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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.
Authors
Portfolio Manager
Portfolio Manager
Mariia Semikhatova
Equity Analyst
Top keywords
Summary
- Capital markets see surge in IPOs and private fund-raising
- Stablecoin adoption by traditional finance accelerates
- 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.
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Important information
This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.
