Unlock New Revenue—Build Embedded Finance Right
Charge Forward is an independent, vendor-agnostic guide that helps software executives grow revenue, improve customer loyalty, boost valuation by embedding financial products.
Trusted by Executives of Leading Software Businesses
The Leading Community for Embedded Finance Enthusiasts
With 20+ years of experience helping SaaS and Fintech companies accelerate their growth, we identified a massive opportunity: software companies can unlock significant new revenue by embedding financial services via the rapidly evolving ecosystem of embedded finance vendors.
We realized many SaaS vendors have no expertise in fintech and require support to navigate this complex landscape. That's why Charge Forward exists—to bridge the gap between software innovation and financial opportunity.
Our Mission
Helping SaaS founders and platforms capture financial opportunity hidden inside their user flows.
Our Values
Focus on outcomes. Vendor-agnostic deep expertise. Transparency in every engagement.
Our Vision
To make embedded finance understandable, accessible, practical and strategically appealing for software executives.
Our Impact
Problems We Solve Every Day
If any of these challenges resonate, you're in the right place.
Leaving money on the table by just plugging in Stripe?
Basic payment processing captures only a fraction of the revenue potential in your user flows.
No internal fintech expertise?
Embedded finance requires specialized knowledge that most SaaS teams don't have in-house.
Investors asking about new revenue streams?
PE firms and VCs increasingly expect software companies to monetize financial services.
Not sure which embedded finance partner is right for you?
The vendor landscape is complex and choosing wrong can cost months and millions.
How Charge Forward Helps You Win
From opportunity evaluation to adoption optimization, we guide you through every step of your embedded finance journey.
Opportunity Assessment
Strategy & Business Case Development
Understand how much revenue you're missing and how to capture it. Build a roadmap for embedded finance success.
- Revenue opportunity analysis
- Competitive landscape review
- Business case development
Vendor Selection
Rollout & Implementation Support
Choose and implement the right embedded finance solution without costly mistakes.
- Vendor evaluation matrix
- Integration planning
- Technical due diligence
Driving Adoption
Go-to-Market Optimization
Optimize user experience and design go-to-market strategies to maximize adoption of your embedded finance products.
- UX optimization
- GTM strategy
- Adoption metrics
Education
Executive Briefings & Deep Dives
Equip your leadership team with the knowledge to make informed decisions about embedded finance.
- Embedded Finance Education
- Industry deep dives
- Trend analysis
Your Partner in Financial Innovation
We're not just consultants—we're your embedded finance partners with deep expertise and a proven track record. We empower you with information, benchmarks, frameworks and advisory to help you achieve your ambition.
- Leading community for Embedded Finance & Payments
- 40+ years of combined experience in SaaS and fintech
- Trusted by bootstrapped SaaS founders as well as VC and PE-backed CEOs
- Vendor-agnostic recommendations focused on your success
- Deep network across the embedded finance ecosystem
- Proven frameworks and methodologies