Wellesley Hills Financial LLC
Investment Banking in United States
Overview
Wellesley Hills Financial LLC is a Boston, New York, Los Angeles, Europe, and London-based investment bank specializing in B2B SaaS, fintech, and payments within the lower-middle market.
Since 2007, WHF has supported founders, shareholders, and stakeholders across the business lifecycle, from securing growth capital to facilitating strategic M&A, with tailored advisory services spanning M&A strategy to corporate transformation. Our core services include mergers & acquisitions (buy-side, sell-side, divestitures, and defensive M&A), capital raising (equity and debt financing), and advisory services (valuations, fairness opinions, capital structure advisory, and 409A valuations).
With 100+ years of combined transaction expertise and a strong network of sector-focused investors, acquirers, and strategic relationships, WHF drives outcomes for companies across fintech (capital markets tech, insurtech, lendtech, wealthtech), payments (blockchain & crypto, embedded finance, open banking, merchant acquiring), and B2B SaaS (AML, e-commerce, proptech, identity verification, HR tech).
Learn more at wellesleyhillsfinancial.com.
Tagline
Fintech Investment Bank: Where fintech, payments, and software meet capital
EMPLOYEES
11-50 employees
FOUNDED
2007
HQ
Boston, MA
TYPE
Privately Held
Location
- Street
- —
- City
- Boston
- Region
- MA
- Postal code
- 02459
- Country
- United States
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FAQ
What is the company name?
wellesleyhillsfinancial.com is the website of Wellesley Hills Financial LLC.
What is the industry of the company?
Wellesley Hills Financial LLC (wellesleyhillsfinancial.com) is in the Investment Banking industry.
What products and services does the company offer?
Wellesley Hills Financial LLC (wellesleyhillsfinancial.com) lists these specialties: fintech, payments, specialty lending, point of sale, open banking, blockchain, merchant acquiring, proptech, AML/ KYC/ KYB, 409A, fairness opinion, enterprise software, e-commerce, capital markets tech, wealthtech, cross-border payments, B2B SaaS, remittances, originators, and embedded finance.
When was the company founded?
Wellesley Hills Financial LLC (wellesleyhillsfinancial.com) was founded in 2007.
How many employees does the company have?
Wellesley Hills Financial LLC (wellesleyhillsfinancial.com) has 11-50 employees.
What is the company type?
The company type of Wellesley Hills Financial LLC (wellesleyhillsfinancial.com) is Privately Held.
Where is the company headquartered?
Wellesley Hills Financial LLC (wellesleyhillsfinancial.com) is headquartered in Boston, MA.
What is the address of the company?
The address of Wellesley Hills Financial LLC (wellesleyhillsfinancial.com) is Boston, MA, 02459, United States.
What are the social media accounts of the company?
The social media account of Wellesley Hills Financial LLC (wellesleyhillsfinancial.com) is LinkedIn.
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