On February 25, Philip Petursson, Chief Investment Strategist at IG Wealth Management, appeared on BNN Bloomberg to reflect on the broader North American market trends. Petursson observed that the market is transitioning from the 2025 dominance of MAG7 toward a healthier breadth in 2026. This year has seen a rotation away from tech-heavy names and into asset-heavy sectors. In Canada, materials, energy, utilities, and staples are leading the TSX. A similar trend is occurring in the US; although the S&P 500 remains relatively flat, approximately 30% of its constituents are trading 20% or more below their 52-week highs. This churn represents a move from expensive stocks into cheaper ones.
Petursson argued that certain technology and AI-related stocks are being unfairly punished in this rotation. He specifically pointed to cybersecurity stocks and Microsoft as companies that still provide exceptional value. He expressed confusion over the current market environment, where Microsoft trades cheaper on a trailing and forward basis than traditional consumer staples. He suggested that active managers should look to take advantage of these attractive opportunities appearing within the tech sector. He also discussed his preference for equities over fixed income, citing a low probability of recession over the next 12 months. While acknowledging that a market correction could happen at any time, he emphasizes that the lack of a projected bear market makes equities more attractive than fixed income for those seeking higher returns without significant downside risk.
That being said, we’re here with a list of the 12 best fintech stocks to invest in.
Our Methodology
We used screeners to identify Fintech stocks, and limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Note: All data was sourced on February 26.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
12 Best Fintech Stocks to Invest In
12. Intercontinental Exchange Inc. (NYSE:ICE)
Intercontinental Exchange Inc. (NYSE:ICE) is one of the best fintech stocks to invest in. On February 5, Intercontinental Exchange announced its earnings for the full year 2025, reporting a 7% year-over-year increase to $9.9 billion. This growth translated into a rise in profitability, with GAAP diluted earnings per share jumping 21% to $5.77 and adjusted diluted EPS rising 14% to $6.95. Q4 revenue totaled $2.50 billion, which was a 7.79% improvement.
Performance was strong across all primary business segments, particularly in the Exchange segment, which saw a 9% revenue increase in 2025, driven by record volumes in energy and financial futures. The Fixed Income and Data Services segment also hit record levels with $2.4 billion in annual revenue, fueled by high demand for pricing and analytics. Meanwhile, the Mortgage Technology segment began to show renewed strength, achieving $2.1 billion in revenue for the year and successfully exceeding expense synergy targets following the 2023 acquisition of Black Knight.
For 2026, Intercontinental Exchange Inc. (NYSE:ICE) leadership remains focused on modernization and automation, including the integration of AI tools within its mortgage and data platforms. While anticipating some headwinds in mortgage technology contract renewals, management expects 2026 adjusted operating expenses to land between $4.075 billion and $4.140 billion.
Intercontinental Exchange Inc. (NYSE:ICE), together with its subsidiaries, provides technology and data to financial institutions, corporations, and government entities in the US, the UK, the European Union, Canada, Asia Pacific, and the Middle East.
11. CME Group Inc. (NASDAQ:CME)
CME Group Inc. (NASDAQ:CME) is one of the best fintech stocks to invest in. On February 4, CME Group announced financial results for 2025, underscored by annual revenues of $6.5 billion. Average daily volume/AD grew 6% to 28.1 million contracts, driven by a 12% increase in commodities trading and a 5% rise in financials. The company reported record annual adjusted operating income, net income, and adjusted EPS of $11.20.
Q4 for CME Group Inc. (NASDAQ:CME) was particularly strong, marking the highest fourth-quarter volume on record with an ADV of 27.4 million contracts. Cryptocurrency trading emerged as a major growth engine, with Q4 volume surging 92% to over $13 billion in daily notional value. Beyond transaction fees, market data revenue also hit a record $803 million for the year, supported by a 3.5% price increase and expanding global demand. Non-US participation continued to scale, with ADV from Asia rising 18% and EMEA rising 6% during the quarter.
For 2026, CME Group is focused on several capital-efficiency and technology initiatives, including the launch of a new securities clearing house following SEC approval and the ongoing migration to Google Cloud. The company is also expanding into prediction markets and exploring tokenized collateral to enhance client margins.
CME Group Inc. (NASDAQ:CME), together with its subsidiaries, operates contract markets for the trading of futures and options on futures contracts worldwide.
Hedge Fund Resource Center