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Our Practice Areas
Finance & Investment
An estimated 2 billion people lack access to formal financial services, like bank accounts, that are critical to transact efficiently, accumulate wealth, and protect against shocks. Additionally, 200 million informal and formal businesses are financially unserved or underserved – without access to the capital they need to grow.
About Finance & Investment
Dalberg works with companies, foundations, development institutions, and governments to develop innovative strategies for providing high-quality, appropriate financial services to underserved individuals, communities, and businesses.
- We design innovative solutions such as savings products, incentive programs, as well as business models to bring tailored financial services to the underserved, including smallholder farmers and micro-entrepreneurs. We develop and help scale these products and services based on our deep sector-specific knowledge, human-centered design capabilities, and advanced data analyses.
- We catalyze investment by assessing markets and conducting in-depth, cutting edge research in new areas including digital payments and remittances.
- We promote learning and performance management by evaluating projects and initiatives, recommending iterative changes based on our findings, and helping to ensure that initiatives continue to increase financial inclusion over time.
- We bring together public and private sector stakeholders from across the financial services ecosystem via platforms that facilitate collective action at a systemic level. These platforms work to advocate for policy, set industry standards, and drive projects that require multi-stakeholder collaboration.
Connect with our Leaders
MARCOS PAYA
Partner
Marcos Paya is a Partner and Director of the Mexico City office, where he leads teams and clients in solving some of the world’s most pressing development challenges.
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NICK WHALLEY
Associate Partner
Nick Whalley is an Associate Partner and Co-lead of Dalberg’s Finance and Investment practice based in London, where he has provided advisory support to multilateral development banks, DFIs,…
Learn MoreOur Ideas
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From Closing the Gap to Setting the Standard: The State of Philanthropic Giving in the Indian American Diaspora
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From Public Funds to Commercial Finance: Evaluation of the FMO Progression Model
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The DPI Impact: Visualizing Finance, Climate, and Justice in 2030
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How Digital Financial Advisory Tools Can Help Lower Income Americans Retire
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The Opportunity to Improve MSME Support in Honduras
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How to Invest in an Inclusive Business Recovery in Latin America
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Insuring India’s poor through this pandemic—it’s time for Citizens to pick up the mantle
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Financing ‘Missing Middle’ enterprises in the age of Covid-19: leveraging nontraditional finance pathways in emerging markets
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Closing the Gaps: Finance Pathways for Serving the Missing Middles
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How entrepreneurship can improve the lives of women
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The five-minute loan
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Financial Inclusion Fit to Size: Customizing Digital Credit for Smallholder Farmers in Tanzania
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Global landscape study on digitizing P2G payments
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Direct-to-farmer finance: business models for serving the hardest-to-reach smallholders
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Direct to Farmer Finance Innovation Playbook
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