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.

merchant experience

Our Mission

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

Our Leaders

Meet the people who are responsible for making Agreement Express a disruptive innovator of solutions.

David O'Brien

David O’Brien

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.

Larry Brown

Larry Brown

Chief Financial Officer

Larry has a proven track record of improving cash flow, profitability, and operations. He brings a wealth of experience and knowledge of merger and acquisition activities, as he previously worked as the CFO of private equity and venture capital-backed companies.

Burke LaShell

Burke LaShell

Chief Technology Officer

As CTO at a previous company, Burke saw an increase from $11 million to $30 million in revenue over the span of just eight years. With over 20 years of experience delivering major software products to clients, he is passionate about creating an environment that nurtures innovation and yields exceptional results.

Carmen Ballard

Carmen Thoms

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.

Kristy Maurice

Kristy Hissa

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.


Wendy Best

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.

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.

Kristy Hissa