A gift card and loyalty company, not a POS side feature

Our story

Factor4 was founded in 2015. Factor4 acquired the gift card book of business and license from SparkBase, Inc. on May 27, 2015, bringing roughly 11,000 gift and loyalty customers with it. The founding team had already built and sold a gift card and loyalty provider, so the company started with an installed base and an operating playbook rather than a prototype.

Factor4's real-time stored value platform allows for a feature rich offering to our clients. We empower businesses of all sizes to identify and monetize customer loyalty.

75+ years of gift and loyalty expertise

Factor4's leadership represents over 75 years of merchant service and gift card and loyalty expertise. That matters in a category where the hard parts are not the card design but liability tracking, escheatment questions, POS certification and migrating balances off a prior provider without any interruption to service, loss of gift card data, or heavy workload.

• Dan Battista

  CEO & Partner

  Former VP of Sales at ProfitPoint, Inc.; co-founded Streamline Business Services.

• Dana Carlin

  Chief Operating Officer

• Michael Pettit

  Director of Product Development

• Patty Stevenson

  Director of Administration

• Zach Kline

  Director of Customer Success and Training

• David Hickes

  Director of Partner Sales & Growth

• Alicia Young

  Operations Manager

• Jessica Coffey

  Customer Service Manager

• Steve Levely

  Strategic Advisor to the Board of Directors

  Gift Card & Loyalty Industry Veteran, appointed September 23, 2025.

Founders: Jim Battista, Craig Davis, Leo Welf.

14,000+ merchants

Factor4 serves over 14,000 customers and growing. They range from single-location restaurants and salons to multi-location franchise groups and municipal community card programs, and they reach Factor4 through direct relationships as well as payment processors, ISOs, ISVs and VARs.

Broomall, PA — and in-house US support

The company operates from 620 Parkway Drive, Suite 4, Broomall, PA 19008. Support is not outsourced: the same in-house team that knows the POS integrations answers the phone at 1 (484) 471-3963. After-hours support monitored as needed.