Financial Services

Married with our technology practice to create a leading fin-tech focus

FinTech Revolution

Atlanta cut its financial services teeth on payment processing and has since become a haven for fintech start-ups and Fortune brands.  We earned our credentials in the traditional financial services landscape with banks, credit unions and investment houses, but evolved like the market into fintech where a number of clients have seen tremendous M&A.  Fintech South, which we have represented since 2019 in collaboration with the Technology Association of Georgia, has made a national impression as has T/K, now ranked nationally.

  • Accounting
  • Alternative Lending
  • Applications
  • Banking
  • Credit Bureaus
  • Credit Unions
  • Cryptocurrency
  • Exchanges
  • Factoring
  • Financial Services Automation
  • Merchant Cash Advances
  • Payment Processing
  • Peer-to-Peer Payments
  • Real Estate & Mortgage
  • Revenue Management
  • Tokenization
  • Venture Capital
  • Wealth Management

Our Financial Services Experience

We have successfully balanced traditional financial services work with the rapidly scaling fintech space, working with emerging brands and established brands find financially advantageous outcomes.

Out with the Old …
In with the Modern

Bringing a 35-year-old tech company into the new century with a dramatic renaming and branding exercise is hard but necessary.  After three-plus decades of success in helping companies migrate from legacy systems like mainframes, our client came to us with an goal of renaming its flagship product to better align with the evolving nature of digital transformation.

The result was a new identity for the company — one that celebrated the history of the former brand to one that is modern, seamless and simplified.  Adaptigent was born and its brand expression, translated across every element of the company, from a new website, collateral, brand standards and messaging that captures its purpose — to bring order to the chaos of an aging tech world.

Let Us Show You The Money


981 Joseph E. Lowery Blvd NW
STE 100,Atlanta, GA 30318


404-214-0722 X105
404-214-0722 X106

Work Hours

Monday – Friday
9am – 5pm