Source-grounded facts extracted from Finwise Bancorp's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Finwise Bancorp reported the quarter ended March 31, 2026 results: revenue $28.1 million, net income $2.7 million, EPS $0.20.
“totaled $1.7 billion, compared to $1.6 billion for the quarter ended December 31, 2025, and $1.3 billion for the first quarter of the prior year • Net interest income was $28.1 million, compared to $24.6 million for the quarter ended December 31, 2025, and $14.3 million for the first quarter of the prior year • Net income was $2.7 million, compared to $3.9”
Finwise Bancorp engaged Baker Tilly US, LLP as its auditor.
“the Audit Committee of the Company’s Board of Directors approved the appointment of Baker Tilly, as the successor to Moss Adams, as the Company’s independent registered public accounting firm.”
Moss Adams LLP resigned as auditor of Finwise Bancorp.
“On June 3, 2025, FinWise Bancorp, (the “Company”) was notified that Moss Adams LLP (“Moss Adams”), the Company's independent registered public accounting firm, merged with Baker Tilly US, LLP effective on June 3, 2025. The combined audit practices operate as Baker Tilly US, LLP (“Baker Tilly”). In connection with the notification of the merger, Moss Adams has resigned as the auditors of the Company and the Audit Committee of the Company’s Board of Directors approved the appointment of Baker Tilly, as the successor to Moss Adams, as the Company’s independent registered public accounting firm.”
Finwise Bancorp: Eliminated 66 2/3% supermajority shareholder vote requirement to amend bylaws and replaced with majority vote standard (effective 2025-04-16).
“On April 16, 2025, the Board approved and adopted an amendment to the Company’s Amended and Restated Bylaws (the “Amended and Restated Bylaws”) which became effective upon its approval and adoption by the Board. The amendment eliminated the 66 2⁄3% supermajority shareholder vote required for shareholders to amend the Company’s bylaws and replaced it with a majority vote standard.”
Natasha L. Clayton was appointed as Chief Operating Officer and Executive Vice President at Finwise Bancorp.
“On October 29, 2024, FinWise Bancorp (the “Company”) appointed Natasha L. Clayton as Chief Operating Officer and Executive Vice President of FinWise Bank, a wholly owned subsidiary of the Company (the “Bank”).”
Susan Ehrlich was appointed as Class III Director at Finwise Bancorp.
“the Board of Directors (the “Board”) of FinWise Bancorp (the “Company”) expanded the size of the Board to nine directors and appointed Susan Ehrlich as a Class III Director”
Finwise Bancorp reported the quarter ended March 31, 2024 results: net income $3.3 million, EPS $0.25.
“FINWISE BANCORP REPORTS FIRST QUARTER RESULTS - Net Income of $3.3 Million for First Quarter of 2024 - - Diluted Earnings Per Share of $0.25 for First Quarter of 2024”
Javvis Jacobson changed role as Chief Financial Officer and Executive Vice President at Finwise Bancorp.
“On March 26, 2024, Javvis Jacobson ceased to serve as Chief Financial Officer and Executive Vice President of both the Company and the Bank but will continue to serve as Treasurer of the Bank.”
Robert E. Wahlman was appointed as Chief Financial Officer and Executive Vice President at Finwise Bancorp.
“On March 26, 2024, the Company appointed Robert E. Wahlman as Chief Financial Officer and Executive Vice President of both the Company and the Bank.”
Kent Landvatter changed role as President at Finwise Bancorp.
“On March 26, 2024, Kent Landvatter ceased to serve as President of the Company but will continue to serve as its Chairman and Chief Executive Officer, as well as Chairman and Chief Executive Officer of the Bank.”
James Noone was appointed as President at Finwise Bancorp.
“On March 26, 2024, FinWise Bancorp (the “Company”) appointed James Noone as its President.”
Finwise Bancorp reported the quarter ended December 31, 2023 results: net income $4.2 million, EPS $0.32.
“FinWise Bancorp (the “Company”), dated January 29, 2024, reporting the Company’s financial results for the fiscal quarter ended December 31, 2023.”
Finwise Bancorp amended Amendment to the Purchase Agreement with Business Funding Group, LLC and four members of BFG (effective 2024-01-26).
“On January 26, 2024, the Company and the Sellers entered into an Amendment to the Purchase Agreement (the “Amendment”) pursuant to which: a. The Company will acquire an additional 10% nonvoting ownership interest in BFG (the “Transaction”).”
Dawn Cannon departed as Chief Operating Officer and Executive Vice President at Finwise Bancorp.
“On December 8, 2023, Dawn Cannon notified FinWise Bank (the "Bank"), a wholly owned subsidiary of FinWise Bancorp (the "Company"), of her decision to retire from her role as the Chief Operating Officer and Executive Vice President of the Bank effective as of December 13, 2023 (the "Effective Date") in order to spend more time with family.”
Finwise Bancorp reported fiscal quarter ended September 30, 2023 results: net income $4.8 million, EPS $0.37.
