UBS Napa Recap: Software Platform Payments Needs & Monetization Panel: Utopaya, NMI, & Run Payments

Research evidence excerpt

UBS Napa Recap: Software Platform Payments Needs & Monetization Panel: Utopaya, NMI, & Run Payments

Global Research

1 July 2026ab

UBS Napa Recap Equities

AmericasSoftware Platform Payments Needs &

Monetization Panel: Utopaya, NMI, & Run Diversified Technology Services

Payments Timothy E. Chiodo,AnalystCFA

timothy.chiodo@ubs.com

+1-415-352 4500

Insights & discussion with Utopaya, NMI, & Run Payments: As part of our 9th Chris Zhang, CFA

AnalystAnnual UBS Private Company FinTech Conference & Networking Event in Napa, we

chris.zhang@ubs.com

hosted Brian Abernethy (Founder & Principal of Utopaya), Steve Pinado (CEO of NMI),

+1-212-713 4911

and Rob Nathan (CEO of Run Payments) for a panel discussion on software platforms

payments needs and monetization. The panel focused on payments monetization Jing Zhang

Associate Analysttrends, partner selection considerations, competitive differentiators, the role of

jing.zhang1@ubs.com

embedded finance in software platform growth, and more. +1-212-882 0091

Pat Ennis, CFA

Broader industry context: An overview of software platforms vertical SaaS payments Associate Analyst

monetization and partner selection is relevant for investors interested in the software- patrick.ennis@ubs.com

led channel within the broader payments acceptance market, particularly given the rapid +1-212-882 0090

growth of ISVs and platforms (these terms used interchangeably for these purposes,

Kyle Crews

alongside marketplaces, SaaS platforms, POS platforms, vertical SaaS, etc.), who are Analyst

often served by the likes of Stripe Connect, Adyen for Platforms, Global Payments kyle.crews@ubs.com

(including Worldpay for Platforms, Payrix, Global Payments Integrated, etc.), Fiserv, +1-212-882-0088

Fortis, Run Payments, Forward, Finix, Moov, Infinicept, and many others.