Not just what's happening in Washington.
Why it matters for your business.
PolicyPartner helps clients navigate policy and regulatory change globally — untangling government uncertainty into actionable insight.
PolicyPartner helps companies adapt to changes in government policy and regulation.
We work directly with leadership teams, legal officers, and compliance functions to understand your business first — then help you adapt, advocate, and position ahead of the regulatory changes that matter most to you.
Our work is trusted by clients and policymakers alike. We serve institutional investors, CEOs, legal officers, and compliance teams across fintech, digital assets, and banking.
A different kind of policy firm
PolicyPartner is built around your business. Our process starts from your strategy, your product roadmap, and your competitive position — so that when the regulatory environment shifts, you're already prepared.
Analysis before advocacy
Before any engagement begins, we conduct a structured assessment of your business model mapped against a regulatory scenario analysis. We surface the specific impediments, risks, and opportunities most relevant to your roadmap — then build the advocacy and advisory strategy from that foundation.
What does it mean for you?
Every analysis is filtered through your business model, competitive position, and strategic priorities. If a regulatory change doesn't affect you, we tell you that too.
Expertise and access
We arrange a high volume of in-person and virtual meetings for clients. We host small group discussions with expert attorneys, academics, and policymakers.
Intelligence tools
Proprietary systems that monitor regulatory signals across agencies, legislatures, and international bodies in real time — and translate them into client-specific impact assessments.
Coverage
- Digital Assets and Crypto Regulation
- Securities Modernization
- Stablecoin and Payments Policy
- State and Federal Fintech Licensing
- Financial Services Deregulation
- International Regulatory Frameworks
Sectors
- Banks and Credit Unions
- Crypto Exchanges and Custodians
- Stablecoin Issuers
- Payment Processors and Networks
- Investment Funds
- Fintech Platforms
Exclusive access to the officials shaping regulatory policy
PolicyPartner hosts quarterly in-person Policy Days and regular small-group sessions with key policymakers and thought leaders. Attendance is limited to clients to ensure substantive, candid dialogue — not panels designed for press coverage.
A focused team with deep expertise in financial services regulation, policy analysis, and strategic advisory.
PolicyPartner was founded by Matt Wholey in 2021. Prior to PolicyPartner, Matt was a Director at Capstone, a Washington, DC-based investment research firm. At Capstone, Matt helped professional event-driven investors to best understand policy change in energy, power, financial services, and technology.
Matt holds a BBA in Finance and Economics from the Gatton College of Business and is a CFA Charterholder. Matt lives in Washington and has built deep relationships with investors, policymakers, regulators, and industry leaders throughout his career.
Tom joined PolicyPartner in 2025 and leads the firm's Business Development and Marketing efforts as Vice President. Before joining PolicyPartner, Tom worked for Bloomberg where he managed customer relationships in the legal and professional services space. Tom holds a Bachelor's Degree in Finance from the University of South Carolina.
Igor joined PolicyPartner in 2023 and leads the firm's international research and coverage efforts as Vice President. He produces regulatory intelligence and policy analysis for clients in financial technology and digital assets and leads policymaker outreach efforts in EU, UK, LATAM, and APAC markets. Before joining PolicyPartner, Igor worked in management consulting, where he supported large-scale energy infrastructure and corporate strategy projects. Igor holds a BBA in International Business and Finance from the George Washington University. He is based in Mexico City.
Landon joined PolicyPartner at the start of 2026 as an analyst. He supports the firm's research and business development efforts. Landon graduated from the University of Virginia with a Bachelor's Degree in Economics. While in undergrad, he served as Editor-in-Chief of an independent student news publication, managing operations and editorial strategy.
Work with us
Schedule a consultation to discuss how PolicyPartner can help your organization navigate the regulatory landscape.
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