The Fintech & Payments Institute
Know where you stand. Know where to go. The most connected people in fintech and payments, in your corner.
The Fintech & Payments Institute is the operator-led advisory and fractional executive practice inside Wellesley Hills Financial. We serve fintech, payments, and B2B software companies at every stage, telling founders and executives honestly where they stand, and exactly what to do next. Whether that means fixing the business, accelerating growth, or going to market, we bring the experience to get you there. And when you’re ready for a transaction, you don’t get referred out. You stay inside WHF.
Start with a Compass Session
Every engagement begins the same way: a free, 90-minute diagnostic with Mark Bishopp. No pitch. No agenda. Just the right questions — and an honest answer about where you stand and what to do about it. You leave with something useful whether you hire the Institute or not.
Who We Serve
PE Portfolio Companies
We are the operating partner you don’t have to hire full time.
Fintech & Payments Companies
Found product-market fit. Facing the questions that kill companies if answered wrong: raise, sell, build, price, infrastructure. We’ve been there.
Software with Embedded Payments
Eight-figure decisions made with the wrong mental models. We give you operators who built the thing, not consultants who studied it.
Mark Bishopp
Mark Bishopp is one of the most experienced operators in fintech and payments. With a career spanning PwC, Bank of America, and Amaryllis — and a network across card brands, processors, BaaS providers, ISOs, PE firms, and regulators — Mark has seen nearly every movie in this industry. The Institute is where that experience becomes available to the companies that need it most.
OB Rawls
O.B. is an accomplished senior level executive with monumental success in fintech, payments and banking. He is currently serving as an advisor, investor and board member to several private equity firms, fintech ventures and hedge funds. Additionally, he is a partner in Wellesley Hills Financial, a fintech and software focused investment bank.