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Financial Technology Partners

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uuid0004clz

Namestring
Financial Technology Partners
Legal namestring
Financial Technology Partners LP
Company typeenum
Private
Founded yearint
2001
Descriptiontext

Financial Technology Partners (FT Partners) is a privately held investment banking boutique headquartered in San Francisco that operates exclusively in the financial technology sector. Founded in 2003 by Steve McLaughlin, formerly a senior investment banker in Goldman Sachs' Financial Technology Group and Financial Institutions Group, the firm delivers strategic and financial advisory services - including M&A advisory, private capital financing, and IPO advisory - to FinTech companies spanning payments, banking, lending, insurance, wealth management, and blockchain. FT Partners' senior bankers are all alumni of Goldman Sachs' FinTech, M&A, and investment banking groups across New York, San Francisco, London, and Los Angeles, and the firm positions itself as the only investment bank entirely dedicated to FinTech.

The firm monetizes through advisory fees on completed transactions, supported by regulated broker-dealer entities (FTP Securities LLC, FINRA/SIPC member, for US securities activity, and FinTech Partners Ltd, an FCA Appointed Representative in the UK). Its distribution is direct and relationship-led: senior bankers engage CEOs, founders, and boards of FinTech companies on strategic alternatives, with marketing amplified through proprietary research publications (monthly CEO market updates, the FinTech Almanac, executive interviews, and VIP video conferences) and co-authored thought leadership such as the Global FinTech Report with Boston Consulting Group.

FT Partners operates from four offices - San Francisco (headquarters), New York, Miami (opened 2022), and London - and has advised on hundreds of transactions across its history, including recent marquee deals such as the $4.2B sale of Equiniti to Bullish, $4.3B sale of Deribit to Coinbase, $1.25B sale of Hidden Road to Ripple, $4.5B sale of Heartland to Global Payments, and IPO co-management roles for Accelerant ($724M) and PicPay (NASDAQ: PICS). The firm has received numerous industry awards, including "Dealmaker of the Year" and "Investment Banking Firm of the Year" from The M&A Advisor, with founder Steve McLaughlin consistently ranked #1 Most Influential in FinTech by Institutional Investor's FinTech Finance 40.

Short descriptiontext

Financial Technology Partners (FT Partners) is a San Francisco-based, privately held investment banking boutique exclusively serving the financial technology sector. Founded in 2003 by former Goldman Sachs banker Steve McLaughlin, the firm provides M&A advisory, private capital financing, and IPO advisory to FinTech companies across payments, banking, lending, insurance, wealth management, and digital assets from offices in San Francisco, New York, Miami, and London.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
251–500
akta.pro rankint
HeadquartersSan Francisco, United States
HQ citystring
San Francisco
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices4 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
investment banking advisory, mergers and acquisitions, capital markets advisory, FinTech strategic advisory, private capital financing
Industry1 code
1Fintech & Payments Partner / ISO Referral Networks
CodeFSAEAMAKPrimaryYes
NAICS code2 codes
  • Securities and Commodity Contracts Intermediation and Brokerage5231
  • Other Financial Investment Activities5239
SIC code2 codes
  • Security Brokers, Dealers & Flotation Companies6211
  • Services-Management Consulting Services8742
Product category
Investment Banking — FinTech Sector
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Banking Advisory
TypeProfessional Services
Description

Provides strategic and financial advisory services to FinTech companies for M&A transactions, private capital financings, IPOs, and other capital markets activities. Revenue is generated through advisory fees on completed transactions.

ftpartners.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Others
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

FT Partners is a specialist investment banking firm that delivers strategic and financial advisory services exclusively to companies in the financial technology sector. Its core work covers sell-side and buy-side M&A advisory, private capital financing advisory (venture, growth equity, and debt), and IPO advisory and co-management. The firm supports these engagements with proprietary FinTech research, monthly sector market updates, and the annual Global FinTech Report co-authored with BCG.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Financial Technology Partners (FT Partners) is the only investment banking firm focused exclusively on the financial technology sector. The firm provides a comprehensive suite of strategic and financial advisory services for FinTech companies, including M&A advisory, private capital financing advisory, and IPO advisory/co-management. Rather than offering a unified software platform, FT Partners delivers expert investment banking services tailored to the FinTech industry. The firm's offerings include deal advisory across hundreds of completed transactions, proprietary FinTech market research and strategic insights reports, monthly CEO market update reports covering sector-specific public company comparables and deal activity, executive interviews and VIP video conferences, and co-authored annual industry reports such as the Global FinTech Report with BCG. The advisory services are organized around transaction types (M&A, financing, IPO) rather than modular software products.

