Fintech’s powerful momentum: 10 key charts

This Robeco report, authored by portfolio managers Patrick Lemmens, Michiel van Voorst, and Koos Burema, explores the growth momentum of fintech through ten key industry charts.

• Capital Markets Recovery: Post-COVID and U.S. election tailwinds drive M&A and IPO activity, with notable exits and unicorn growth.  
• Digital Payments: Digital wallets gain traction, accounting for 37% of U.S. e-commerce value, while Apple and emerging players lead innovation.  
• Neobanks’ Profitability: Major neobanks like Chime and SoFi achieve profitability, signaling maturity in fintech business models.  
• Digital Assets: Stablecoins and crypto ETFs gain institutional adoption, bridging traditional and digital finance ecosystems.

For a detailed analysis of these trends and investment opportunities, access the full report.