MoneyLion Investor Day Presentation Deck
Massive and Expanding Market Opportunity
Enterprise
$185B
MoneyLion
US Embedded
Finance Market (2)
US Non-Financial
Services Digital Ad
Spend (1)
US Financial
Services Digital
Ad Spend (1)
Consumer
$250B
Spend (3)
Save (4)
Invest (5)(6)
Sources
Enterprise TAM sources: (1) U.S. Digital Ad Spend for Financial Services of $24B and total U.S. Digital Ad Spend of $164B; source: eMarketer. (2) Embedded Finance Brief (2022), Bain.
Consumer TAM represents fee pools for consumer finance solutions; sources: (3) Nilson, Federal Reserve, U.S. Census Bureau, ValuePenguin; estimated 2019 debit and credit card interchange fees plus estimated revenue opportunity for point-of-sale
financing using Q3 2020 LTM e-commerce sales; (4) SNL; Q3 2020 LTM service charges on deposit accounts for U.S. regulated depositories and credit unions; excludes depositories with assets under $1B; (5) Statista; assumes 25bps fee on ~$3T of
forecasted digital asset manager AUM; (6) PMA, Statista; assumes financial services account for ~35% of $8.2B of affiliate derived revenue.
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