Product and service7 records
1M&A Advisory
CategoryInvestment Banking Advisory
Description

Mergers and acquisitions advisory services for FinTech companies, including sell-side sale processes, buy-side acquisitions, divestitures, and strategic alternatives, representing both private and public companies across payments, banking, lending, insurance, wealth management, and blockchain.

2Capital Financing Advisory
CategoryInvestment Banking Advisory
Description

Advisory services for FinTech companies raising private capital, including venture financings, growth equity rounds, strategic investments, and debt financings across all stages from Series A through pre-IPO rounds.

3IPO Advisory and Co-Management
CategoryCapital Markets Advisory
Description

Initial public offering advisory and co-management services for FinTech companies seeking public market access, including recent IPO co-management roles for PicPay (NASDAQ: PICS) and Accelerant ($724 million IPO).

4Global FinTech Report
CategoryFinTech Research Publication
Description

Annual comprehensive report co-authored with BCG analyzing the global FinTech landscape, trends, market data, and sector outlook, drawing on FT Partners' proprietary FinTech transaction database and BCG's FinTech Control Tower platform and primary research.

5FinTech Strategic Insights Reports
CategoryFinTech Research Publication
Description

In-depth strategic insights reports covering FinTech market trends, sector analysis, and industry research published regularly by FT Partners for FinTech CEOs and executives.

6Monthly CEO Market Update & Analysis Reports
CategoryFinTech Research Publication
Description

Monthly sector-specific reports including public company comparables, recent financing and M&A transactions, industry conference information, and CEO market updates distributed to FinTech executive subscribers.

7VIP Executive Conferences and CEO Interviews
CategoryExecutive Programming
Description

Exclusive VIP video conferences and executive interviews featuring FinTech CEOs and executives discussing industry trends and insights on topics including Tokenization of Real World Assets, Blockchain Economy, Women in FinTech, and Stablecoins.

Scale indicator4 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
Strategic tierCoreTypeStrategic or Co-development Partner
Description

FT Partners co-authors the annual Global FinTech Report with BCG, drawing on FT Partners' deep industry knowledge and proprietary FinTech database, and BCG's FinTech Control Tower platform and extensive primary research.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

FT Partners co-authored The Coming FinTech Liquidity Supercycle report with Blue Dot Investors, curating a definitive list of top 100 largest private FinTech companies by valuation.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Market position
Competitive moat5 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance3 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment8 records

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Financial Technology Partners

Investment Banking — FinTech Sectorftpartners.com

Financial Technology Partners (FT Partners) is a San Francisco-based, privately held investment banking boutique exclusively serving the financial technology sector. Founded in 2003 by former Goldman Sachs banker Steve McLaughlin, the firm provides M&A advisory, private capital financing, and IPO advisory to FinTech companies across payments, banking, lending, insurance, wealth management, and digital assets from offices in San Francisco, New York, Miami, and London.

What Financial Technology Partners does

Financial Technology Partners (FT Partners) is a privately held investment banking boutique headquartered in San Francisco that operates exclusively in the financial technology sector. Founded in 2003 by Steve McLaughlin, formerly a senior investment banker in Goldman Sachs' Financial Technology Group and Financial Institutions Group, the firm delivers strategic and financial advisory services - including M&A advisory, private capital financing, and IPO advisory - to FinTech companies spanning payments, banking, lending, insurance, wealth management, and blockchain. FT Partners' senior bankers are all alumni of Goldman Sachs' FinTech, M&A, and investment banking groups across New York, San Francisco, London, and Los Angeles, and the firm positions itself as the only investment bank entirely dedicated to FinTech.

