Built by operators.
For operators.

We spent decades inside the institutions we now serve. That’s why our execution actually works.

Meet the team
Los Angeles, 2022

We started because the industry needed better execution.

Fintraxis was founded by two former JPMorgan and Wells Fargo operators who were tired of seeing great strategies die in the field. We built the firm to bridge the gap between boardroom ambition and ground-level results.

Today we partner with regional banks, fintech platforms, wealth managers, and private-credit funds across the United States. Every engagement is led by principals who have sat in the same chairs as our clients.

Leadership

Thomas Whitaker

Thomas Whitaker

CEO & Founder

Former Executive Vice President of Oaktree Specialty Lending Corporation. Over 22 years leading national growth initiatives in commercial banking and fintech partnerships, closing more than $4.2B in new client relationships.

Elena Rodriguez

Elena Rodriguez

Chief Financial Officer

Former CFO at Prosperity Bancshares. 18 years of experience in financial strategy, capital markets, and regulatory reporting for high-growth financial institutions across the United States.

Marcus Blackwell

Marcus Wilson

Chief Operating Officer

Previous Head of National Field Operations at Mariner Wealth Advisors. Managed compliance, sales execution, and operational excellence for a 600+ person team across 48 states.

How we work

Ownership

We treat every client relationship like our own capital is on the line.

Measurable Execution

If it can’t be tracked in the field, it doesn’t belong in our scope.

Regulatory Integrity

We built our reputation inside the most scrutinized institutions in America.