Private Equity FinTech Advisory
Sure FinTech has a unique market position connecting fintech providers, buyers, and investors.
Private Equity Fintech Advisory helps investors to develop strategies, access dealflow, assess transactions and create post-deal value.
FinTech is changing fast
FinTech investment via venture capital and private equity has created 200+ unicorns and numerous exits.
New opportunities emerge as AI, APIs, and decentralised finance disrupt traditional markets and models.
Not all segments are equal, and since 2022 difficult commercial and funding conditions have challenged valuations.
Private Equity fintech advisory utilises Sure FinTech’s unique market position to help fintech investors to develop strategy, access dealflow, assess transactions and create post-deal value.
fintech unicorns globally
median fintech raise, 2024
global fintech funding, 2024
global fintech deals, 2024
Sectors
We provide Private Equity fintech advisory across a range of sectors.
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Family Offices
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Venture Capital Funds
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Private Equity Funds
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Sovereign Wealth Funds
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Special Situation Investors
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Limited Partners
Services
Comprehensive Private Equity fintech advisory to create value.
FinTech Strategy
Create sustainable value with expert advice on innovation, growth and transformation.
Industry Analysis
Understand emerging industry trends, business models, technologies and key players.
Deal Scouting
Identify fintech investment, divestment, and M&A opportunities to access deal flow.
Due Diligence
Expert evaluation of target company capability and sustainability. Validate commercial assumptions pre-deal.
Portfolio Optimisation
Drive value by applying FinTech expertise to improve technology and financial services performance.
Portfolio Review
Identify risks and opportunities with an independent review of fintech investments and portfolios.
Global fintech investment has decreased since 2021. In 2024, USD 33.7bn was raised in 3,580 deals. Median deal sizes increased to USD 4m, implying there is still funding for early and late-stage companies with growth prospects. Payments and Lending remain key segments, with Crypto Assets and AI rapidly gaining momentum. IPO and M&A activity remains subdued.
FinTech is a key sector for early-stage investors, regularly accounting for over 20% of annual investments. Angels, family offices and VC funds are active. Crypto assets, payments and neobanking attract most fintech investment. Leading investors in FinTech include Accel, Andreessen Horowitz, Balderton Capital, Bessemer Venture Partners, Index Ventures, Lightspeed Venture Partners, QED Investors, Ribbit Capital and Speedinvest.
FinTech is a key sector for growth and buyout investors, regularly accounting for over 20% of annual investments. Family offices, private equity funds and trade buyers are active. Crypto assets, payments and neobanking attract most fintech investment. Leading private equity investors in FinTech include Advent International, Apollo Global Management, Bain Capital, Blackstone, Carlyle Group, CVC Capital Partners, EQT, KKR, Mastercard, Temasek, Softbank, Visa, Vista and Warburg Pincus.
Cryptocurrency exchange Coinbase listed in April 2021 with a valuation of approximately. USD 86bn. As of mid-2025, several large FinTechs including Plaid, Stripe, Klarna and Revolut remain private but are actively reviewing jurisdictions and conditions.
It pays to be Sure
From start-up to scale, Sure is by your side.