Not just what's happening in Washington.
Why it matters for your business.
Regulatory intelligence and strategic advisory for fintech, crypto, and banking leaders — powered by deep expertise and advanced technology.
PolicyPartner delivers independent regulatory intelligence for companies navigating policy change in financial services.
We give clients the analysis, tools, and foresight to understand how regulatory shifts will affect your specific business — so you can adapt, advocate, and prepare on your own terms.
Our research and advice 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
Traditional government affairs means large teams, bipartisan rolodexes, and broad coverage across every sector. We take a fundamentally different approach — investment ideas, operational impact, proprietary technology, and analysis designed around your business, not around Washington.
Most report what happened, not the impact
DC-speak, rumor, hearing summaries, and overview of regulatory actions. Updates are focused on Washington, not on the client.
Updates without context
Constant regulatory and policy change requires immediate in-depth understanding of operational impact. Without context, the 24-hour news cycle can overwhelm legal and GR functions.
Necessary depth lags deadline
The window to act can close before a team achieves a true understanding of why it matters to their mission.
Ad-hoc expert and policy meetings
Growing a network of policy and regulatory experts is difficult and time consuming. Plugging into a preexisting network is complex.
Analyze what it means 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.
Deep financial services focus
Exclusively focused on fintech, crypto, and banking regulation. Every analyst, every tool, and every relationship is oriented around this ecosystem.
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 connections for clients.
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.
What we deliver
Research and advisory designed to give clients a structural advantage in understanding and preparing for regulatory change.
Tailored Monthly Intelligence
Customized presentations built for your organization, analyzing how specific regulatory developments directly impact your strategic objectives and competitive position.
Horizon Scanning
Comprehensive assessment of every regulatory vector affecting your business, mapping the landscape 12-18 months ahead. Updated quarterly with strategic recommendations.
Strategic Memos
Focused analysis for regulator meetings, board presentations, M&A due diligence, and strategic initiatives. Delivered within 48 hours of request.
Investment Ideas
Policy-driven investment ideas in digital assets, fintech, and banking — identifying asymmetric opportunities created by regulatory catalysts across tokens, equities, and credits.
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.
Monday Policy Brief
A weekly commentary, a consolidation of our recently published research and an aggregation of thousands of news sources into a single-page memo. We aim to cover what we think is interesting rather than cover the news. Published every Monday morning.
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.
Tim serves as Director at PolicyPartner, where he leads government affairs. Previously, he served senior counsel with the House of Representatives Committee on Financial Services and covered a range of policy issues, including digital assets, bank-fintech partnerships, central bank digital currencies, and artificial intelligence. Prior to working in Congress, Tim worked at the Financial Industry Regulatory Authority as an insider trading investigator, where he led investigations into market manipulation schemes in the equities market that resulted in both criminal and civil penalties.
Tim earned his J.D. from the Antonin Scalia Law School at George Mason University in 2019 and is admitted to the Pennsylvania bar.
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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