Theme
Emerging-markets fintech
Neobanks, super-apps, and cross-border payment rails serving Latin America, Southeast Asia, and the broader emerging-market consumer.
Emerging-markets fintech is where billions of underbanked consumers move onto digital rails for the first time. The category captures both profitable structural compounders (Nubank, MercadoLibre) and turnaround / deep-value plays in Brazilian payments. Returns are dominated by deposit and credit-portfolio growth, monetization of payment flow, and FX risk against the dollar.
Companies · 10
Kaspi.kzKSPI
Market cap$15B
Conviction5 / 5
Emerging-markets fintechNeobanksVertical & next-gen payments
Read profileMercadoLibre, Inc.MELI
Market cap$82B
Conviction4 / 5
Emerging-markets fintechVertical & next-gen payments
Read profileNu Holdings Ltd.NU
Market cap$45B
Conviction4 / 5
Emerging-markets fintechNeobanks
Read profileSea LimitedSE
Market cap$48B
Conviction3 / 5
Emerging-markets fintech
Read profileInter & Co, Inc.INTR
Market cap$1.8B
Conviction3 / 5
Emerging-markets fintechNeobanks
Read profileRemitly Global, Inc.RELY
Market cap$4.0B
Conviction3 / 5
Cross-border paymentsEmerging-markets fintech
Read profileDLocal LimitedDLO
Market cap$2.0B
Conviction3 / 5
Emerging-markets fintech
Read profileXP Inc.XP
Market cap$6.4B
Conviction3 / 5
Emerging-markets fintechRetail brokerage
Read profilePagSeguro Digital Ltd.PAGS
Market cap$1.4B
Conviction2 / 5
Emerging-markets fintech
Read profileStoneCo Ltd.STNE
Market cap$2.4B
Conviction2 / 5
Emerging-markets fintech
Read profile