3Q25 Financial Services PM Chartbook

Access the 3Q25 Financial Services PM Chartbook

A concise yet comprehensive resource featuring over 20+ slides of charts, tables, and insights on key trends and performance drivers across our Financial Services tickers. This streamlined resource provides a quick, high-level read while capturing the essential data and bigger-picture insights you need.

Inside the Chartbook:

  • Consumer Credit: Recent trends among lenders (UPST, SOFI, Cash App Borrow) and BNPL players (AFRM, KLAR, SEZL etc.)

  • Payments: Competitive dynamics within the restaurant vertical (TOST and Square)

  • Trading Platforms: Retail trading activity and sentiment across asset classes (HOOD, COIN)

Spark team conversations, discover hidden insights, and drive informed decisions.

Have questions or trouble downloading? Please email us at insights@yipitdata.com.

 
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