Private Equity FinTech Advisory
We work with family offices, venture capital and private equity funds, providing unique insights on FinTech opportunities.
Private Equity Fintech Advisory helps clients to develop strategies, access deal flow, assess transactions, and create post-deal value.
FinTech is changing fast
FinTech investment via venture capital and private equity has created 400+ 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 develop strategies, assess opportunities and create post-deal value.
fintech unicorns globally
median fintech raise, 2024
global fintech funding, 2024
global fintech deals, 2024
Private Equity 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 for Private Equity
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 regulations, business models, technologies and players.
Deal Scouting
Identify fintech investment, divestment, and M&A opportunities to access deal flow.
Commercial Due Diligence
Expert evaluation of target company performance and sustainability. Validate commercial assumptions pre-deal.
Technical Due Diligence
Assess IT architecture and applications to identify challenges, opportunities, roadmaps and investment needs.
Regulatory Due Diligence
Understand regulatory and voluntary standards, implment technical and policy responses.
Digital Transformation
Identify opportunities to improve operational outcomes, define goals, and plan for change.
Portfolio Review
Identify risks and opportunities with an independent review of your FinTech investments.
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.