Thoughts on Payments, Processors, & FinTech "UBS Napa Recaps (Ramp & Pla..."

Research evidence excerpt

Thoughts on Payments, Processors, & FinTech "UBS Napa Recaps (Ramp & Pla..."

Global Research

9 June 2026ab

Thoughts on Payments, Processors, & Equities

AmericasFinTech

Diversified Technology Services

UBS Napa Recaps (Ramp & Plaid), SHOP, XYZ

Timothy E. Chiodo, CFA

Cash App exits Oregon, Gr4vy orchestration Analyst

timothy.chiodo@ubs.com

platform, VGS on Agentic Commerce, RPAY, +1-415-352 4500

NDRs (RELY, NYAX), etc. Chris Zhang, CFA Analyst

chris.zhang@ubs.com

+1-212-713 4911

UBS 9th Annual Private Company FinTech Conference - Ramp Recap: As part of Pat Ennis, CFA

our 9th annual UBS Private Company FinTech Conference and Networking event in Associate Analyst

Napa, we hosted Fax Herbert, Head of Investor Relations at Ramp, for a keynote session patrick.ennis@ubs.com

+1-212-882 0090and product discussion. Ramp’s platform helps businesses manage and automate

finance workflows across corporate cards, expense management, bill pay, procurement, Kyle Crews

travel, treasury, accounting automation, and increasingly, broader AI-enabled financial Analyst

operations. Our guest discussed Ramp’s recent Series F financing (announced June 4th), kyle.crews@ubs.com

+1-212-882-0088

revenue model, product offerings, current financial KPIs, distribution strategy,

competitive differentiation, role in enabling AI-driven finance operations, go forward Jing Zhang

product priorities, Ramp Stack, and more. The discussion highlighted Ramp’s continued Associate Analyst

evolution from a corporate card-led entry point into a broader multi-product financial jing.zhang1@ubs.com

+1-212-882 0091

operations platform focused on helping businesses save time and money, consolidate

fragmented finance tools, and automate back-office workflows. See full recap here. Ella Zimmermann

Associate Analyst