The firm monetizes through advisory fees on completed transactions, supported by regulated broker-dealer entities (FTP Securities LLC, FINRA/SIPC member, for US securities activity, and FinTech Partners Ltd, an FCA Appointed Representative in the UK). Its distribution is direct and relationship-led: senior bankers engage CEOs, founders, and boards of FinTech companies on strategic alternatives, with marketing amplified through proprietary research publications (monthly CEO market updates, the FinTech Almanac, executive interviews, and VIP video conferences) and co-authored thought leadership such as the Global FinTech Report with Boston Consulting Group.

FT Partners operates from four offices - San Francisco (headquarters), New York, Miami (opened 2022), and London - and has advised on hundreds of transactions across its history, including recent marquee deals such as the $4.2B sale of Equiniti to Bullish, $4.3B sale of Deribit to Coinbase, $1.25B sale of Hidden Road to Ripple, $4.5B sale of Heartland to Global Payments, and IPO co-management roles for Accelerant ($724M) and PicPay (NASDAQ: PICS). The firm has received numerous industry awards, including "Dealmaker of the Year" and "Investment Banking Firm of the Year" from The M&A Advisor, with founder Steve McLaughlin consistently ranked #1 Most Influential in FinTech by Institutional Investor's FinTech Finance 40.

Financial Technology Partners firmographics

Firmographics
Name
Financial Technology Partners
Legal name
Financial Technology Partners LP
Website
http://www.ftpartners.com
Company type
Private
Founded year
2001
Operating status
Operating
Headcount range
251–500 employees
Short description
Financial Technology Partners (FT Partners) is a San Francisco-based, privately held investment banking boutique exclusively serving the financial technology sector. Founded in 2003 by former Goldman Sachs banker Steve McLaughlin, the firm provides M&A advisory, private capital financing, and IPO advisory to FinTech companies across payments, banking, lending, insurance, wealth management, and digital assets from offices in San Francisco, New York, Miami, and London.
Ownership category
akta.pro rank

Financial Technology Partners industry classification

Industry
Product category
Investment Banking — FinTech Sector
NAICS
Securities and Commodity Contracts Intermediation and Brokerage (5231), Other Financial Investment Activities (5239)
SIC
Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)
akta.pro primary industry
Fintech & Payments Partner / ISO Referral Networks (FSAEAMAK)

Keywords

  • Investment banking advisory
  • Mergers and acquisitions
  • Capital markets advisory
  • FinTech strategic advisory
  • Private capital financing

Where Financial Technology Partners is headquartered

Location

Headquarters

HQ city
San Francisco
HQ country
United States
HQ region
North America

Offices4 records

Markets served

Financial Technology Partners business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

  1. Investment Banking Advisory: Provides strategic and financial advisory services to FinTech companies for M&A transactions, private capital financings, IPOs, and other capital markets activities. Revenue is generated through advisory fees on completed transactions.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Financial Technology Partners product offering

Product offering

Core offering

FT Partners is a specialist investment banking firm that delivers strategic and financial advisory services exclusively to companies in the financial technology sector. Its core work covers sell-side and buy-side M&A advisory, private capital financing advisory (venture, growth equity, and debt), and IPO advisory and co-management. The firm supports these engagements with proprietary FinTech research, monthly sector market updates, and the annual Global FinTech Report co-authored with BCG.

Product overview

Financial Technology Partners (FT Partners) is the only investment banking firm focused exclusively on the financial technology sector. The firm provides a comprehensive suite of strategic and financial advisory services for FinTech companies, including M&A advisory, private capital financing advisory, and IPO advisory/co-management. Rather than offering a unified software platform, FT Partners delivers expert investment banking services tailored to the FinTech industry. The firm's offerings include deal advisory across hundreds of completed transactions, proprietary FinTech market research and strategic insights reports, monthly CEO market update reports covering sector-specific public company comparables and deal activity, executive interviews and VIP video conferences, and co-authored annual industry reports such as the Global FinTech Report with BCG. The advisory services are organized around transaction types (M&A, financing, IPO) rather than modular software products.

