Private Markets / Emerging Spaces / Banking & Capital-Markets Infra

Banking & Capital-Markets Infra

Core banking, BaaS, brokerage rails, and capital-markets plumbing.

67/100momentum · Heating
22tracked companies
$83Bcombined valuation
$397Mcapital · 90d (2 deals)
$1.4Bcapital · 1y (7 deals)
7new entrants · 1y
-18.9%median secondary vs round (10 marks)

Momentum components — 4/4 computable

Funding acceleration85
Deal velocity85
News heat36
Secondary temp31

Components that cannot be computed are dropped and the weights renormalize — never faked to neutral.

Capital by quarter — disclosed rounds

24Q425Q125Q225Q325Q426Q126Q226Q3

Undisclosed amounts count as zero capital; deals still count.

#CompanyValuationSecondary vs RoundLast Round
1 Ripple $19B as of 2025-Q4 no mark 2025-11-04
2 Clear Street $12B as of 2026-Q1 +27.9% 2026-01-20
3 Fireblocks $8.0B as of 2022-Q1 -67.4% 2022-01-01
4 iCapital Network $7.5B as of 2025-Q3 -29.9% 2025-07-10
5 Column $6.0B as of 2025-Q3 no mark 2025-06-01
6 Starling Bank $5.4B as of 2025-Q3 no mark 2025-09-01
7 Erebor $4.3B as of 2025-Q4 no mark 2025-12-22
8 DriveWealth $3.7B as of 2021-Q4 -67.8% 2021-10-03
9 Cross River Bank $3.0B as of 2022 (Series D, likely stale) -25.1% 2022-03-30
10 Anchorage Digital $3.0B as of 2021-Q4 no mark 2021-12-15
11 Thought Machine $2.1B as of 2022-Q2 no mark 2022-05-18
12 Lead Bank $1.5B as of 2025-Q3 no mark 2025-09-01

Methodology. Emerging Spaces groups the tracked private-company roster into curated thematic spaces and scores each space's momentum 0–100 from four disclosed-data components: trailing-90-day capital vs the prior 90 days (40%), deal-count acceleration on the same windows (25%), news activity per tracked company over 30 days (20%), and the median secondary-market premium to last round across the space's marked names (15%). Components that cannot be computed are dropped and the weights renormalize — the basis is disclosed per space. Quarterly trends derive from dated, disclosed rounds; undisclosed amounts count as zero capital. An attention map of disclosed activity — not a prediction, not investment advice.