Financial Technology & Information Services

Needham’s Financial Technology and Information Services coverage focuses on the software, data, and infrastructure powering modern financial services for both enterprises and consumers. Within the enterprise segment, coverage includes digital banking platforms; payments and billing infrastructure; capital markets infrastructure; point-of-sale technology; and regulatory and risk solutions, including tax compliance, fraud detection, and identity verification tools. On the consumer finance side, coverage includes lending, investing, trading, and consumer finance marketplace platforms. Within Information Services, coverage includes credit scoring and analytics companies, as well data and market intelligence providers.

Recent Transactions

Apr 2026
$69M
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Follow-On Offering
Co-Manager

Contacts

Peter Donat
Senior Advisor
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Alec Jones
Managing Director
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Bobby Steinkrauss
Managing Director
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