Financial Technology

Areas of Expertise

  • Banking Technology
  • Security and ePayments
  • Capital Markets
  • Wealth Management
  • Regulatory & Compliance
  • Mortgage
  • Fraud Detection

Financial markets in the United States are the largest and most liquid in the world. Finance and insurance represented 7.9 percent (or $1.24 trillion) of U.S. GDP. Consilium Partners broadly defines the financial technology sector as the convergence of software technology and financial services. Financial technology companies support market data distribution, efficient trade execution and regulatory compliance. Consilium’s senior bankers are experienced investment bankers offering M&A and growth capital investment strategies for financial technology business owners managing growth in the heavily regulated financial services sector. Our recent experience includes transactions involving banking regulatory compliance, fraud detection and analytics, mortgage-related business process outsourcing, browser-based wealth management tools, SaaS solutions for the retail brokerage industry and land parcel management technology enabling efficient assessment, billing, collections, mapping and permitting.

Financial Technology Team