Wellesley Hills Financial

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.