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
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
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”
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.”
FVP, Director Marketing
BankFirst Financial Services
WalletFi was able to reduce a major customer pain-point associated with switching banks.”
VP, PM Digital Banking
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
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.
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.
Dan grew up in small-town, rural Western Massachusetts. He earned his cuts busing tables and working at a local butcher shop.