• Insight

Fintech's relentless momentum in 10 key charts

While hyperscalers are dominating headlines, we believe the exciting progress in the fintech sector should be on every investor’s radar in 2026 and beyond.

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Authors

    Portfolio Manager
    Portfolio Manager
    Portfolio Manager
    Mariia Semikhatova
    Equity Analyst

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Summary

  1. Capital markets see surge in IPOs and private fund-raising
  2. Stablecoin adoption by traditional finance accelerates
  3. Neobanks profitable and scaling up fast

The Robeco Fintech Equities strategy invests in a universe composed of five segments: Payments, Financial Infrastructure, Financial Management, Data & Analytics and Digital Assets. This makes for a diverse portfolio benefiting from the ongoing digitization and tokenization of the financial sector. Across every segment, the fintech sector in 2025 has made significant progress, with advancements driven by artificial intelligence (AI), embedded finance, open banking, and blockchain technology enabling the finance industry to deliver new and enhanced products and services. In this insight we have collected 10 charts to capture the moment and set the scene for an exciting 2026.

Download the complete pdf of ‘Fintech’s relentless momentum in 10 key charts’


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