Wellesley Hills Financial is a fintech-focused investment bank founded in 2007, serving lower-to-middle-market companies in fintech, payments, and B2B software. The firm provides transaction advisory (M&A, capital raising, restructuring), strategic advisory (valuations, go-to-market strategy), and fractional executive services through its WHF Fintech Payments Institute. Based in Newton, Massachusetts, Wellesley Hills Financial specializes in sectors including embedded finance, merchant acquiring, blockchain/stablecoins, insurtech, wealthtech, and payments infrastructure. The firm operates through Wellesley Hills Securities (FINRA/SIPC member) and combines operator-level execution experience with deep capital markets expertise. Its team includes bankers, advisors, and executive advisors with decades of experience in payments economics and fintech operations.

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