The Exchange Connection Hub

The institutional-grade
platform for financial services
partnerships.

TECH connects banking executives and FinTech leaders with the right partners — through verified profiles, AI-powered matching, and a compliance architecture built for the regulated financial sector from day one.

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$10.2B
US Addressable Market
40%
Partnerships That Fail
to Operationalize
$51.8B
FinTech Funding in 2025
Day 1
FINRA · SEC · DORA
Compliance Built In

Built in partnership with · Backed by

THE WALKER GROUP
New York City · GTM Partner
VELATIX AI
GmbH · Germany · Technology
GSEP™
Patent Pending US · EU · PCT
SEED ROUND
$1–1.5M · In Progress · 2026
ANTHROPIC
Claude API · AI Infrastructure
AI-Powered Matching FINRA Compliant Verified Profiles SEC Marketing Rule Intent-Based Connections DORA Ready GSEP™ Technology KYB Verification CCPA Compliant Closed Beta — Q3 2026 AI-Powered Matching FINRA Compliant Verified Profiles SEC Marketing Rule Intent-Based Connections DORA Ready GSEP™ Technology KYB Verification CCPA Compliant Closed Beta — Q3 2026
Compliance Architecture

Designed for institutions
that cannot afford
compliance risk.

TECH was architected around regulatory requirements before the first line of product code was written. For FINRA-registered broker-dealers, SEC-regulated investment advisers, and FDIC-supervised institutions — compliance is not optional. It is the prerequisite for adoption.

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FINRA
Rule 4511 communication archiving module — compliant with 17a-4 electronic storage requirements.
SEC
Marketing Rule 206(4)-1 — all AI-generated outreach reviewed and sent by the member. Never automated.
CCPA / GLBA
Consent-first architecture. Right to deletion. Data residency on AWS US-East and US-West only.
DORA (EU)
ICT risk register and incident reporting framework for EU expansion via Velatix AI GmbH, Germany.
KYB
Know Your Business verification for all institutional members via third-party API. No unverified entities.
SOC 2
Type II certification targeted within 12 months of launch. Penetration testing pre-GA release.
01
The Problem
01 — Data Inaccuracy
The wrong data
creates the wrong introductions.
Existing platforms — LinkedIn, ZoomInfo, Crunchbase — deliver volume without precision. Outdated titles, misclassified companies, and unverified contacts. In financial services, a wrong introduction carries reputational and regulatory risk that no team can afford.
$12.9B
Annual cost of poor data quality per organization — Gartner, 2026
02 — No Intent Signal
Existing platforms show
who — not what they need today.
A VP of Partnerships at a regional bank may be actively seeking a payments infrastructure partner right now — but that intent is completely invisible to platforms built on demographic data alone. Without intent, every introduction is a guess.
8–12h
Hours per week executives spend on manual partner research
03 — Regulatory Friction
Consumer-grade tools create
enterprise-grade compliance risk.
FINRA-registered broker-dealers must archive business communications. LinkedIn InMails, Gmail outreach, and informal introductions create regulatory exposure. No existing networking platform was built with the compliance requirements that US financial institutions actually operate under.
40%
Bank-FinTech partnerships that fail to operationalize — EY-Parthenon, 2025
04 — No Dedicated Platform
A $10.2B market with
no purpose-built solution.
The US FinTech-banking partnership market represents $10.2 billion in annual BD and sales tool spend. Yet not a single platform combines FinTech-specific matching, AI-powered intelligence, and compliance architecture designed for regulated financial institutions. That gap is TECH.
10,000+
Active US FinTechs seeking bank partnerships with no efficient channel
02
The Solution

Precision matching.
Built for the regulated
financial sector.

TECH creates a consent-based ecosystem where banking executives and FinTech founders define their objectives, partnership criteria, and what they're actively looking for. Our AI matching engine — powered by proprietary GSEP™ technology — surfaces high-probability connections with full reasoning transparency. Every interaction happens within a compliance architecture designed for FINRA, SEC, and DORA requirements from day one.

01
Build your verified profile
Create a consent-based profile with your business objectives, partnership criteria, sectors of interest, and deal parameters. KYB identity verification ensures every member is who they say they are.
KYB Verified
02
Receive precision matches
Our three-layer AI engine — vector similarity, LLM scoring via Claude API, and feedback reinforcement — identifies connections based on mutual declared intent. Every match comes with an AI-generated explanation of why the fit is relevant.
GSEP™ Powered
03
Connect within compliance
AI-drafted personalized outreach — reviewed and sent by you. Communication archiving for FINRA-registered members. Every interaction is traceable, auditable, and compliant with SEC Marketing Rule requirements.
FINRA · SEC · DORA
03
Built For Two Sides

The platform works for
both sides of the transaction.