Differentiator

Problem solved

Functional benefit

Products and services

  • M&A Advisory Mergers and acquisitions advisory services for FinTech companies, including sell-side sale processes, buy-side acquisitions, divestitures, and strategic alternatives, representing both private and public companies across payments, banking, lending, insurance, wealth management, and blockchain.
  • Capital Financing Advisory Advisory services for FinTech companies raising private capital, including venture financings, growth equity rounds, strategic investments, and debt financings across all stages from Series A through pre-IPO rounds.
  • IPO Advisory and Co-Management Initial public offering advisory and co-management services for FinTech companies seeking public market access, including recent IPO co-management roles for PicPay (NASDAQ: PICS) and Accelerant ($724 million IPO).
  • Global FinTech Report Annual comprehensive report co-authored with BCG analyzing the global FinTech landscape, trends, market data, and sector outlook, drawing on FT Partners' proprietary FinTech transaction database and BCG's FinTech Control Tower platform and primary research.
  • FinTech Strategic Insights Reports In-depth strategic insights reports covering FinTech market trends, sector analysis, and industry research published regularly by FT Partners for FinTech CEOs and executives.
  • Monthly CEO Market Update & Analysis Reports Monthly sector-specific reports including public company comparables, recent financing and M&A transactions, industry conference information, and CEO market updates distributed to FinTech executive subscribers.
  • VIP Executive Conferences and CEO Interviews Exclusive VIP video conferences and executive interviews featuring FinTech CEOs and executives discussing industry trends and insights on topics including Tokenization of Real World Assets, Blockchain Economy, Women in FinTech, and Stablecoins.

Companies that use Financial Technology Partners

Customer profile

Segments1 record

Ideal customer profiles1 record

Financial Technology Partners technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Financial Technology Partners partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

  • Boston Consulting Group (BCG)coreStrategic or Co-development PartnerFT Partners co-authors the annual Global FinTech Report with BCG, drawing on FT Partners' deep industry knowledge and proprietary FinTech database, and BCG's FinTech Control Tower platform and extensive primary research.
  • Blue Dot InvestorscoreStrategic or Co-development PartnerFT Partners co-authored The Coming FinTech Liquidity Supercycle report with Blue Dot Investors, curating a definitive list of top 100 largest private FinTech companies by valuation.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Financial Technology Partners competitors and assessment

Company assessment

Market position

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Financial Technology Partners social profiles

Digital presence

Financial Technology Partners compliance and trust

Trust signal

Compliance3 records

Financial Technology Partners financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Financial Technology Partners leadership team

Management profile

Number of profiles

Profiles2 records

Financial Technology Partners subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Financial Technology Partners funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Financial Technology Partners M&A and investment

M&A and investment

M&A

Investments8 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Financial Technology Partners

What does Financial Technology Partners do?

FT Partners is a specialist investment banking firm that delivers strategic and financial advisory services exclusively to companies in the financial technology sector. Its core work covers sell-side and buy-side M&A advisory, private capital financing advisory (venture, growth equity, and debt), and IPO advisory and co-management. The firm supports these engagements with proprietary FinTech research, monthly sector market updates, and the annual Global FinTech Report co-authored with BCG.

Is Financial Technology Partners a public or private company?

Financial Technology Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Financial Technology Partners founded?

Financial Technology Partners was founded in 2001. It employs 251 to 500 people.

Where is Financial Technology Partners based?

Financial Technology Partners is headquartered in San Francisco, United States, in the North America region.

How does Financial Technology Partners make money?

One revenue line is on record: investment Banking Advisory.

Does Financial Technology Partners have an API?

No public API is recorded for Financial Technology Partners.

What industry is Financial Technology Partners in?

Financial Technology Partners's product category is Investment Banking — FinTech Sector. Its primary akta.pro industry code is FSAEAMAK, Fintech & Payments Partner / ISO Referral Networks. Its NAICS code is 5231 and its SIC code is 6211.

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