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15 handpicked stocks

Embedded-Finance Infrastructure

These innovative companies provide the essential API infrastructure that enables any business to seamlessly integrate financial services into their products. Carefully selected by our analysts, these stocks represent the invisible technology powering the next generation of banking, lending, and insurance experiences.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at Jun 17

About This Group of Stocks

1

Our Expert Thinking

We've focused on the companies building the technological foundation that allows non-financial businesses to offer banking, lending, and insurance products within their apps. These API providers and white-label platforms are expanding the total addressable market for financial services dramatically.

2

What You Need to Know

This portfolio targets pure-play technology providers—not the consumer-facing brands using their tools. These B2B infrastructure players handle complex backend processes like payment processing, loan origination, and regulatory compliance, enabling seamless financial experiences.

3

Why These Stocks

These companies are strategically positioned as force-multipliers in the digital economy. As consumer demand for integrated financial services grows, these infrastructure providers benefit from widespread adoption across industries, potentially unlocking substantial growth opportunities.

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

UPST

Upstart Holdings, Inc.

UPST

Current price

$78.36

Its AI-powered platform enables partner banks and lenders to originate and underwrite consumer loans more effectively.

SOFI

SoFi Technologies, Inc.

SOFI

Current price

$21.81

Through its Galileo technology platform, it provides critical API-based infrastructure for card issuing and digital banking to other fintech companies...

Through its Galileo technology platform, it provides critical API-based infrastructure for card issuing and digital banking to other fintech companies.

AFRM

Affirm Holdings Inc

AFRM

Current price

$68.90

Its technology allows e-commerce merchants to seamlessly embed buy-now-pay-later financing options directly at the point of sale.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+62.32%

Group Performance Snapshot

62.32%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 62.32% over the next year.

13 of 15

Stocks Rated Buy by Analysts

13 of 15 assets in this group are rated Buy by professional analysts.

7.7% vs 4%

Group Growth vs Bank interest

This group averaged a 7.7% return last month, beating the typical 4% bank rate.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Expanding Market Opportunity

As more brands look to add financial services to their apps, these infrastructure companies are positioned to capture a rapidly growing market. The embedded finance revolution is just beginning.

🔌

The Hidden Tech Powering Everything

While consumer fintech apps get all the attention, these companies provide the crucial behind-the-scenes infrastructure that makes it all possible. They're the essential building blocks of modern finance.

💡

Early Days of a Major Shift

Industry experts predict that embedded finance could be a trillion-dollar opportunity. These companies are at the forefront of transforming how financial services are delivered.

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