This analysis tracks recent specific company developments and how markets responded, anchored to Thursday's close.

Fintechs are moving from unbundling banking to owning more of the infrastructure, licenses, and customer relationships around their businesses.

The Big Bank Theory Awards by Tearsheet recognize the companies driving that evolution, from established and challenger banks ...

Fiserv’s next phase is about making its sprawling infrastructure work as one system – a high-stakes task given how deeply ...

Fiserv’s next phase is about making its sprawling infrastructure work as one system – a high-stakes task given how deeply ...

SoFi Coach keeps members' long-term goals in view as they make everyday decisions about spending, saving, and debt.

NVIDIA, Revolut, and Citi are facing new questions around AI safety, going public, and cybersecurity as their businesses evolve.

Affirm is betting that extracting new signals from existing data can turn its transaction-level consumer view into a competitive advantage.

This analysis tracks recent specific company developments and how markets responded, anchored to Thursday's close.

U.S. Bank has recently expanded its embedded payments suite in response to growing demand for more integrated solutions. By making this move, the bank is emphasizing the importance of embedded ...

Fifth Third's embedded finance play in the form of Newline has been yielding the firm results with the bank’s commercial payments revenue reported to have grown by 10% at the end of Q3 compared to the ...

Grasshopper has recently grown its talent pool by bringing on four new executives to fill key roles in startup banking, embedded finance, product management, and SMB/SBA lending. We look at how team ...