monthly report · № 02 · August 2026 · web edition
the state of neobanks

379 verified-active digital banks, measured — custody, licenses, cards, stablecoins, geography and the fine print. The opening third is free below; the full 60-page designed PDF is free for subscribers. data as of 13 August 2026.

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about this report

Counting survivors,
not press releases

The State of Neobanks is a monthly measurement of the digital banking industry, produced from the neobankbeat open dataset — a hand-verified directory of every neobank we can confirm as currently operating. Defunct entities are removed, not averaged in; unverifiable fields are left empty, never estimated. What follows describes the industry that exists, not the one that was announced.

What counts as a neobank here

A consumer- or SMB-facing, digital-first money app offering everyday banking — an account or balance, usually a card, payments — without a branch network. Three structural waves qualify: traditional fiat challengers, hybrid apps holding fiat and custodial crypto together, and web3-native self-custodial apps where the user holds the keys. Pure infrastructure (BaaS, issuer-processors), superapp payment features without banking ambition, and anything we cannot verify as live are excluded.

Method in brief

citation

"neobankbeat, The State of Neobanks — August 2026 (№ 02), data as of 13 August 2026." Link: neobankbeat.com/report

Figures are compiled from public sources for comparison and research, and are not financial advice. Cashback and yield figures are "up to" headline rates that change constantly — always confirm with the issuer. © 2026 neobankbeat · Francesco Andreoli · MIT.

executive summary

Ten numbers that define
the industry right now

11
survivors founded 2025 (vs 43 in 2019)
30%
of the 2020s cohort is self-custodial
2.7%
of traditional neobanks support stablecoins
35%
are actually licensed banks
33%
serve a named niche audience
14
usable with no KYC at all

The founding boom that created this industry is over: among today's survivors, new-neobank formation peaked at 43 in 2019 and has collapsed to 11 in 2025 — a quarter of the peak. What replaced volume is structural change — the marginal new neobank is dramatically more likely to be self-custodial (30% of the 2020s cohort vs 5% of the 2010s), more likely to be niche-first, and near-certain to touch stablecoins.

Meanwhile the industry's centre of gravity sits where the marketing isn't: Latin America, Africa and Asia grow the giants (WeBank's 400M and Nubank's 131M dwarf every Western player), while Europe hosts the greatest density of players (144 active). And beneath everything runs the report's core tension: only 35% of neobanks are licensed banks — the remaining 247 rest on partner banks, e-money safeguarding, crypto licenses, or no custodian at all. The gap between what apps imply and what their legal structure delivers remains the industry's biggest consumer risk, and its least covered story.

the one-sentence take

Banking's interesting boundary is no longer bank vs fintech — it is custodial vs self-custodial, and every quarter moves more of the industry across it.

executive summary · what changed since № 01

August in deltas

The series now has a baseline, so this edition reports the headline metrics against July. Net, the dataset moved from 357 to 379 verified-active neobanks — 28 added and 6 removed as apps launched, relicensed and quietly died. The mix kept tilting the same way: hybrid and web3-native both grew faster than traditional, and stablecoin support widened again.

metricaugustjulyΔdefinition
Verified-active neobanks379357+22live and onboarding
— traditional / hybrid / web3-native260 / 61 / 58256 / 54 / 47+4 / +7 / +11wave split
Stablecoin support121 (32%)103+18any verified support
Licensed banks¹132 (35%)n/acharter holders
Partner-bank (BaaS) model¹81n/arent a charter
Self-custodial (incl. MPC)5442+12no custodian exists
No-KYC apps1412+2zero identity checks
Niche-first neobanks126 (33%)named audience
Largest reported user baseWeBank · 400Mself-reported

¹ Regulation-type coverage was expanded and backfilled since № 01, so these two rows are not month-over-month comparable — the shift reflects more complete classification, not net industry movement. Category, stablecoin, self-custody and KYC deltas track real additions and removals.

what moved

28 added · 6 removed since № 01. The full births-and-deaths list — with the cause behind every removal — is on the next page.

