Capital Markets

State of Fintech 2024 Report

State of Fintech 2024 Report

From a 7-year low in dealmaking to M&A gaining steam, we break down key changes in the fintech landscape using CB Insights data.

Jan 14, 2025

Fintech 100: The most promising fintech startups of 2024

Fintech 100: The most promising fintech startups of 2024

The Fintech 100 is CB Insights’ annual list of the 100 most promising private fintech companies in the world.

Oct 24, 2024

State of Fintech Q3’24 Report

State of Fintech Q3’24 Report

Fintech deal volume reaches its lowest point since 2017 as investors shift bets to more emerging areas of opportunity.

Oct 15, 2024

Fintech: Top research and trends to watch

Fintech: Top research and trends to watch

Bet on the right financial services tech markets. Dig into your rivals’ strategies. Identify the best startups.

Oct 10, 2024

State of Fintech Q2’24 Report

State of Fintech Q2’24 Report

Two blockbuster deals buoy an otherwise flat quarter for the sector.

Jul 16, 2024

3 ways financial institutions are embracing generative AI

3 ways financial institutions are embracing generative AI

Generative AI holds transformative potential for financial services, but unlocking it won't come without addressing security and regulatory concerns along the way. We break down how financial institutions and fintech startups are navigating the emerging space.

Jun 25, 2024

State of Fintech Q1’24 Report

State of Fintech Q1’24 Report

Investors remain cautious in fintech, with funding declining to its lowest quarterly level since 2017 even as deals tick up.

Apr 18, 2024

Analyzing MassMutual’s growth strategy: How the insurance giant is expanding across capital markets, fintech, and healthcare

Analyzing MassMutual’s growth strategy: How the insurance giant is expanding across capital markets, fintech, and healthcare

We mined MassMutual's acquisitions, investments, partnerships, and joint ventures to discern the company's strategic priorities.

Mar 29, 2024

State of Fintech 2023 Report

State of Fintech 2023 Report

Fintech startups hit a wall in 2023, with annual funding cut by half.

Jan 18, 2024

How are financial services players jumping on the LLM opportunity?

How are financial services players jumping on the LLM opportunity?

Financial services incumbents and leading fintech companies are integrating large language models into their workflows. We dive into their various adoption strategies.

Dec 18, 2023

State of Fintech Q3’23 Report

State of Fintech Q3’23 Report

Global fintech funding showed signs of stabilizing in Q3'23, falling by just 3% QoQ.

Oct 18, 2023

Fintech 100: The most promising fintech startups of 2023

Fintech 100: The most promising fintech startups of 2023

The Fintech 100 is CB Insights' annual list of the 100 most promising private fintech companies in the world. This year’s winners are working on A2A payments, spend management automation, embedded finance, and more.

Oct 3, 2023

State of Fintech Q2’23 Report

State of Fintech Q2’23 Report

The global fintech ecosystem slows down in Q2’23, with funding and deals falling to levels not seen since 2017.

Jul 19, 2023

Analyzing UBS’s growth strategy: How the global investment bank is doubling down on technology bets

Analyzing UBS’s growth strategy: How the global investment bank is doubling down on technology bets

We mined UBS's investments and partnerships to discern the firm's strategic priorities.

Jul 6, 2023

ESG Market Map: 115 companies powering ESG-focused investing and banking

ESG Market Map: 115 companies powering ESG-focused investing and banking

From climate risk analytics to carbon footprinting, this Market Map highlights the companies bringing ESG and sustainable finance to institutional investors, banks, and individuals.

May 24, 2023

Y Combinator’s fintech investment strategy focuses on B2B offerings, especially treasury automation

Y Combinator’s fintech investment strategy focuses on B2B offerings, especially treasury automation

We analyze the 48 fintech startups in YC’s Winter 2023 cohort that are transforming treasury management, payments, crypto, and more.

May 24, 2023

What Robinhood’s performance could signal for rival retail investment apps and their valuations

What Robinhood’s performance could signal for rival retail investment apps and their valuations

There's a disconnect between Robinhood’s challenges and the lofty valuations of private retail investing apps. We take a look at why Trade Republic, Acorns, and other unicorns are at risk of valuation resets.

May 16, 2023

Analyzing Nasdaq’s growth strategy: How the capital markets giant is diversifying its tech offerings

Analyzing Nasdaq’s growth strategy: How the capital markets giant is diversifying its tech offerings

We mined Nasdaq's acquisitions, investments, and partnerships to discern the company's strategic priorities.

May 15, 2023

How BlackRock, Citigroup, and JP Morgan use AI to deliver more accurate ESG datasets to investors at scale

How BlackRock, Citigroup, and JP Morgan use AI to deliver more accurate ESG datasets to investors at scale

From sustainability ratings to risk management, we take a look at how BlackRock, Citigroup, and JP Morgan are investing in AI to solve ESG’s incomplete data problem.

May 2, 2023

The State of Fintech in 5 charts: Funding rebounds due to Stripe, while deals continue to fall in Q1’23

The State of Fintech in 5 charts: Funding rebounds due to Stripe, while deals continue to fall in Q1’23

The global fintech ecosystem isn’t out of the woods yet, despite funding in Q1’23 rising 55% quarter-over-quarter.

Apr 18, 2023

3 applications of generative AI in financial services

3 applications of generative AI in financial services

We break down how financial institutions can leverage generative AI across banking, fraud prevention, wealth management, and more — and identify the tech vendors making it possible.

Apr 3, 2023

200 companies automating regulatory and compliance efforts for financial institutions

200 companies automating regulatory and compliance efforts for financial institutions

Regulatory and compliance management is becoming increasingly complex. This Market Map highlights regtech companies helping financial institutions navigate the hurdles in front of them.

Mar 31, 2023

Analyzing Sequoia Capital’s investment strategy: How the VC is keeping its faith in fintech

Analyzing Sequoia Capital’s investment strategy: How the VC is keeping its faith in fintech

We identify Sequoia Capital’s top priorities in fintech across capital markets, payments, payroll tech, and more.

Feb 21, 2023

Analyzing a16z’s fintech investment strategy: Where did the VC place its biggest bets in 2022?

Analyzing a16z’s fintech investment strategy: Where did the VC place its biggest bets in 2022?

We identify a16z’s top priorities in fintech across payments, blockchain, banking, and more.

Jan 26, 2023

Prioritizing 8 technologies helping wealth managers and financial advisors maintain a competitive edge

Prioritizing 8 technologies helping wealth managers and financial advisors maintain a competitive edge

From risk analytics to portfolio modeling, this MVP Technology Framework evaluates B2B tech solutions wealth managers and financial advisors are using to streamline and customize their offerings.

Jan 26, 2023

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