We are Innovators of Efficient and Effective Solutions.
We realize the power of software to change the face of the wealth management and payments industries, giving you the ability to streamline business operations, increase revenue, and surpass your competitors.
Agreement Express provides innovative solutions that foster growth of revenue, increase profitability, and drive down servicing costs by simplifying compliance and optimizing the onboarding experience.
We gather, analyze, and process data in ways others simply don’t. By leveraging our technology, our partners are empowered to make smarter underwriting decisions, prevent fraud, and improve their client onboarding processes. For more than a decade, Agreement Express has helped our clients thrive... and we’ve only just begun.
The Story of How We Got Here.
Incorporated as “Recombo Inc.” for compliance & e-signature technology
Began servicing the payments sector
Introduced services to the wealth sector
Rebranded from "Recombo" to "Agreement Express"
Premiered new version of Agreement Express platform at Finnovate
Received investment funding from Frontier Capital
Fidelity & TDA integrated with Agreement Express
Released multi-account, multi-owner servicing feature for wealth software
Released end-to-end payment onboarding solution, Merchant ScanXpress
Meet the people who are responsible for making Agreement Express a disruptive innovator of solutions.
Chief Executive Officer
Former CEO of Zywave, Dave has been leading Agreement Express since 2019. He is laser-focused on intensifying the company’s efforts in product innovation, steering the strategic direction of our company, and sourcing additional strategic alliances and partnerships to further scale our software.
Chief Financial Officer
As a member of the team for over 3 years, Max has extensive experience in finance and accounting roles at SaaS, technology, and services companies of varying sizes. He's a data driven executive that is adapt at drilling down to the details on finance and business issues.
VP of Customer Success
As VP of Customer Success, Carmen delights in understanding our customer base and the industries in which they live and breathe. In an ever-changing economic environment, she strives to learn the needs of the customers, and proactively understand how to solve their biggest problems.
VP of Operations
As a member of the Agreement Express team for over four years, Kristy drives all aspects of operations within AEX with a strong focus on strategic initiatives and delivering key performance initiatives. She is passionate about the difference we can make for our clients and the opportunities to improve processes that presented bottlenecks in the past with automated software.
VP, HR & Strategic Projects
Wendy’s seven-year tenure with Agreement Express speaks for itself in terms of her ability to support our people and foster our culture and environment. Her background in operations and business-minded approach to HR have propelled the Agreement Express team to where it is today.
Director of Product
As Director of Product, Darryl has been driving product strategy at Agreement Express since 2017. Prior to that, he was managing the Agreement Express solution for a client for many years. His passion and deep expertise in the payments industry has led him to build strong relationships with Agreement Express clients globally.
Director of Engineering
As part of the team since 2016, Spero has developed a passion for solving Agreement Express' most difficult problems while propelling the platform to the cutting-edge. With his people-first mindset & technical expertise, Spero drives all aspects of Agreement Express' technical growth & strategy while continuing to develop Agreement Express' first-class Engineering team.
Want to start talking bigger ideas and better business?
Get in touch with us today.
“The people at Agreement Express are really what makes this work special. I’m very grateful to be working alongside so many sharp, thoughtful, and extraordinary colleagues.”