July → August · the graveyard

Why 6 neobanks died

A directory is only as honest as its removals. Neobanks rarely fail with a bang — usually an app just stops updating and support goes quiet. The 6 that left the active list since № 01 died three ways: a partner or rail collapsing beneath them, an acquirer switching them off, or a regulator pulling the licence. Who, and why:

A partner or rail collapsed beneath them

the defining risk of the rent-a-charter model: you die when your sponsor does

Fi Money IN · savings app · 3.5M users · ~$169M raised
Partner Federal Bank ended the relationship (11 Mar 2026) amid the RBI's tightening of bank–fintech tie-ups and thin unit economics; 3.5M customers were redirected to the bank's own app as Fi pivoted to AI.

Juno US · crypto-friendly checking + savings
Collateral damage in the 2024 Synapse/Evolve collapse: when Evolve Bank lost access to Synapse's ledger, customer funds froze across 50+ fintechs (~$95M went missing industry-wide). Juno wound down its Treasury account and pivoted to on-chain.

Kard FR · family & teen banking
Its e-money provider terminated the contract, leaving no rail to operate on — the company went into liquidation.

Acquired & switched off

not a failure so much as consolidation — the users move, the brand does not

Pomelo US · remittance + credit card, Philippines corridor
Acquired by Zepz (WorldRemit / Sendwave) in Jan 2026; the product was paused during integration and the team folded in — an exit, not a failure.

Z1 BR · teen neobank
Absorbed by crypto neobank NG.CASH; the Z1 brand was retired.

Liquidated by the regulator

the rarest and most abrupt: the licence is pulled and the doors shut

Will Bank BR · digital bank
Liquidated by Brazil's Central Bank (Jan 2026) — nominally for breaching Mastercard obligations, but tied to the collapse of the Banco Master conglomerate (a severe liquidity crisis and an ~R$11.5B fraud probe) that felled several linked institutions.

Sources are on each entity's profile; the running death log is the public changelog, and the deeper pattern is dissected in "why neobanks die" and the deposit-risk essay "who actually holds your money?"

July → August · new arrivals

28 arrived this month

Verified additions since № 01 — community-submitted or found in our discovery sweep, then checked before listing. The pattern mirrors the whole dataset's drift: heavier on hybrid and web3-native, stablecoin-first, and increasingly niche.

AMP Bank GO · Always.bank · BFinance · Bitget Wallet · Blink · Brighty · Brookwell · COCA · Dolafy · Esh Bank · Flex · Flouci · Haventree Bank · Hyperbeat · Karta · Lava · Mine · Moto · PaySika · Plata · Slush · Solid · Sony Bank · Startale · SurfCash · Takenos · Tangem · Veera

this PDF is a snapshot — the platform isn't

Every figure here is live and updated continuously. Explore all 379:
the directory · world map by country · sortable database · feature matrix
the changelog — every add & death as it happens · the blog — a deep dive per chapter
▸ machine-readable: data.json · MCP server — point your AI assistant at it

the ten findings

What the data says

01

The founding boom is over

Foundings among survivors: 43 (2019) → 27 (2023) → 18 (2024) → 11 (2025). "Another challenger bank" stopped being fundable around 2022; what raises now is niche underwriting edges and stablecoin-native architecture.

02

A third of the new generation is self-custodial

47 of 146 survivors founded in the 2020s (32%) are web3-native, vs 5% of the 2010s cohort. The industry's marginal energy has moved to the model where no company holds the balance.

03

Stablecoins: 100% / 92% / 2.7%

All 58 web3-native and 56 of 61 hybrids support stablecoins — but only 7 of 260 traditional neobanks do. That 2.7% is either a ceiling or the floor of the next migration. We think floor.

04

Only 35% are licensed banks

132 of 379 hold a charter. The rest: 81 partner-bank models, 48 e-money institutions, 53 self-custodial software, and a long unclassifiable tail. Deposit insurance is rarer than landing pages suggest.

05

Cards are universal; the economics aren’t

313 of 379 issue a card (182 Visa, 149 Mastercard programmes). 141 advertise cashback, 205 offer yield — nearly all behind "up to" tiers. Interchange-only economics are visibly straining.

the ten findings · continued
06

Europe has the density, the South has the giants

Active presence: Europe 144, Asia 132, North America 126, LatAm 113, Africa 91. But the largest customer bases are all emerging-market.

07

One in three picks an audience first

126 of 379 serve a named niche — SMB (33), underbanked (23), freelancers (15), gen z (8), immigrants (8), kids (7), faith-based (7) and a dozen more. "Right bank for someone" beats "better bank for everyone".

