Teams at Financial Technology Partners

Support FinTech equity coverage by building and maintaining financial models, conducting company and sector research, analyzing market and regulatory trends, authoring research reports and investment recommendations, and engaging with institutional clients and internal stakeholders to present findings and support investor outreach.

Drive origination and deal sourcing across the payments ecosystem through sector research, client targeting, pipeline development, relationship building with payments leadership, and creating client-facing materials. Manage internal market intelligence databases and lead analysts to advance business development and win mandates.

Senior Equity Research VP covering information services, payroll, and remittance FinTech companies. Build and maintain financial models, produce valuations and thematic research, communicate findings to institutional clients, support investor engagement and roadshows, mentor junior analysts, and collaborate with investment banking while preserving research independence.