Win loyalty
one subscription at a time

The Subscription Management Platform for community banks, credit unions, and fintechs

 
Who We Are

We believe that every transaction is an opportunity for engagement

Our mission is to enhance your ability to better understand your customers' transactions and build experiences around them that exceed their expectations by delivering meaningful, personalized interactions.

 
What We Do

WalletFi™ enriches raw transactions with recurring subscription and bill payment data, adding a new layer of enrichment that enables the opportunity to engage with every transaction

Make bill discovery simple

We identify forgotten subscription free trials, ballooning bill payments, and the ever-growing list of credential-on-file merchants (Amazon, Instacart, Uber, etc) to put control back in your customers’ hands.

Provide a personalized and differentiated experience

We make it easy for your customers to classify, categorize, and centrally manage recurring subscriptions and bill payments, and take action.

Bring clarity to your decision making process

We uncover trends within recurring transactions and provide you with the data and analytics you need to make informed decisions for your products and your customers.

Advocate for your customers' financial well-being

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

 
How We Do It

We distill messy transaction data and translate it into actionable insights through our transaction enrichment API, white-label subscription management application, and transaction analytics dashboard

Identify + Enrich
Analyze + Measure
Target + Act

167M

U.S. individuals use at least one subscription service.

PYMNTS - July 2020

 
What Our Customers Are Saying

Our success is predicated on ensuring our customers' desired outcomes

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
BankFirst 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

Our team is passionate about building technology and solutions that provide real-world value to community banks, credit unions, and fintechs

We 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 engaged in startups for over five years, embracing the different challenges each day brings.

Chris is responsible for product and is constantly looking for new ways to build technology that makes a positive impact on peoples' lives. 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 20 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.