For Banking Institutions
Find the FinTech partners your institution actually needs.
Stop drowning in inbound pitches from companies that don't match your priorities. TECH surfaces vetted, intent-declaring FinTechs that align with your current transformation agenda — with the compliance infrastructure your legal and risk teams require.
  • Verified FinTech profiles with declared partnership objectives
  • AI matching based on your institution's current priorities
  • Communication archiving compliant with FINRA Rule 4511
  • Reduce partner evaluation time from weeks to hours
  • SOC 2 Type II infrastructure — target certification within 12 months of launch
For FinTech Companies
Reach the decision-makers who are actively looking for you.
Stop wasting your BD team's time on cold outreach with sub-30% accuracy. TECH connects you with banking executives who have declared they are actively seeking solutions in your category — with AI-drafted personalized outreach to start the conversation right.
  • Direct access to bank innovation and partnership leaders
  • AI-generated company intelligence on any FinTech in 30 seconds
  • Personalized outreach drafted by AI — reviewed and sent by you
  • Replace 3–4 disconnected BD tools with one integrated platform
  • Compliant outreach that banks' legal teams can approve
04
Market Opportunity

A $46 billion market.
No dominant AI-native player.

TAM — Total Addressable Market
$46B+
Global B2B networking &
data platform spend in
financial services
SAM — Serviceable Addressable Market
$10.2B
US FinTech + banking BD
and sales tool spend
(SMB to Enterprise)
SOM — Serviceable Obtainable Market
$180M
Reachable in Years 1–3
via Walker Group network
and direct sales
$51.8B
Global FinTech funding in 2025 — the second highest year on record, demonstrating sustained capital flow into the sector.Crunchbase, January 2026
40%
Of bank-FinTech partnerships fail to operationalize due to poor partner identification and strategic misalignment.EY-Parthenon, 2025
38%
CAGR of the AI SaaS market — projected to reach $775B by 2032, with financial services as a primary vertical driver.Verified Market Research, 2026
80%+
Of enterprises expected to deploy AI-enabled applications by 2026 — up from just 5% in 2023. The adoption inflection point is now.Gartner / Vena, 2026
05
Why Compliance Is Our Moat
FOR YOUR LEGAL TEAM
Every communication is auditable.
Immutable audit trail of all data access, exports, and member interactions. Communication archiving available for FINRA-registered members. Your compliance team will not need to make exceptions for TECH.
FOR YOUR RISK TEAM
KYB verification on every member.
No unverified entities. No scraped contacts. Every institutional member is verified through a regulated identity API before accessing the platform. Your risk team knows who is in the room.
FOR YOUR IT TEAM
Data never leaves US soil.
AWS infrastructure on US-East-1 and US-West-2 exclusively for US members. AES-256 encryption at rest. TLS 1.3 in transit. Tenant isolation for enterprise accounts. SOC 2 Type II targeted within 12 months.
06
Founding Team

Built by people who
lived the problem.

LV
Luis Alfredo Velásquez Durán
CTO & Co-Founder
Founder of Velatix AI GmbH. Python/Django architect with 5+ years building AI-powered enterprise platforms. Inventor of GSEP™ — Genomic Self-Evolving Prompts — a proprietary AI architecture with patent applications pending in the US, EU, and PCT. Active in the Anthropic Claude ecosystem.
📍 Berlin, Germany
JP
Jonathan Piña
CPO & Co-Founder
Chief Partnerships Officer at The Walker Group NYC. Senior BD executive with a curated network of C-suite relationships across US banking and FinTech leadership. Direct distribution channel for TECH's launch. Has operated at the intersection of FinTech and banking for years.
📍 New York, USA
DM
Dionnel Martinez Dublin
Co-Founder & Head of QA
Head QA & Delivery and Product Support Lead Engineer. Brings rigorous quality assurance and delivery management expertise to ensure TECH meets the reliability and performance standards demanded by regulated financial institutions.
📍 United States
07
For Investors

A defensible position in a
$10.2B market no one has claimed.

$850K
Year 1 ARR — Base Case
$18M
Year 3 ARR — Base Case
27x
Year 3 LTV/CAC — Base Case
80%
Gross Margin at Scale
$1.5M
Seed Round — Raising Now
18mo
Path to Series A Readiness

Request the full PRD and data room.

14 sections. Full financial model with 3 scenarios. Regulatory analysis. Technical architecture. Available to qualified investors under NDA.

Request Investor Package
Closed Beta — Limited Access

Be among the first
to access TECH.

We are accepting a limited number of applications for our closed beta. Priority access is given to senior banking executives, FinTech BD leaders, and qualified investors. No cost commitment. No product exists yet — this is about shaping what we build.

Your information is confidential. TECH does not sell or share member data. CCPA compliant.

✓   Application received. Our team will be in touch within 48 hours. Thank you for your interest in TECH.