The Fintech Story

Pioneering Efficiencies from Grain to Glass

Fintech, a pioneering business solutions provider, has been dedicated to serving the beverage alcohol industry for over 32 years. Supported by TA Associates and General Atlantic, Fintech stands as a foremost leader in this sector. Its flagship product, PaymentSource®, is leveraged by over 225,000 retail and hospitality businesses, and more than 5,000 alcohol distributors and suppliers nationwide. This proven platform automates alcohol invoice payment, streamlines payment collection, and facilitates comprehensive data capture for over 1 million B2B business relationships.

Expanding its success beyond the realms of alcohol sales, Fintech has broadened the scope of PaymentSource. Originally designed for alcohol invoice management, the platform now accommodates all B2B purchase transactions for its clients, extending its efficiency and reliability across diverse business product needs.

Recognizing the distinct operational hurdles faced by clients engaged in alcohol sales, Fintech has extended its offerings beyond invoice services. This includes scan-based trading capabilities tailored for retail clients and their vendors, along with a dedicated CRM solution crafted to bolster field execution strategies for alcohol suppliers and distributors.

Established in 1991, Fintech operates from its headquarters in Tampa, Florida, continually evolving to meet the dynamic needs of its clientele. 

Meet The Leadership Team

Leading with Value-Driven Principles and a People-First Approach

Fintech is led and motivated by a core group of executives that collectively offer a wealth of expertise in systems design and development, hospitality and retail management, data science, financial services, alcohol supplier and wholesale distribution, compliance regulations, and treasury development.

Tad Phelps Headshot

Tad Phelps

Chief Executive Officer

Trey Williams Headshot

Trey Williams

Chief Operating Officer

Sameer Mungur Headshot

Sameer Mungur

Chief Data Officer

Amit Aghara CTO

Amit Aghara

Chief Technology Officer

Mark Kimber CRO

Mark Kimber

Chief Revenue Officer

Benjamin Boehm Headshot

Benjamin Boehm

Chief Financial Officer

Misha Hart

Vice President, Marketing

Wendy Turk Headshot

Wendy Turk

Vice President, Regulatory Affairs

Shari Arzate

Shari Arzate

Vice President, Client Services

Eric Kiser

Eric Kiser

Vice President,
Distributor Strategy

Subbu Hariharan

Subbu Hariharan

Senior Vice President, Engineering

Ernie DiBenedetto

Ernie DiBenedetto

Vice President, Sales & Strategic Partnerships

Kim Sullivan

Kim Sullivan

SVP – Products &
Customer Experience

Fintech Newsroom

Leading invoice payment and data solutions provider achieves unprecedented success in the alcohol industry. TAMPA, FL – Financial Information Technologies, LLC (Fintech), the foremost provider of invoice payment and data solutions for the alcohol industry, proudly announces a significant milestone with 1,000,000 alcohol distributor-to-client business connections through its

TAMPA, FL – Financial-Information-Technologies, LLC (“Fintech”), the leading B2B solutions provider for the beverage alcohol industry, has partnered with Sculpture Hospitality, the leader in food and beverage inventory management, to support bars and restaurants across the hospitality sector by driving operational efficiencies that protect alcohol margins, lower labor

TAMPA, FL – Financial-Information-Technologies, LLC (“Fintech”), the leading business solutions provider for the beverage alcohol industry, recently announced the promotion of Wendy Turk to Vice President of Regulatory Affairs. Over the past 10 years, Wendy has become the company’s foremost expert in alcohol regulations, helping to steer Fintech

Tampa, FL and New York, NY – August 1, 2023 – Financial-Information-Technologies, LLC (“Fintech”), a leading technology provider serving the beverage alcohol industry, today announced it has received a strategic investment from General Atlantic, a leading global growth equity firm. General Atlantic will join existing investor TA Associates

ST. PETERSBURG, FL — Financial-Information-Technologies, LLC, “Fintech,” was recently named one of Florida’s Best Companies To Work For. The annual Best Companies To Work For In Florida list featured in the August issue of Florida Trend magazine ranks 100 companies in small, medium and large employer categories. To

TAMPA, FL – Financial-Information-Technologies, LLC (“Fintech”), is launching a new Lilypad 3.0 iteration for alcohol suppliers across the beer, wine, and spirits markets. Lilypad is a customer relationship management (CRM) platform developed to help alcohol suppliers sell more liquid. Its 3.0 update features multiple enhancements built with supplier