08

No-KYC stays a rounding error — by design

14 of 379 are usable with no identity check at all; all are self-custodial wallets; none issues a card without KYC. The line is structural, not cultural.

09

Legal-link hygiene is poor

Official terms documents verifiable for only 145 of 379 — after an audit that repaired 60 dead legal links and removed 53 that resolve nowhere. For an industry holding money, basic document hygiene remains weak.

10

The categories are dissolving

Traditional players add stablecoin rails; web3-native apps acquire e-money licenses and IBANs. Our own three-way classification gets harder to maintain each quarter — which is itself the finding.

reproduce any of this

Every number above is a few lines of code against neobankbeat.com/data.json — schema in Appendix B.

chapter 1 · taxonomy

The three waves

"Neobank" is one word covering three different machines. The differences — who holds the money, what can freeze it, what insures it — matter more than any feature comparison, so this taxonomy underpins every page that follows.

379 neobanks by wave
379 traditional 260 · 68.6% hybrid 61 · 16.1% web3-native 58 · 15.3%

Wave one — traditional (260)

Fiat money, custodial accounts, a card, and a regulatory wrapper that permits holding customer funds. From Simple and Nubank through the London cluster to today's licensed digital banks across the Gulf and Asia. Contains all the giants.

Wave two — hybrid (61)

Fiat plus custodial crypto in one app, arriving ~2017 from two directions: banking apps adding trading (Revolut, Cash App) and exchanges adding cards (Crypto.com, Coinbase, Binance). One counterparty holds everything.

Wave three — web3-native (58)

Self-custodial apps where the user holds the keys and the company holds nothing: wallets that grew cards (MetaMask, Phantom), and card programmes built on smart accounts (Gnosis Pay, EtherFi Cash, Payy). No deposit, no deposit insurance, no custodian to fail.

chapter 1 · taxonomy

Same word, different machines

traditionalhybridweb3-native
Who holds fundsBank or partner bankThe company (fiat + crypto)The user (keys)
Balance isFiat depositFiat + custodial cryptoStablecoins / crypto
Deposit insuranceUsually (direct or pass-through)Fiat sometimes; crypto neverNone — no deposit exists
Main failure modeBank failure / ledger gapsCustodian failureKey loss, issuer or contract risk
KYCAlwaysAlwaysCard-only or none
Stablecoin support7 of 260 (2.7%)56 of 61 (92%)58 of 58 (100%)
ArchetypesNubank, Chime, MonzoRevolut, Cash App, Crypto.comMetaMask, Gnosis Pay, Payy

Era mix: where each wave was born

category share of surviving foundings, by decade
pre-2010 (18) 18 2010s · trad (215) 170 2010s · hybrid 34 2010s · web3 11 2020s · trad (146) 76 2020s · hybrid 23 2020s · web3 47
survivors only — defunct entities excluded by design · source: neobankbeat dataset, August 2026

The 2010s produced a traditional-wave industry with a hybrid fringe. The 2020s cohort is a different animal: web3-native is its second-largest wave, larger than hybrid, and growing while overall formation shrinks.

definitions

Twelve terms, precisely

termas used in this report
NeobankDigital-first consumer/SMB money app: account or balance + payments, usually a card, no branch network
Verified-activeWe can confirm the product is live and onboarding today; defunct or paused entities are removed
CustodialThe company (or its partner bank) legally holds customer funds
Self-custodialThe user holds the keys; the company cannot move or freeze the balance
MPC self-custodyKey split via multi-party computation — self-custody without a single seed phrase
Licensed bankHolds a banking charter; deposits sit on its own balance sheet with direct deposit insurance
Partner-bank modelUnlicensed app fronting a chartered bank; insurance applies pass-through, contingent on accurate ledgers
E-money institutionEU/UK license to issue e-money; funds safeguarded in segregated accounts, not deposit-insured
CASPCrypto-Asset Service Provider authorised under MiCA; passports across EU/EEA
Stablecoin supportAny verified support: balances, transfer rails, funding a card, or on/off-ramps
KYC: card onlyThe wallet is permissionless; identity is required only to obtain the card
"Up to" rateHeadline cashback/yield gated by tiers, staking, subscriptions or balances — not the typical rate

Wave colours used throughout: ■ traditional · ■ hybrid · ■ web3-native. Orange marks findings and editorial emphasis.

