Interesting stats about private FinTech companies
Valuations of non-listed digital banking providers ($ bn):

  • Revolut - c. $ 33bn
  • N26 - c. $ 9bn
  • Klarna - c. $ 7bn
  • Qonto - c. $ 5bn
  • Monzo - c. $ 4.5bn


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Source: FT

Revenue/ Cost per customer (non-listed FinTech companies):


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Source: FT
Al G's avatar
I’d love to buy-in
Todor Kostov's avatar
@alg Only available for VCs
Al G's avatar
The cost vs revenue per customer is an eye opener. Amazing find
Todor Kostov's avatar
@alg The acquisition costs per customer are still way too high.
Yegor's avatar
Seems like tinkoff and wise are the only two that really outpace in a good way
Todor Kostov's avatar
@from100kto1m Correct. It's still early days though.
StockOpine's avatar
Thanks for sharing Todor. Atom’s discrepancy is huge!
Todor Kostov's avatar
@stockopine Challenging times for them when capital won't be cheap within the next couple of years.
Igor Bungee's avatar
Nu Bank looks good
Todor Kostov's avatar
@igorde Quite balanced for the time being.
Devin LaSarre's avatar
Would love to see the methodology driving the 'implied valuations'.
Todor Kostov's avatar
@devinlasarre I think they should have used numbers based on their latest funding rounds. At least, Klarna follows that logic based on the numbers provided from FT (using Morgan Stanley's and Pitchbook data).

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