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Rubel Advisors
Trevor Rubel and Brian Voigt run Rubel Advisors, a specialist consultancy focused on integrated payments and payfac M&A diligence for software companies.
Rubel Advisors
Rubel Advisors is a boutique advisory firm founded and led by Principals Trevor Rubel and Brian Voigt, each bringing front-line executive experience spanning corporate strategy, business development, and product management across enterprise software as well as payments infrastructure. Both have held leadership roles at global technology organizations and early-stage startups, with Voigt previously directing operations and strategic business development for acquirers, processors, payment service providers and issuing platforms over a 28-year period, while Rubel managed domestic and global teams delivering more than 50 products across payments, analytics, risk and fraud. The practice focuses on three workstreams: integrated payments strategy for independent software vendors (ISVs), due diligence and transaction support on payment-facilitator and ISV acquisitions, and broader strategic planning for payments-and-software businesses. Its deal-support work positions Rubel Advisors as a subject-matter resource for financial and strategic buyers evaluating the technical architecture, compliance obligations, and revenue durability of payments-enabled targets — a narrow but high-stakes lane in fintech M&A. The firm serves clients across North America, with particular density in the San Francisco Bay Area and the Pacific Northwest, where Trevor Rubel maintains deep ties to both the venture capital and startup ecosystems. Operated by its two principals, the firm deliberately keeps headcount lean — two named professionals as of 2026. Its capabilities are supplemented by a network of practitioner contacts rather than a permanent bench of analysts, reflecting a consulting model built on direct principal involvement in every engagement. The firm also publishes a public-facing blog, The Not-So-Daily Blog, covering practical developments in embedded payments and conversational commerce, a channel that doubles as its primary market-facing thought leadership. Structurally, Rubel Advisors is distinct from diversified financial-services consultancies because it does not perform adjacent work in general strategy, organizational design, or technology implementation outside the payments-and-software intersection. Its value proposition rests entirely on the depth of operator experience its principals bring — former builders evaluating acquisitions and designing payment strategies for software platforms from the inside out.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Principals
Trevor Rubel
Principal
Brian Voigt
Principal
Sector focus
Frequently asked questions
How does Rubel Advisors source its advisory engagements?
The firm does not operate a conventional sales organization. Client engagements appear to be generated through the principals' long-standing professional networks in the San Francisco Bay Area and Pacific Northwest, coupled with the technical credibility established by their published blog and industry speaking. Rubel Advisors markets itself as a practitioner-led resource for buyers and operators who already understand they have a payments problem, rather than through broad-based solicitation.
Does Rubel Advisors invest its own capital or manage third-party funds?
No. Rubel Advisors is a pure advisory firm, not an investment manager or family office vehicle. Its engagements focus on strategy definition, transaction due diligence, and operational planning for other companies; there is no evidence the firm deploys discretionary principal capital or offers fund structures of any kind.
What is the firm's relevant experience in payfac and ISV acquisitions?
The firm specifically lists due diligence and transaction support for payments-related acquisitions as a core service line. Both principals have direct operating experience at ISOs, processors, payment service providers and technology startups, giving them an operational lens on revenue attribution, compliance infrastructure and software integration risks that generalist M&A advisors typically lack.
Does Rubel Advisors maintain offices outside the United States?
There is no evidence of offices outside the United States. The firm's website lists a US phone number, and the principals' professional biographies reference deep relationship networks concentrated in Northern California and the Pacific Northwest. International engagements, if any, are not publicly documented.
How is the firm's intellectual capital shared with the broader payments ecosystem?
Through its public-facing blog, The Not-So-Daily Blog. The principals publish occasional technical posts on topics such as SMS payments, embedded-payments user experience and risk management for ISVs. This blog serves as a low-volume demonstration of applied expertise, written for an audience of software operators and payments executives evaluating build-versus-buy decisions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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