Visa’s Acquisition of Plaid
Fintechs Serve a Large Addressable Market with
Very High Growth Rates
Internet Enabled Consumers¹
(Billions)
2014
2019
2015 18%
2017
3.1
Fintech Adoption²
% of internet enabled consumers
using at least 1 fintech app
2019
4.5
50%
43%
CAGR
% of World
Population
42%
75%
59%
Users of Select Fintechs³
Fintech users growing 50%+
(Millions)
Credit Karma
Venmo
Coinbase
Mint
Square Cash
NuBank
Toss
Clearscore
Etoro
Revolut
So Fi
Circle
Robinhood
Transferwise
Rainist
MoneyLion
Chime
Acorns
Monzo
N26
Dave
Stash
Source: 1. Internet World Stats; 2. Ernst & Young; 3. Individual company information; Not all are Plaid customers; 4. CB Insights
7
6
6
8
7.5
5
5
5
4.5
3.6
3.5
3.5
1.7
10
10
15
15
13
20
30
40
YOY Growth
~18%
N/A
~36%
~26%
~100%
~150%
N/A
N/A
N/A
~167%
100
N/A
N/A
~100%
~50%
N/A
~80%
N/A
N/A
~137%
~96%
N/A
~100%
Fintech Funding4
VC-backed
$120
Billion
(7,688 Deals)
in the last 5 years
59
Unicorns
Valued over
$200 billion
Ⓒ2020 Visa. All rights reserved.
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