Fintech
Digital payments, neobanks and financial services digitization.
Active institutional exposure flipped from a net outflow of $70.2 billion in Q1 2026 to a net inflow of $2.6 billion in Q2 2026. 48.4% of companies in this theme saw increased active positions in Q2 2026.
Ecosystem Map
Digital brokerage, investing, wealth-management and market-infrastructure platforms. Excludes asset managers without material technology-led distribution.
Digital-first consumer or SME banks and app-led financial-account platforms. Includes regulated banks and digital-account providers; excludes traditional banks without a material digital-first franchise.
Merchant acquiring, card networks, payment processing and payment-enablement software. Excludes banks whose payments exposure is incidental.
Digital underwriting, consumer/SME credit marketplaces and BNPL platforms. Excludes conventional banks and card issuers unless platform economics are central.
Bottleneck Tracker
Bottleneck details are part of the Pro plan.
Recent Discoveries
Recent discoveries are part of the Pro plan.