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Trends and Developments Contributed by: Sam Davidson Davidson Firm PLLC
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Davidson Firm PLLC is a New York and Wyoming- based boutique law firm advising fintech companies, financial institutions, and other innovative technol - ogy-driven businesses on financial regulatory and commercial matters across the United States, Eu - rope, and Latin America. The firm advises on banking- as-a-service (BaaS), embedded finance, payments, software, and digital banking, with related expertise in regulatory strategy, partner bank arrangements, money transmission licensing, commercial contract - ing, product counsel, data privacy, BSA/AML compli - ance, secured transactions, and investment adviser
(RIA) matters. Its representative matters include the structuring and negotiation of BaaS programmes, multi-state licensing strategy, Wyoming public trust company charters, secured lending and collateral ar - rangements, complex commercial agreements, and RIA formation and compliance. The firm is regularly engaged by founders and management teams of high-growth and emerging companies, as well as es - tablished institutions, to advise on the development and scaling of regulated financial products. It delivers commercially grounded counsel to clients operating in complex and highly regulated markets. programmes, navigating money transmission licensing, and designing innovative regulatory frameworks, including Wyoming public trust company charters. Prior to founding the firm, he held senior in-house legal roles at prominent fintech companies, where he operated at the intersection of product, compliance, and commercial strategy. He is admitted to practice in New York, New Jersey, and Wyoming, and is active in the fintech regulatory and industry community.
Author
Sam Davidson is the founder and managing partner of Davidson Firm PLLC, a fintech and financial regulatory law firm operating in New York and Wyoming, and has over a decade of experience advising
leading fintech companies and financial institutions. He specialises in banking-as-a-service, embedded finance, payments, and regulatory strategy, with particular expertise in structuring partner bank
Davidson Firm PLLC 829 Park Avenue Apt. 4A New York, NY, 10021 USA Tel: 212 641 0047 Email: info@davidsonfirm.co Web: www.davidsonfirm.co
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