Serve First Solutions, Inc.

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Serve First Solutions, Inc. - overview

Established

2002

Location

Costa Mesa, CA, US

Primary Industry

Financial Services

About

Serve First Solutions, Inc. is a US-based company specializing in efficient payment processing solutions for B2B merchants, focusing on transparency and profitability for businesses across various sectors. Founded in 2002 and headquartered in Costa Mesa, California, Serve First Solutions, Inc. provides tailored payment processing services for B2B merchants.


In July 2025, Fortis Payment Systems, LLC, a portfolio company of Audax Private Equity, acquired Serve First Solutions, Inc. Serve First Solutions specializes in payment processing solutions tailored for B2B merchants, offering a range of products designed to optimize efficiency and profitability. Their core offerings include transparent interchange-plus pricing, Level III processing to reduce interchange fees, cost-effective point-of-sale (POS) systems for in-person transactions, and a functionality-enhanced mobile payments app for processing transactions via smartphones. These solutions address the complexities of payment processing for retailers, e-commerce businesses, and service providers across the US and Canada, particularly focusing on small to medium-sized enterprises (SMEs) requiring reliable systems.


Serve First Solutions generates revenue through transaction fees associated with its payment processing services, operating on a structure that includes B2B partnerships. Their pricing model employs simple, straightforward interchange-plus pricing, benefiting clients by minimizing processing costs. The organization emphasizes the importance of transparency in its pricing, ensuring clients are aware of costs without hidden fees. Their flagship mobile payments app and comprehensive POS solutions are critical components of their offerings, allowing clients to streamline operations and maximize profitability.


Current Investors

Fortis Payment Systems, LLC

Primary Industry

Financial Services

Sub Industries

e-Financial

Website

www.serve-first.com

Verticals

FinTech, FinTech, Mobile Apps

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Serve First Solutions, Inc. - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedServe First Solutions, Inc.-

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