We began banking payments technology companies and related assets in recurring revenue-based verticals in 2007. In 2011, we expanded our coverage area to cloud-based subscription software (SaaS) properties in response to market demand for enterprise management systems with integrated payments and/or  complimentary, value-added financial technologies. Today, our practice is dedicated to banking assets in all three areas: fintech, payments technology, and SaaS.

We’ve never been more excited about the technology verticals we cover. We’re living in a transformational time when fintech, payments, and software are irrevocably changing the world, in terms of how it conducts commerce and how it moves – even defines – money. With this in mind, our investment banking services are designed with a focus on value creation throughout the three phases of the business lifecycle: inception, maturation, and exit. 

In our parlance, digitalization is the game, and value creation and capture are the objectives. Whether you’re on the way up, or the way out, seeking capital to grow, or monetizing what you’ve built, Wellesley Hills Financial welcomes the opportunity to work with you.