We began our investment banking careers in 2007 within payments technologies, and related, recurring revenue-based financial verticals. In 2011, we expanded our practice to include cloud-based subscription software in response to market demand for enterprise management systems with integrated payments and complimentary, value-added financial technologies. Today, we operate a dedicated fintech, payments, and SaaS practice.

We’ve never been more optimistic about the technology verticals we cover. We’re living in a transformational time when fintech and software are irrevocably changing the world in terms of how we conduct commerce and how we move money. With this in mind, 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. 

Digitalization is the game. Value creation is the objective. You are the players. 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.