Directory
Every company we're tracking. Filter by industry, stage, tag, source, and more.
ACI Worldwide
Real-time payments software vendor on legacy on-prem systems, exposed to cloud-native, API-first rivals.
Deluxe Corporation
Check-printing company pivoting to payments and marketing services as its core business structurally declines.
FIS
Banking and payments technology vendor on complex legacy cores, exposed to cloud-native, transparent rivals.
Fiserv
Payments and core-banking giant stitched from acquisitions, vulnerable to API-first, transparently priced cloud challengers.
Visa
Card-payments network with high-margin interchange economics, exposed long-term to account-to-account rails and stablecoins.
WEX
Fleet and corporate payments provider with fragmented legacy products vulnerable to API-first, transparent challengers.