Services
We provide go-to-market strategy and tactics, vendor and market assessments, and commercial diligence services for banks, fintechs, payment networks and infrastructure companies, healthcare providers, and investors.

Go To Market Strategy & Execution
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Business and growth strategy
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Product development and launch support
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Market validation research and analysis
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Market landscape and trend analysis
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Customer segmentation and Ideal Customer Profile
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Email marketing campaigns to targeted personas
Vendor Evaluation
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Competitive analysis and vendor deep dives
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Vendor selection and RFP management
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Vendor effectiveness and ROI analysis


Investor Services
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Research and insights to support investment theses
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Target scan in prioritized market segments
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Commercial due diligence for target evaluation
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Ongoing growth advisory for portfolio companies
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Management presentations to support portfolio exits
FinMed Partners was formed to help banks, fintechs, infrastructure and health IT companies, healthcare providers, payers, employers and other participants. Here is a partial list of our clients:
Visa (NYSE: V), a leading credit/ debit card network, offers a variety of healthcare solutions including Healthcare/ Employee Benefit Cards, Virtual Cards, Visa Direct for Earned Wage Access and patient/ member reimbursements, Payment Tokenization, Visa Intelligent Security Solutions, Visa Payables Automation (VPA), and different ways to eliminate friction from the patient journey.
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FinMed Partners assessed opportunities within the health insurance vertical for network branded cardable spend.
Mastercard (NYSE: MA), a leading credit/ debit card network, is helping the healthcare industry bridge a growing technology gap. The company is utilizing advanced tools such as predictive analytics, artificial intelligence, state-of-the-art cybersecurity threat detection, digital identity tools and flexible billing solutions to help payers and providers improve their business results.
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FinMed Partners provided data on consumer preferences across different types of healthcare payments, and executed an email marketing campaign to raise awareness of virtual cards among hospital accounts payable teams.
HealthEquity (NASDAQ: HQY) is a financial technology and business services company that provides health savings account (HSA) and other consumer-directed benefits (CDB) administration services to employers, health plans, and individuals.
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FinMed Partners led a market feasability engagement exploring a Board-level product development initiative, including a market study on consumer healthcare payments.
WEX Health (NYSE: WEX) provides a full range of benefits administration solutions for HSAs and other employee benefits, including ACA compliance, customer care center, COBRA and direct bill, dependent verification, and reimbursement & savings accounts.
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FinMed Partners conducted a comprehensive patient payments market assessment; recommended most attractive opportunities for organic and inorganic investment.
InComm Payments is a leading payments technology company that provides innovative payment platforms, stored value cards, and restricted-spend capabilities, serving more than 320 healthcare plans and reaching 10 million cardholders.
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FinMed Partners was selected to project manage and assist with the commercial launch of new medical billing solution with leading national retailer.
Shift4 Payments (NYSE: FOUR) is a comprehensive payment processing and commerce enablement platform that serves merchants across multiple industries and touchpoints. Its solutions span payments, software, hardware, security, and business intelligence.
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FinMed Partners conducted commercial due diligence on an acquisition target.
Adyen (AMS: ADYEN) is a financial technology platform providing end-to-end payments capabilities, data-driven insights, and financial products to companies across the world. Transacted $1.4 trillion of payment volume in 2024.
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FinMed Partners was retained by the Adyen for Platforms business to help accelerate growth with U.S. healthcare ISVs in medical, wellness, dental and veterinary markets. Answered key product questions, profiled and prioritized 240 ISV targets, and completed email campaign to 5,000 targeted contacts matching Adyen personas.
PayZen is a healthcare fintech company offering large provider organization a streamlined payment platform with post-care and pre-care payment plans to improve patient collections yield.
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FinMed Partners conducted a market study on current health system needs regarding patient payments, and how these buyers select payment and financing partners.
PayMedix, a division of Wisconsin-based HPS, guarantees payments to providers and offers understandable statements and flexible payments for all patients. PayMedix has processed more than $5 billion in medical payments for hospital systems and physician practices and can be implemented in conjunction with any PPO or HMO network.
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FinMed Partners developed growth strategies for geographic expansion, provided input to a new positioning and messaging solution, and assessed feasibility and build/ buy/ partner options for a modernized payment infrastructure.
TrustCommerce, part of SphereCommerce, is a secure payment processing platform that provides omnichannel payment solutions, fraud management, and data protection for various industries including healthcare, transportation, education, and insurance.
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FinMed Partners conducted a market study on current health system needs regarding patient payments, and how these buyers select payment and financing partners.
Bluefin is a global leader in payment and data security, specializing in PCI-validated point-to-point encryption (P2PE) and vaultless tokenization to protect cardholder data, Personally Identifiable Information (PII), and Protected Health Information (PHI). Bluefin works with a network of 300+ global partners and 35,000 connected clients in 60 countries.
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FinMed Partners developed a go-to-market framework for Bluefin's healthcare segment, including an implementation playbook and prioritization of specific healthcare ISVs, and executed an email marketing campaign to hospital infosec executives.
CareCredit, part of Synchrony Financial (NYSE: SYF), is a health and wellness credit card with flexible financing options so pet owners and patients can pay over time. Areas of focus include veterinary care, dental, cosmetic, audiology, optical/ ophthamology, and other medical specialties. Accepted at over 270,000 U.S. locations.
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FinMed Partners has completed multiple go-to-market, data and analytics projects to assist Synchrony's Health & Wellness business in achieving growth objectives.
Morgan Stanley Capital Partners is a leading middle-market private equity platform focused on value creation through management and operational improvements, value-added oversight, and strategic add-on acquisitions. Invests primarily in control transactions via founder-led recapitalizations, growth equity investments, industry roll-ups, management buyouts, corporate carve-outs and platform builds.
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FinMed Partners conducted commercial due diligence on an acquisition target in the patient financial engagement space.
Amulet Capital Partners seeks to invest $25-200 million of capital in companies that have strong underlying growth in healthcare subsectors. The firm invests in traditional buyouts, significant minority positions, corporate spinouts, and restructuring/ recapitalization transactions.
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FinMed Partners conducted commercial due diligence on an acquisition target in the patient financing space.
NextGen Healthcare is a provider of integrated electronic health record (EHR) and practice management (PM) software solutions designed to streamline workflows, improve care team collaboration, enhance patient engagement, and deliver better clinical and financial outcomes for healthcare provider organizations.
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FinMed Partners advised the healthcare technology leader in determining the optimal strategic growth path for monetizing patient payments and creating new revenue streams.
Interwell Health is a kidney care management company working with physicians to improve patient outcomes with kidney disease through value-based care models, data-driven analytics, and a nationwide network of nephrologists and dialysis centers.
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FinMed Partners developed the positioning and messaging framework for a new Epic-based EMR platform and provided business development services to convert clients to the new EMR platform.
Millennia is a technology-driven patient pay and engagement platform for more than 1,800 provider locations in 43 states, supporting more than 40 million patient interactions every year. Millennia serves medical groups, ASCs, ambulatory facilities, and small and large hospitals.
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FinMed Partners provided essential input to product strategy by conducting detailed market landscape assessment including benchmarking competitor features and pricing.
SlicedHealth offers Contract Management, Business Intelligence, Price Transparency, and Claim Estimation solutions for critical access hospitals and community health systems across the U.S.
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FinMed Partners completed a comparables and valuation analysis to support fundraising efforts.