Fintech & Payments Investment Banking Services | Stephens

Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Technology, Media & Telecom

Financial Technology & Payments

We provide innovative FinTech investment banking services for companies shaping the borrowing and spending landscape. Our team covers the spectrum of financial technologies, from digital identity data management to instant payments processing.

Our FinTech investment bankers understand the needs of private and public firms across the financial technology and payments value chain, as well as their constantly evolving operations and business structures. We work closely with financial institutions, software developers, hardware manufacturers, retailers and other companies to achieve their M&A and capital markets goals.

Featured Financial Technology & Payments Transactions

  • M&A Advisory

    A Portfolio Company Of

    Has Combined With

    A Portfolio Company Of

    M&A Advisory

    NXTsoft

    Financial Advisor

    Technology, Media & Telecom

    Financial Sponsors

    Not Disclosed

    01/26/2023

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  • Equity Capital Markets

    Convertible Senior Notes Offering

    $850 Million

    Equity Capital Markets

    Avalara, Inc.

    Co-Manager

    Financial Technology & Payments

    Public Companies

    $850 Million

    08/11/2021

    Learn More
  • Equity Capital Markets

    Follow-on Offering

    $76 Million

    Equity Capital Markets

    i3 Verticals

    Co-Manager

    Financial Technology & Payments

    Public Companies

    $76 Million

    09/10/2020

    Learn More
  • Equity Capital Markets

    Initial Public Offering

    $1.7 Billion

    Equity Capital Markets

    Dun & Bradstreet Holdings, Inc.

    Co-Manager

    Financial Technology & Payments

    Public Companies

    $1.7 Billion

    06/30/2020

    Learn More

Senior Financial Technology & Payments Bankers