“Net income was $4.8 million for the third quarter of 2023, compared to $4.6 million for the second quarter of 2023 and $3.7 million for the third quarter of 2022.”
Finwise Bancorp reported the quarter ended June 30, 2023 results: net income $4.6 million, EPS $0.35 per diluted share.
“FINWISE BANCORP REPORTS SECOND QUARTER 2023 RESULTS - Net Income of $4.6 Million for Second Quarter of 2023 - - Diluted Earnings Per Share of $0.35 for Second Quarter of 2023”
Finwise Bancorp entered into Membership Interest Purchase Agreement with Business Funding Group, LLC and four members of BFG (effective 2023-07-25).
“On July 25, 2023, FinWise Bancorp (the "Company") entered into a Membership Interest Purchase Agreement (the “Purchase Agreement”) with Business Funding Group, LLC (“BFG”) and four members of BFG (“Sellers”), pursuant to which the Company will acquire an additional 10% voting ownership interest in BFG (the “Transaction”).”
Finwise Bancorp shareholders approved Ratification of appointment of Moss Adams LLP as independent registered public accounting firm for fiscal year 2023 at the 2023-06-15 meeting.
“The shareholders of the Company ratified the appointment of Moss Adams LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2023. The final voting results were as follows: For Against Abstain Broker Non-Votes 9,784,592 73 1 0”
Finwise Bancorp shareholders approved Election of two director nominees to serve until the 2026 Annual Meeting at the 2023-06-15 meeting.
“The shareholders of the Company elected each of the director nominees proposed by the Board of Directors. The final voting results were as follows: Nominee For Withheld Broker Non-Votes Lisa Ann Nievaard 6,536,342 1,571,861 1,676,463 Gerald E. Cunningham 6,661,621 1,446,582 1,676,463”
Finwise Bancorp reported first quarter of 2023 results: net income $3.9 million, EPS $0.29.
“FINWISE BANCORP REPORTS FIRST QUARTER 2023 RESULTS - Net Income of $3.9 million for First Quarter of 2023- - Diluted Earnings Per Share of $0.29 for First Quarter of 2023-”
James Noone was appointed as President, Chief Strategy Officer & Chief Credit Officer at Finwise Bancorp.
“On March 21, the Board of Directors (the “Board”) of FinWise Bancorp (the “Company”) appointed James Noone as President, Chief Strategy Officer & Chief Credit Officer of FinWise Bank, a wholly owned subsidiary of the Company (the “Bank”).”
James Noone was appointed as Executive Vice President, Chief Strategy Officer & Chief Credit Officer at Finwise Bancorp.
“appointed Mr. James Noone as the Chief Strategy Officer & Chief Credit Officer and Executive Vice President of FinWise Bank, a wholly owned subsidiary of the Company (the “Bank”).”
James Noone was appointed as Chief Strategy Officer & Chief Credit Officer and Executive Vice President at Finwise Bancorp.
“On October 6, 2022, the Board also appointed James Noone as the Chief Strategy Officer & Chief Credit Officer and Executive Vice President of FinWise Bank, a wholly owned subsidiary of the Company (the “Bank”).”
Howard I. Reynolds was appointed as Lead Independent Director at Finwise Bancorp.
“On October 6, 2022, the Board appointed Mr. Kent Landvatter, the Company’s President and Chief Executive Officer, as Chairman of the Board and Mr. Howard I. Reynolds, the Vice Chairman of the Board, as Lead Independent Director, in each case in addition to their respective current positions with the Company.”
Kent Landvatter was appointed as Chairman of the Board at Finwise Bancorp.
“On October 6, 2022, the Board appointed Mr. Kent Landvatter, the Company’s President and Chief Executive Officer, as Chairman of the Board and Mr. Howard I. Reynolds, the Vice Chairman of the Board, as Lead Independent Director, in each case in addition to their respective current positions with the Company.”
Alan Weichselbaum was elected as Director at Finwise Bancorp.
“On October 6, 2022, the Board elected Mr. Alan Weichselbaum as a Class I director to fill the vacancy created as a result of Mr. Healey’s resignation.”
Russell Healey resigned as Chairman of the Board at Finwise Bancorp.
“On October 6, 2022, Mr. Healey, who served as Chairman of the Board, resigned from the Board, including the Audit, Compensation and Nominating & Corporate Governance Committees of the Board, for health reasons.”
David Tilis was terminated as Chief Strategy Officer and Senior Vice President at Finwise Bancorp.
“On June 15, 2022, the employment agreement, dated January 1, 2018, by and among FinWise Bancorp (the “Company”), FinWise Bank, a wholly-owned subsidiary of the Company (the “Bank”), and David Tilis, who was a named executive officer of the Company and served as the Chief Strategy Officer and Senior Vice President of the Bank, as amended (the “Employment Agreement”), expired in accordance with its terms and was not renewed. In this connection, Mr. Tilis’ employment was terminated on June 16, 2022.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.