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The Fintech Story

Pioneering Efficiencies from Grain to Glass

For over 30 years, Fintech has led the charge to revolutionize operational efficiencies across the beverage alcohol industry.

After seeing the impact of cumbersome and challenging payment methods and strict regulatory laws on efficiency and profits for alcohol businesses, Fintech founders set out to change the game, starting with state adoption of electronic funds transfer (EFT) for alcohol invoice payments. In 1991, Fintech received its first state approval to use EFT as a cash equivalent for the payment of beer, wine, and spirits, and after 18 dedicated years, this payment method was approved in all 50 states. The rest, as they say, is history.

Since our initial push to modernize payment methods, Fintech has continued to develop affordable, industry-leading technology that delivers smart solutions for beverage alcohol management. Through ground-breaking acquisitions and powerful technology development, Fintech brings automation and data insights to alcohol retailers, distributors, and suppliers of all sizes. Today, with a deep focus on service and dependability, Fintech supports 700,000 business-to-business relationships nationwide.

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

Vice President, Engineering

Ernie DiBenedetto

Ernie DiBenedetto

Vice President, Sales & Strategic Partnerships

Kim Sullivan

Kim Sullivan

SVP – Products &
Customer Experience

Fintech Newsroom

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 – 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 compliantly

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