Wellesley Hills Financial, LLC is a wealth management firm in Newton, MA. Serving the lower and middle-market sectors, the firm specializes in strategic advisory, transaction advisory, and capital raising for companies within the fintech, payments, and B2B software industries. Their service offerings include targeted and defensive M&A, restructuring, valuations, and expertise in specialized sectors such as blockchain, crypto, embedded finance, and AI.
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This firm provides specialized financial technology and software advisory services to the evolving tech landscape in the Newton area.
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