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FintechFinancial TechnologyLead GenerationStartup Prospecting

How to Find Fintech Companies by Segment and Funding Stage

How to find fintech companies by segment and funding stage for sales prospecting. Covers databases, funding trackers, and AI-powered list building for fintech sales.

Austin Kennedy
Austin Kennedy4 min read

Founding AI Engineer @ Origami

Global fintech funding topped $40 billion in 2025 despite the broader venture slowdown. The sector spans payments, lending, insurance, banking, wealth management, crypto, and more — each segment with its own ecosystem of startups, growth companies, and enterprises.

If you sell to fintech companies — compliance tools, cloud infrastructure, data services, marketing, or banking partnerships — you need to find them by segment, not just "fintech" broadly.

Quick Answer: To find fintech companies by segment and funding stage, use Crunchbase (filter by "Financial Services" + sub-category + funding round), PitchBook for deeper data, CB Insights fintech lists, and Origami to build enriched lists combining funding data with company details and decision-maker contacts. For specific segments, use industry-specific directories like FT Partners (investment banking data) or Finovate (demo day companies).


Fintech Segments and What They Buy

Segment Examples What They Need
Payments Stripe, Square, Adyen Compliance, fraud detection, banking partners
Lending SoFi, Upstart, Kabbage Underwriting tools, loan servicing, compliance
Insurtech Lemonade, Root, Hippo Actuarial tools, claims management, distribution
Neobanking Chime, Dave, Current Core banking, KYC/AML, card issuing
Wealthtech Betterment, Wealthfront, Titan Portfolio management, compliance, data feeds
B2B Fintech Brex, Ramp, Mercury Accounting integrations, compliance, payments
Crypto/DeFi Coinbase, Uniswap, Alchemy Custody, compliance, blockchain infra
Regtech Alloy, Chainalysis, ComplyAdvantage Data, APIs, regulatory intelligence

Where to Find Fintech Companies

1. Crunchbase

Filter by industry "Financial Services" → sub-categories (payments, lending, etc.) → funding stage → location. The most accessible database for funded fintechs.

2. Origami

Tell Origami: "Find Series A fintech companies in the US focused on payments or lending. Include company name, funding amount, founding year, CEO name, email, and employee count." You get an enriched list ready for outreach.

3. PitchBook

The deepest venture and PE data. Filter by fintech sub-sector, deal type, and stage. Enterprise pricing but comprehensive.

4. CB Insights Fintech 250 / 100

Annual curated lists of top fintech companies by category. Good for identifying category leaders and emerging players.

5. Finovate and Money20/20 Alumni

Companies that demo at Finovate or present at Money20/20 are actively seeking visibility and partnerships. Conference attendee lists are goldmines.

Growth Signals in Fintech

  • New funding round (obvious — they're spending)
  • Hiring compliance or engineering at scale (scaling operations)
  • New state licenses (expanding geographic reach for lending/payments)
  • Partnership announcements (bank partnerships, API integrations)
  • Product launches (new products = new infrastructure needs)

Building Your Fintech Prospect List

Step 1: Choose your segment(s). Don't target "fintech" broadly.

Step 2: Filter by funding stage. Pre-seed/seed = early, limited budget. Series A-B = building, actively buying. Series C+ = established, longer sales cycles.

Step 3: Enrich with contacts. Find the CTO (for tech products), Head of Compliance (for regtech), or CEO (for early-stage).

Step 4: Reference their segment and stage in outreach.


FAQ

How do I find fintech companies by segment? Use Crunchbase filtered by financial services sub-categories, PitchBook, or CB Insights lists. Origami can build segment-specific lists with funding data and contacts.

What fintech segments are growing fastest? B2B fintech (Brex, Ramp), embedded finance, and regtech are seeing the strongest growth. Payments and lending remain the largest segments by revenue.

How do I find early-stage fintech startups? Filter Crunchbase by seed or Series A funding in the last 12 months. Check Finovate demo companies, Y Combinator batches, and fintech accelerator cohorts (Techstars Fintech, Barclays Accelerator).

What do fintech companies buy? Compliance and KYC/AML tools, cloud infrastructure, data APIs, banking-as-a-service platforms, fraud detection, and marketing/growth services. The specific needs depend heavily on the segment.

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