on closely tracking market trends to ensure our services align with the market demand/ product fit dynamic, and our C-level insights and thought leadership is backed by research from leading industry analysts.
2025 Conferences
National Retail Federation
January 12 – 14 | New York City, New York
ICE Barcelona
January 20 – 22 | Barcelona
Fintech Meetup
March 10 – 13 | Venetian, Las Vegas
Money Live Summit
March 10 – 11 | London
Merchant Payments Ecosystem
March 18 – 20 | Berlin
TRANSACT Tech Las Vegas
April 2 – 4 | Las Vegas
Northeast Acquirers Association
April 17 – 19 | Atlantic City, New Jersey
Finovate Spring
May 7 – 9 | San Diego, California
Apidays
May 14 – 15 | NYC
OpenFinity
May 14 – 15 | NYC
Money 20/20 Europe
June 3 – 5 | Amsterdam
Insurtech Insights
June 4 – 5 | NYC
Southeast Acquirers Association
June 2 – 4 | Orlando, Florida
FTA CEO Summit
June 25 | Washington, DC
Open Banking Expo NYC
June 26 | New York City, New York
Midwest Acquirers Association
July 30 – 31 | Downtown Chicago, Illinois
Fintech South
August 19 – 20 | Atlanta, Georgia
UK Family Office Summit
September 4 | Atlanta, Georgia
Western States Acquirers Association
September 8 – 9 | Las Vegas, Nevada
Finovate Fall
September 8 – 10 | New York City, New York
Identity Week
September 10 – 11 | Washington DC
Global Insurtech Summit
September 18 | New York City, New York
Open Banking Expo
October 21 – 22 | London, United Kingdom
Money 20/20 USA
October 26 – 29 | Las Vegas, Nevada
CLO Summit
December 7 – 9 | Dana Point, California
Lower Middle-Market B2B Technology Banking
Core services include restructuring, capital allocation, divestiture, M&A, dual-mandate M&A, debt and equity raises, and defensive work for unsolicited or FSBO processes.
Facilitate access and connectivity to an expansive network of sector specific, thesis driven financial sponsors that span the capital stack, including venture, private equity, and family offices.
Representative B2B technology clients provide cutting edge fintech, payments and software automation solutions to unique end-markets in the lower middle market.