Insights

Growing Fintech Focus Wellesley Hills Financial has expanded from a strategic advisory into a full-service fintech, payments, and B2B software firm, presenting opportunities to partner with innovative technology providers and startups seeking specialized financial services.

Recent Leadership Expansion The appointment of O.B. Rawls as Partner and Executive Director signals active growth and strategic positioning, making the company a dynamic partner for firms seeking experienced decision-makers in payments and technology-finance sectors.

Strong Revenue Base With annual revenues ranging from 25 to 50 million dollars, Wellesley Hills Financial demonstrates financial stability and a substantial client base, opening avenues for premium financial and strategic service collaborations.

Industry Engagement The firm’s active involvement in funding rounds, acquisitions, and industry news indicates a well-connected position in the fintech and payments ecosystem, ideal for partnership or targeted outreach to innovative startups and investors.

Technology-Centric Approach Utilizing a robust tech stack and focusing on cutting-edge sectors such as open banking, embedded finance, and blockchain, the company is likely a key client or partner for technology providers aiming to serve modern financial markets.

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Wellesley Hills Financial LLC Tech Stack

Wellesley Hills Financial LLC uses 8 technology products and services including oEmbed, jQuery, Lightbox, and more. Explore Wellesley Hills Financial LLC's tech stack below.

  • oEmbed
    Dev Tools
  • jQuery
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • X-XSS-Protection
    Security
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting
  • MonsterInsights
    Web Platform Extensions
  • Essential Addons for Elementor
    Web Platform Extensions

Wellesley Hills Financial LLC's Email Address Formats

Wellesley Hills Financial LLC uses at least 1 format(s):
Wellesley Hills Financial LLC Email FormatsExamplePercentage
First.Last@wellesleyhillsfinancial.comJohn.Doe@wellesleyhillsfinancial.com
53%
FLast@wellesleyhillsfinancial.comJDoe@wellesleyhillsfinancial.com
26%
F.Last@wellesleyhillsfinancial.comJ.Doe@wellesleyhillsfinancial.com
16%
First@wellesleyhillsfinancial.comJohn@wellesleyhillsfinancial.com
5%

Frequently Asked Questions

Where is Wellesley Hills Financial LLC's headquarters located?

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Wellesley Hills Financial LLC's main headquarters is located at Boston, MA 02459 US. The company has employees across 2 continents, including North AmericaAsia.

What is Wellesley Hills Financial LLC's official website and social media links?

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Wellesley Hills Financial LLC's official website is wellesleyhillsfinancial.com and has social profiles on LinkedIn.

What is Wellesley Hills Financial LLC's NAICS code?

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Wellesley Hills Financial LLC's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Wellesley Hills Financial LLC have currently?

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As of October 2025, Wellesley Hills Financial LLC has approximately 49 employees across 2 continents, including North AmericaAsia. Key team members include Executive Director/Partner: O. R.Executive Vice President: S. A.Managing Director: A. M.. Explore Wellesley Hills Financial LLC's employee directory with LeadIQ.

What industry does Wellesley Hills Financial LLC belong to?

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Wellesley Hills Financial LLC operates in the Investment Banking industry.

What technology does Wellesley Hills Financial LLC use?

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Wellesley Hills Financial LLC's tech stack includes oEmbedjQueryLightboxX-XSS-ProtectionGoogle AnalyticsGoDaddyMonsterInsightsEssential Addons for Elementor.

What is Wellesley Hills Financial LLC's email format?

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Wellesley Hills Financial LLC's email format typically follows the pattern of First.Last@wellesleyhillsfinancial.com. Find more Wellesley Hills Financial LLC email formats with LeadIQ.

When was Wellesley Hills Financial LLC founded?

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Wellesley Hills Financial LLC was founded in 2007.

Wellesley Hills Financial LLC

Investment BankingMassachusetts, United States11-50 Employees

Founded 2007 in Boston, MA, our firm began as a strategic advisory and banking practice focused on the bleeding edge of payments technology. Today we operate a full-service fintech, payments, and B2B, tech-enabled software practice geared toward founders, startups and capital providers that operate and invest in our ecosystem.

Our investment banking services are designed with a singular focus on value creation throughout the three phases of the business lifecycle: inception, maturation, and exit. 

Follow our page to access our curated newsfeed which highlights the most interesting fundings, acquisitions, and industry-focused news stories that affect our industry, along with original content that offers opinions and predictions on the most relevant industry trends, technologies, and market conditions.


#investmentbanking #capitalmarkets #mergers #acquisitions #payments #fintech #software #saas #startups #founders #entrepreneurs #innovators #B2B #enterprisesoftware #carveouts #B2Bsoftware #capitalmarketstech #crypto #blockchain #remittances #crossborderpayments #openbanking #embeddedfinance #banking #proptech #supplychain #logistics #dataanalytics #AI #machinelearning #payouts #ecommerce #fraudprevention #identityverification #proptech #AML #KYC KYB

Section iconCompany Overview

Headquarters
Boston, MA 02459 US
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2007
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Wellesley Hills Financial LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Wellesley Hills Financial LLC's revenue is estimated to be in the range of $25M$50M

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