Press

Wellesley Hill Financial, LLC Served as Exclusive Sell-side Advisor to Dealer Merchant Services (DMS) in its Sale to Priority Technology Holdings
Priority has acquired the assets as joint venture with Dealer Merchant Services (DMS), a Dallas-based company specializing in credit card payment processing for auto dealerships. DMS is one of the fastest growing companies in the country landing at #120 on the Inc 5000 list and #9 in financial services. Their team of 40 has over 450 years in automotive expertise, supporting over 1000 dealerships nationwide, and has exclusive endorsements from 17 state dealer associations, giving it unique access to thousands of auto retailers. With this acquisition, Priority is entering a new vertical market shaped by a clear industry trend: Americans are holding on to their cars
Capital Markets Tech / WealthTech

Carta Announces Acquisition of Accelex to Provide AI-enabled Data Automation for Capital Allocators
Carta, the software platform for private capital, has acquired Accelex, an AI-driven data automation platform specializing in alternative investments, to enhance data transparency and
Chart Of The Week

Visa’s Acquirer Monitoring Program (VAMP)
VAMP (Visa Acquirer Monitoring Program) is Visa‘s unified initiative designed to combat online fraud and manage disputes. Consolidating the previous Visa Fraud Monitoring Program
Blockchain

Stablecoin Startup Coinflow Raises $25 Million to Challenge Stripe
Coinflow, a stablecoin payment startup, raised $25 million in Series A funding led by Pantera Capital, Coinbase Ventures, Reciprocal Ventures, and Jump Crypto to
E-commerce

How PayPal’s Ads Manager Helps Cement Its Links to Merchants
PayPal has launched Ads Manager, a new platform that enables merchants—especially small and mid-sized businesses—to run and monetize their own retail media networks using
Embedded Finance

Parafin and Fullsteam Capital Surpass $125MM in Capital Financing, Powering Small Business Growth
Parafin, a leader in embedded financial services, and Fullsteam Capital have surpassed $125 million in embedded financing, enabling thousands of small businesses to access
Fintech

UK Insurtech Marshmallow Raises $90M
U.K. fintech and insurtech startup Marshmallow has raised $90 million in debt and equity in a round led by Portage Capital, with participation from BlackRock
IDV / AML / KYB / Biometrics

SmartSearch Acquires Credas to Boost UK AML Compliance
SmartSearch, established as one of the UK’s foremost digital compliance providers, has agreed to acquire Credas Technologies, a leading identity verification provider for the legal
Investment - M&A

Rex Software, Cirrus8 and RealTrust Merge to Create Industry Leader
Rex Software has joined forces with Cirrus8 and RealTrust Property Accounting Solutions to create a leading real estate software and solutions provider for residential and
Open Banking

Thunes Empowers Banks to Deliver Faster Cross-border Payments to Bank Accounts via Existing Swift Connectivity
Thunes, the Smart Superhighway to move money around the world, has launched its Pay-to-Banks solution, allowing over 11,000 banks in the Swift network to access
Payments

xMoney Raises $21.5M to Build the Future of Global Payments
xMoney, a financial ecosystem for businesses offering crypto payments, card issuing, and financial tools, has raised $21.5 million in strategic funding led by the
PropTech

Real Estate Fintech Baselane Raises $20m Series B
Baselane, a fintech platform designed to help real estate investors and landlords manage rental property finances, raised $20 million in Series B funding led
Saas

Fifteenth Announces $8.25 Million in Seed Funding to Help Tech Professionals Navigate Complex Taxes with Ease and Automation
Fifteenth, a tax solution designed for tech professionals with complex financial situations, has secured $8.25 million in seed funding led by A* and General Catalyst.
Specialty Finance / LendTech

Pagaya Closes Another Auto ABS Transaction At $400M
Pagaya Technologies has completed a $400 million auto asset-backed securities (ABS) transaction—its fifth of 2025—backed by loans originated through its network of U.S. auto
Press

Fintech Investment Bank Wellesley Hills Financial Expands Capabilities with New Executive Advisors
Announces addition of two recognized fintech and payments leaders to the team NEWTON, Mass.–(BUSINESS WIRE)–Wellesley Hills Financial, a global investment bank and strategic advisory
Week's Most Interesting
Capital Markets Tech

Carta Announces Acquisition of Accelex to Provide AI-enabled Data Automation for Capital Allocators
Carta, the software platform for private capital, has acquired Accelex, an AI-driven data automation platform specializing in alternative investments, to enhance data transparency and
Chart Of The Week

Visa’s Acquirer Monitoring Program (VAMP)
VAMP (Visa Acquirer Monitoring Program) is Visa‘s unified initiative designed to combat online fraud and manage disputes. Consolidating the previous Visa Fraud Monitoring Program (VFMP)
Crypto

Stablecoin Startup Coinflow Raises $25 Million to Challenge Stripe
Coinflow, a stablecoin payment startup, raised $25 million in Series A funding led by Pantera Capital, Coinbase Ventures, Reciprocal Ventures, and Jump Crypto to help
Embedded Finance

Parafin and Fullsteam Capital Surpass $125MM in Capital Financing, Powering Small Business Growth
Parafin, a leader in embedded financial services, and Fullsteam Capital have surpassed $125 million in embedded financing, enabling thousands of small businesses to access fast,
E-commerce

How PayPal’s Ads Manager Helps Cement Its Links to Merchants
PayPal has launched Ads Manager, a new platform that enables merchants—especially small and mid-sized businesses—to run and monetize their own retail media networks using PayPal’s
Fintech

UK Insurtech Marshmallow Raises $90M
U.K. fintech and insurtech startup Marshmallow has raised $90 million in debt and equity in a round led by Portage Capital, with participation from
Fraud/Risk Management

SmartSearch Acquires Credas to Boost UK AML Compliance
SmartSearch, established as one of the UK’s foremost digital compliance providers, has agreed to acquire Credas Technologies, a leading identity verification provider for the legal
Investments - M&A

Rex Software, Cirrus8 and RealTrust Merge to Create Industry Leader
Rex Software has joined forces with Cirrus8 and RealTrust Property Accounting Solutions to create a leading real estate software and solutions provider for residential
Open Banking

Thunes Empowers Banks to Deliver Faster Cross-border Payments to Bank Accounts via Existing Swift Connectivity
Thunes, the Smart Superhighway to move money around the world, has launched its Pay-to-Banks solution, allowing over 11,000 banks in the Swift network to access
Payments

xMoney Raises $21.5M to Build the Future of Global Payments
xMoney, a financial ecosystem for businesses offering crypto payments, card issuing, and financial tools, has raised $21.5 million in strategic funding led by the

Real Estate Fintech Baselane Raises $20m Series B
Baselane, a fintech platform designed to help real estate investors and landlords manage rental property finances, raised $20 million in Series B funding led by
Saas

Fifteenth Announces $8.25 Million in Seed Funding to Help Tech Professionals Navigate Complex Taxes with Ease and Automation
Fifteenth, a tax solution designed for tech professionals with complex financial situations, has secured $8.25 million in seed funding led by A* and General Catalyst.
Specialty Finance / LendTech

Pagaya Closes Another Auto ABS Transaction At $400M
Pagaya Technologies has completed a $400 million auto asset-backed securities (ABS) transaction—its fifth of 2025—backed by loans originated through its network of U.S. auto lenders,