❄️ Happy Holidays from everyone at Wellesley Hills ✨ Adam T. Hark, OB Rawls, Eddie Galvan, Anthony Malatesta, Shivang Amin, Tom C. Schapira, David Gutterman, Michael Peters, Wayne Johnson, Onur Haytac, Michelle Beyo, Rhonda S. Boulé, Poe Shi, Ivan Martinez, Camila Cimirro, Tuong Pham, Grace Highum #Fintech #Payments #B2B #SaaS #HappyHolidays #InvestmentBank #WellesleyHillsFinancial
Wellesley Hills Financial LLC
Investment Banking
Boston, MA 3,651 followers
Fintech Investment Bank: Payments, Enterprise Software, Blockchain, B2B SaaS, Open Banking, AML, KYC, KYB, Biometrics
About us
Founded 2007 in Boston, MA, our firm began as a strategic advisory and banking practice focused on the bleeding edge of payments technology. Today we operate a full-service fintech, payments, and B2B, tech-enabled software practice geared toward founders, startups and capital providers that operate and invest in our ecosystem. Our investment banking services are designed with a singular focus on value creation throughout the three phases of the business lifecycle: inception, maturation, and exit. Follow our page to access our curated newsfeed which highlights the most interesting fundings, acquisitions, and industry-focused news stories that affect our industry, along with original content that offers opinions and predictions on the most relevant industry trends, technologies, and market conditions. #investmentbanking #capitalmarkets #mergers #acquisitions #payments #fintech #software #saas #startups #founders #entrepreneurs #innovators #B2B #enterprisesoftware #carveouts #B2Bsoftware #capitalmarketstech #crypto #blockchain #remittances #crossborderpayments #openbanking #embeddedfinance #banking #proptech #supplychain #logistics #dataanalytics #AI #machinelearning #payouts #ecommerce #fraudprevention #identityverification #proptech #AML #KYC KYB
- Website
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http://www.wellesleyhillsfinancial.com
External link for Wellesley Hills Financial LLC
- Industry
- Investment Banking
- Company size
- 11-50 employees
- Headquarters
- Boston, MA
- Type
- Privately Held
- Founded
- 2007
- Specialties
- fintech, payments, specialty lending, point of sale, open banking, blockchain, merchant acquiring, proptech, AML/ KYC/ KYB, 409A, fairness opinion, enterprise software, e-commerce, capital markets tech, wealthtech, cross-border payments, B2B SaaS, remittances, originators, and embedded finance
Locations
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Primary
Boston, MA 02459, US
Employees at Wellesley Hills Financial LLC
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Tom C. Schapira
Investment Banking & Capital Raising for Scale-Ups | Expert in Payments, Wealth Management, Capital Markets & Insurance | Value Creation &…
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Adam T. Hark
Fintech, Payments, Bank, B2B Software Investment Banking Executive
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David Gutterman
Investment Banker providing M&A and capital raising for fintech, payments, and software companies | USC Marshall | Ex-JPM | Ex-DB
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Eddie Galvan
Fintech Investment Banker | Ex-JPM | Ex-RBC | US Navy Veteran | M&A Strategist
Updates
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Deal Roundup | December 14 - 20 OB Rawls, Adam T. Hark, Eddie Galvan, Tom C. Schapira, Anthony Malatesta, Shivang Amin For more insights 🔗 https://lnkd.in/dBNgBK3C Keepit, Waza (YC W23), FIS, Orbus Software, Finexio, Prometheum, Hostaway, Juicyway, Gigs, Epos Now, BVNK, Mynt, Parafin, Chargezoom, Tyme, LeapFinancial, Bureau, AppDirect #Transaction #Funding #Acquisition #Fintech #Payments #B2B #SaaS #Software #Technology #SpecialtyFinance #Blockchain #CapitalMarketsTech #PropTech #Biling #EmbeddedFinance #SpendManagement #SpecialtyLending #Fraud #Ecommerce
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#EcommerceNews The Consumer Financial Protection Bureau Sues Early Warning®, Bank of America, JPMorganChase, And Wells Fargo Over Zelle® Fraud #Fraud #CFPB 🔗 https://lnkd.in/eQaYrc9U
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#BiometricsNews German watchdog orders Sam Altman’s #biometric ID project World to delete data #OpenAI #AI #BiometricIdentification 🔗 https://lnkd.in/eGGGAc8c
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#FintechNews Consumer Financial Protection Bureau Sounds Alarm on Legal Sports Betting Credit Card Fees #SportsBetting #CreditCardFees 🔗 https://lnkd.in/e85jAxSv
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#FintechNews Fintech Startup Chime Submits Confidential Filing for #IPO #Fintech #Startup 🔗 https://lnkd.in/esKAdtBr
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#FintechNews FinCEN’s Ownership Reporting Rule Delayed Amid Court Ruling Financial Crimes Enforcement Network, US Treasury Digital Transactions #FinCen #CorporateTransparencyAct #BeneficialOwnershipReporting 🔗 https://lnkd.in/e5zh8_7m
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#FintechNews Visa Direct to Accelerate Fund Transfers to Under a Minute by 2025 Visa The Fintech Times #Fintech #Payments 🔗 https://lnkd.in/d4U6t6ry
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Deal Roundup | December 7 - 13 OB Rawls, Adam T. Hark, Eddie Galvan, Tom C. Schapira, Anthony Malatesta, Shivang Amin For more insights 🔗 https://lnkd.in/dBNgBK3C Zopa Bank, Gig Wage, LeaseCrunch, Sokin, TurboTenant, LexisNexis, CAT Labs, Jove Insurance, Caruso, Cohesity, Truewind, Gen, Upvest, Stigg, SecureAuth, Railsr, Upbound Group, Deliverect #Transaction #Funding #Acquisition #Fintech #Payments #B2B #SaaS #Software #Technology #EWA #Merger #PropTech #CapitalMarketsTech #Biometrics #Compliance #InsurTech #WealthTech #Accounting #SpecialtyFinance #EmbeddedFinance #POS
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#TechNews Software firm ServiceTitan valued at nearly $9 bln as shares soar in debut #Software 🔗 https://lnkd.in/dYKPvHrd