The advisory practice behind modern embedded payments.

Paysolve brings decades of payments expertise to the strategic, operational, and regulatory decisions facing banks, PayFacs, acquirers, marketplaces, ISVs, ISOs, and embedded payments companies

From sponsor-bank readiness policies and procedures to remediation and card-network compliance, Paysolve helps payments organizations build, scale, and strengthen their programs with operationally grounded advisory.

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PAYMENTS PROGRAMS LAUNCHED

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COUNTRIES IN ADVISORY PORTFOLIO

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YEARS OF CONTINUOUS ADVISORY

Authors

ETA PAYFAC GUIDELINES

Approved

CARD-NETWORK REVIEWER

Why Paysolve exists

Not theoretical consulting. Operational payments expertise.

Paysolve was built by the operators, advisors, and regulatory architects who helped shape the modern PayFac ecosystem.

The team advised early category leaders like Shopify and Stripe, led the development of industry-standard Electronic Transaction Association (ETA) Payment Facilitator Guidelines, trained regulators and examiners, and helped launch more than 300 payments programs globally. Paysolve engagements are grounded in operational reality, not generic consulting frameworks.

01

Regulatory authorship

Paysolve helped define the industry standards that PayFac programs still reference today.

02

Operational depth

The same team advising clients has built sponsor programs, managed underwriting operations, risk teams, compliance teams, and trained examiners.

03

Vendor-agnostic guidance

Recommendations are based on operational fit and risk alignment, not referral fees or processor relationships.

Who we help

Built for companies operating in embedded payments.

Also serving

ISOs transitioning to PayFac

Marketplaces embedding payments

Processors launching sponsorship programs

Enterprise companies looking to embed payments

When clients call

Companies engage Paysolve when the stakes are high.

Growth & expansion

• Expanding into new markets

• Launching sponsor-bank programs

• Adding surcharging capabilities

• Scaling embedded payments operations

Remediation & risk

• Sponsor-bank pressure

• Card brand violations

• Audit findings

• Operational losses

• Regulatory scrutiny

• Policy gaps or execution failures

Some organizations engage Paysolve for a single initiative. Others retain the team as an ongoing strategic and regulatory advisor. Engagements are scoped to where you are today, not a standardized consulting package.

Core engagements

Advisory engagements built around real payments operations.

Fitness Review

A structured operational and compliance diagnostic for PayFacs, sponsor banks, acquirers, or any other entities operating in the payments ecosystem.

Paysolve evaluates policies, underwriting, risk management, operations, card brand compliance, and sponsor-bank alignment to uncover both documented and operational gaps. Unlike traditional compliance reviews, Paysolve assesses whether teams truly understand and execute their procedures in practice.

Best for

Typical length

6 – 8 weeks

Policies & Procedures

Comprehensive payments-program policy development built from 300+ launches.

Tailored policies and procedures covering underwriting, transaction monitoring, BSA/AML, sanctions, settlement, reconciliation, escalation workflows, and more. Every engagement includes operational education sessions so teams understand not just the policies themselves, but how to execute them.

Best for

Typical length

6 – 12 weeks

BIN Sponsor Readiness

Preparation for direct sponsorship and enterprise-scale payments operations.

Paysolve helps banks, acquirers, and payments companies prepare for BIN sponsorship through program design, regulator-facing documentation, network registration guidance, counterparty coordination, and operational readiness planning.

Best for

Typical length

6 – 9 months

Specialized capabilities

Specialized expertise for evolving payments risk.

Card-Network Reviews

VARS and FMP readiness for high-risk, high-brand risk, and other programs.

AI Governance

Risk frameworks for AI-assisted underwriting, monitoring, and operations.

Surcharging Compliance

Network-aligned surcharging design, disclosures, and remediation.

Regulatory Guidance

Examiner-facing materials, remediation plans, and regulator engagement.

What makes Paysolve different

Paysolve stays involved beyond the findings report.

Most advisory firms deliver recommendations, then disengage.

Paysolve works alongside payments organizations through implementation, education, remediation, board presentations, operational refinement, and ongoing support.

The goal is not simply documentation; it’s operational readiness.

Selected work

Trusted by banks, PayFacs, and enterprise payments organizations.

01
Bank P&P Development

Built the foundational acquiring and oversight policies and procedures for a technology-driven bank launching a sponsorship program.

02
Fitness Review & Remediation

Helped both PayFacs and ISOs uncover operational gaps between documented policies and real-world execution.

03
Regulator Engagement

Authored examination materials for the first payments-specific bank charter framework in the United States.

04
Enterprise BIN Sponsor Readiness

Supported a top-5 U.S. payments company preparing for expanded direct sponsorship operations.

05
Surcharging Remediation

Helped a multi-state operator rebuild a compliant surcharging program in less than 45 days.

For clarity

Strategic advisory — not software or processing.

PAYSOLVE IS

PAYSOLVE IS NOT

Payments advisory & operational services
A software platform
Regulatory and compliance expertise
A processor or reseller
Hands-on payments operations guidance
Traditional strategy consulting
Policy, risk, and sponsor-bank expertise
Traditional strategy consulting

And when you need software

Advisory expertise paired with operational infrastructure.

Paysolve advises payments organizations on policies, compliance, operational readiness, and program strategy. For companies seeking operational software infrastructure for merchant onboarding, underwriting workflows, transaction monitoring, settlement, and payments operations, explore Payops.

Engage Paysolve

Build, strengthen, or remediate your payments program with confidence.

Whether you’re launching a sponsorship program, navigating regulatory pressure, starting or scaling embedded payments operations, Paysolve provides operationally grounded guidance built from decades inside the payments ecosystem.