chapter 2 · formation

The boom, measured
from its survivors

surviving neobanks by founding year ("<2010" pooled)
18 <10 1 10 5 11 8 12 17 13 13 14 28 15 27 16 31 17 42 18 43 19 24 20 36 21 30 22 27 23 18 24 11 25
n=379 · survivorship-filtered: this is when today's industry was born, not gross founding activity · neobankbeat dataset

Read this chart carefully: it under-counts early years (more time to die) and the last two (not yet surfaced). Even so, the shape is unmistakable — a build through the mid-2010s, the 2018–19 peak (85 survivors in two years), a COVID dip, the 2021 bull-market echo (36), then contraction to 11 verified from 2025.

Three eras explain it. 2013–2016: smartphone banking becomes viable; the archetypes launch. 2017–2021: venture abundance funds a challenger for every country and demographic; BaaS makes launching one a procurement decision. 2022→: rates rise, fintech funding halves and halves again, and the marginal pitch shifts from "bank, but nicer" to products with a structural edge — underwriting a niche, or removing the custodian entirely.

what to watch

The 2025–26 cohort surfacing over coming months skews heavily web3-native and stablecoin-first in our intake pipeline — next editions will quantify it.

chapter 3 · history

Seventeen years in
one timeline

yearwhat happenedwhy it mattered
2009–13Simple, Moven, GoBank; Fidor in GermanyProved a bank could live in an app — mostly on partner charters
2013–15Nubank founded; UK mints Atom, Tandem, Monzo, Starling licensesThe two enduring models appear: LatAm scale and UK charter-first
2016–17N26 gets a full license; Revolut adds crypto; Crypto.com & exchange cardsWave two begins — fiat and custodial crypto in one app
2018–19Peak formation: 85 of today's survivors founded in 24 monthsBaaS turns launching a neobank into a procurement decision
2020COVID; Kakaobank/jiban giants scale; Australia's Xinja collapsesFirst proof that licenses without economics don't survive
2021Bull-market echo cohort (36 survivors); Nubank IPO at ~$41BThe category gets a public-market benchmark
2022Rates rise; funding halves; FTX failsCustody stops being a philosophical question
2023Gnosis Pay ships the first self-custodial Visa card at scaleWave three gets its archetype: smart account + card rails
2024Synapse collapse strands partner-bank customers; MiCA phases inThe pass-through model's weakest joint fails in public
2025GENIUS Act; FDIC recordkeeping rule; wallet-card wave (MetaMask, Phantom)Stablecoins become supervised instruments; wallets become neobanks
2026MiCA grandfathering closes; traditional-wave stablecoin pilots beginThe migration this report exists to measure

Deeper cuts on each era: the blog series at neobankbeat.com/blog, starting with "the three waves of neobanks".

chapter 3 · history

The graveyard as evidence

This dataset's defining choice is survivorship: we track who is alive, and remove who is not. But the removals teach as much as the roster. Four failure archetypes recur:

License without economics

Xinja (Australia) returned its license and customer deposits in 2020; Volt followed in 2022. Both were fully licensed and adequately capitalised — the model failed on cost of funds vs. cost of growth, not on regulation. Contrast Up, which thrived inside Bendigo's charter, and Judo, which found profit in SMB lending: same market, different unit economics.

Middleware collapse

Synapse (2024) was infrastructure, not a neobank — which is exactly why its bankruptcy stranded end users of apps that were "FDIC-insured" in marketing copy. Insurance protects against bank failure, not against the ledger between you and the bank going dark. The FDIC's recordkeeping rule is the regulatory scar tissue.

Growth-stage abandonment

Dozens of 2018–21 vintage niche apps quietly sunset after Series A: the audience was real, the CAC advantage was real, but the deposit base needed to fund the roadmap never arrived. This is the tail our monthly removals mostly consist of.

Crypto contagion

Custodial crypto neobanks whose balance sheets or user trust didn't survive 2022 (and whose users learned the difference between an account and a claim). The lasting effect shows up in this report as wave three's growth: the market's answer to custodial failure was less custody.

the meta-lesson

No failure archetype involves the product being bad. Neobanks die of balance-sheet physics, middleware, and funding weather — which is why this report spends its pages on custody, licenses and economics rather than app-store screenshots.

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