Redefining the Standard in Fintech Advisory
Whether you're a rising contender or a global force, SWAN partners with you to architect fintech strategies built to scale, outperform, and lead—no matter how complex the market.
About Us / Mission and Vision / Overview / Our Story
About Us
SWAN is a global advisory firm trusted by enterprise leaders and high-growth companies to design the financial infrastructure that powers their next chapter.
We specialize in fintech strategy at scale—architecting custom ecosystems that remove friction, unlock global expansion, and elevate every aspect of the financial operation.
We work directly with technology firms, international brands, and market movers to streamline operations, protect margins, and stay ahead of change. Every engagement is built on discretion, precision, and results.
Our PRIVATE CLIENT division operates by invitation only, reserved for businesses and founders selected based on strategic relevance, sector leadership, and long-term potential. This tier receives access to exclusive advisory, global networks, and solutions that go far beyond traditional fintech.
At SWAN, we don’t follow the industry—we shape it.
Our Mission
To empower businesses with world-class fintech strategies that drive efficiency, scalability, and growth.
At SWAN, our mission is to advise and implement the most advanced payment and financial technologies available—always with clarity, customization, and excellence in execution. We simplify the complex, protect the bottom line, and ensure our clients are positioned to lead in any market they enter.
Our Vision
To set the global standard for strategic fintech advisory.
We envision a world where forward-thinking businesses can operate seamlessly across markets through intelligent, secure, and custom-designed financial infrastructure. At SWAN, our commitment to innovation, precision, and long-term partnership ensures our clients stay ahead—wherever they do business.
Presence
We have a global presence and diverse clientele, with a representative office in Miami, a summer office in Marbella, and a new office in Medellin set to open in the summer of 2025.
Overview
SWAN operates at the intersection of fintech, strategy, and execution. We advise and build tailored financial ecosystems for enterprise clients, technology companies, and high-growth businesses looking to scale globally.
With a focus on discretion, precision, and impact, we deliver more than just payment solutions—we create infrastructure that enables growth, protects margins, and positions our clients for long-term success.
When you work with SWAN, you're not buying a service. You're gaining a strategic partner trusted by leading firms to navigate the complexities of modern commerce.
Our Story
SWAN Payment Technologies was founded in 2024 by a visionary CEO with a global business portfolio exceeding $3 billion in annual transaction volume. The firm was born out of a clear market need: elite businesses were lacking a true strategic partner—one that could advise, connect, and build world-class financial ecosystems with precision, discretion, and authority.
We are the advisory firm behind the solutions—selectively guiding enterprise clients and technology companies through the complexities of fintech, payments, and global financial operations. Our role is to curate the best technologies, structure the most effective partnerships, and design the infrastructure that allows our clients to scale with confidence across borders.
Through strategic alliances with leading global platforms and next-generation fintech providers, we ensure every solution we deploy is custom-fit to the business model and market environment—always grounded in security, efficiency, and growth potential.
As a privately held firm, we operate with intention, not volume. Our clients come to us for clarity, trust, and execution at the highest level—and we deliver.