Jan Wichmann
Founder Managing Partner @Jwr Advisory
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WORK HISTORY
Founder Managing Partner @Jwr Advisory
Munich, DE
JWR Advisory supports PE investors, banks, fintechs, and digital platform operators in profitably scaling Embedded Finance, Open Banking, GTM and Business Development. We help companies monetize digital financial products and translate regulatory requirements into competitive strategies.Key Responsibilities: Developing and executing go-to-market strategies for financial service providers and B2B SaaS companies Advising private equity investors on M&A transactions and digital value creation Scaling B2B SaaS & ERP platform models through Embedded Finance Conducting market analysis and strategic positioning of digital platforms Compliance and regulatory strategy in the context of Open Banking & PSD2Achievements: Implemented an Embedded Finance strategy for a PE firm, resulting in >30% revenue growth within 12 months Scaled a B2B SaaS ERP model, achieving > 25% new customer acquisition through financial services Led an M&A project assessing a FinTech & SaaS target with a deal volume of [X] million euros Available for C-Level Interim Roles in PE-Backed FS & SaaS Firms. Recent mandates include: FS scaling strategy, ERP implementation for PE portfolio firms, and Embedded Finance execution.
EDUCATION
Universität Passau
Master of Science (M.Sc.), Management
California State University, Fresno
Visiting Scholar, Business
Universität Passau
Bachelor of Science, Business Administration & Economics
Corvinus University of Budapest
Master of Business Administration - MBA, General Management
SKILLS
ABOUT JAN WICHMANN
Jan is founder of jwr-advisory.com. JWR focuses on supporting financial service providers, startups/ scaleups and enterprises in digital execution, go-to-market and interim management. I help PE-backed companies, FS providers, and SaaS firms unlock new revenue streams with Embedded Finance, Open Banking, and scalable digital strategies. I have led strategic M&A projects, developed go-to-market strategies, and implemented regulatory frameworks like PSD2.My focus is on monetizing digital business models. I assist private equity firms, banks, fintechs, and SaaS companies in turning regulatory challenges into innovative market solutions to create sustainable growth strategies.Key Topics I Specialize In: Embedded Finance & Open Banking Private Equity & Financial Services Monetizing Digital Platforms (B2B SaaS, ERP, API Ecosystems) Regulatory & Compliance (PSD2, AML) M&A Execution & PE Value Creation in FinTech & FS Available for C-Level Interim Roles in PE-Backed FS & SaaS Firms - recent mandates include: FS scaling strategy, ERP implementation for PE portfolio firms, and Embedded Finance execution.Let’s connect if you’re interested in monetizing digital financial products.
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