Wellesley Hills Financial Press, Events & Panels

Press

CEO Chat: Wellesley Hills Financial

FinMed Partner’s CEO Chat with Wellesley Hills Financial Company: WELLESLEY HILLS FINANCIAL Headquarters: NEWTON, MA Year Founded: 2020 1. What problem was wellesley hills founded to solve? Wellesley Hills Financial identified an opportunity in the marketplace for core investment banking services targeted at lower middle-market companies in payments technology, fintech, and tech-enabled

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Wellesley Hills Financial 2024 Wrapped

This year we doubled the size of our company!We added four Executive Advisors with niche areas of fintech expertise, a full banking team on the West Coast, our first member covering the UK and EU, and an ace Marketing Coordinator who ensures we continue to get the word out. A

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Wellesley Hills Financial Advises BlockChyp on Strategic Acquisition by Stax Payments

Wellesley Hills Financial Advises BlockChyp, market leading ISV Payments Platform on Acquisition by Stax Payments NEWTON, Mass.–(BUSINESS WIRE)–Wellesley Hills Financial, an investment banking advisory firm, is pleased to announce its role as the exclusive financial advisor to BlockChyp in its acquisition by Stax Payments, a leading payment technology provider. This strategic transaction marks

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VLogic Systems Receives Strategic Growth Investment from Northrim Horizon

The Investment will Support VLogic’s Strong Growth Trajectory and Continued Product Expansion. CONCORD, Mass., June 12, 2024 /PRNewswire-PRWeb/ — Concord, Massachusetts, USA, June 12, 2024 – VLogic Systems, Inc. (“VLogic”), a leading, cloud-based, integrated workplace management (“IWMS”) and Connected Portfolio Intelligence Platform (“CPIP”) SaaS provider, today announced that Northrim Horizon has made a strategic growth investment

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Wellesley Hills Financial West Coast Team

Wellesley Hills Financial Announces Transformational Expansion 

Firm significantly expands reach with new banking teams on the U.S. West Coast and Europe, and introduction of new Executive Advisory Group. NEWTON, MA – February 29, 2024 Wellesley Hills Financial, a Boston-based bespoke fintech and B2B software focused investment bank, is proud to announce the addition of a dedicated

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Podcasts

Events & Panels

Fintech South
Atlanta, Georgia | August 19-20 2025
Holland & Knight Law
Atlanta, Georgia | August 19 2025
UK Family Office Summit
Atlanta, Georgia | September 4 2025