Win loyalty
one transaction at a time

We deliver transaction intelligence and insights that deepen customer relationships through recurring payments.

 
Who We Are

We believe that every transaction is an opportunity for engagement

WalletFi™ is an innovative data and analytics company focused on delivering personalization at scale to community banks, credit unions, FinTechs, and all the great customers they support.

 
What We Do

Our platform powers your ability to better understand your customers' transactions - so that you may better serve them.

We bring clarity to your decision making process

We unlock the intelligence hidden within recurring transactions and give you the data you need to make informed decisions for your institution and your customers.

We advocate for your customers' financial well-being

We deliver relevant recommendations that empower your customers to make decisions to continually improve their financial well-being.

We help you retain and increase non-interest income

Our insights help you to protect and grow interchange revenue at account onboarding and card reissuance, or during an M&A or conversion event.

We provide a personalized and differentiated experience

Our product gives your customers the tools they need to better manage and take action on their subscriptions and recurring payments, all on a platform they already trust.

 
How We Do It

We distill messy transaction data and translate it into actionable insights.

Aggregate + Enrich
Analyze + Measure
Identify + Act

66%

of financial institutions “sometimes” or “infrequently” leverage customer data to better serve customer needs.

BAI Banking Outlook - 2019

 
What Our Customers Are Saying

Our industry experience and "walking the talk" have enabled us to achieve early success and gain the confidence of some influential industry leaders.

After a few months I am already seeing what I like to see and what I want to see; the behavior changes. The clients are taking advantage of the information that we are providing to them”

Rick Miller
SVP, Director of BankCard Services
First Bank (NC)

WalletFi’s unique analysis of our customers’ spending behavior helped us locate customers without specific big-ticket transactions on their debit card and target them with personalized incentives.”

Leon Manning
FVP, Director Marketing Bank
First Financial Services

WalletFi was able to reduce a major customer pain-point associated with switching banks.”

Julie Bonnema
VP, PM Digital Banking
Peoples Bank

 
Leadership Team

This group is passionate, resolute, and steadfast in their commitment to building technology and solutions that provide real world value to community banks, credit unions and fintechs.

They are united by WalletFi's values of West Coast Vision, East Coast Hustle and Southern Charm

Marc Miller
Co-Founder & CEO

As a product of Upstate New York, Marc values family, friendships, work ethic, and Syracuse hoops. He started his first business at the age of thirteen and learned all about accountability and responsibility.

Coaching youth lacrosse for seven years enabled him to pass these traits on to the next generation – including his two daughters. As a co-founder of the company, Marc has spent his last four years pushing and nurturing this product. If you ever caught a glimpse of his personal journal – you would not only see his vision, but his obsessive dedication to making an industry better.

Christopher Brown
Head of Product

Chris has been a Tar Heel since day one, growing up in Chapel Hill. He's been feeding the early-stage startup bug for over five years, embracing the different challenges each day brings.

Chris is responsible for product and is constantly engaged with customers - working to make it better. Scheduling launches, planning features, and finding new ways to build technology that makes a positive impact on peoples' lives make each day unique and rewarding. When not brainstorming new FinTech ideas – Chris enjoys turning wrenches on his motorcycle or attending HPDEs in his BMW E30 track car.

Dan Obernesser
CTO

Dan grew up in small-town, rural Western Massachusetts. He earned his cuts busing tables and working at a local butcher shop.

For the last twenty years he has been building data warehouses, implementing enterprise integrations, or changing the game with data & analytics. If you cannot find him – he’s most likely skiing a tight line on a remote black, barreling down a high-mountain single track, or enjoying a nice heady IPA with his family and friends while catching a live concert. He believes deeply in this product and is excited about the future.