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BM Technologies


About: BM Technologies Inc provides digital banking and disbursement services to consumers and students nationwide through a full-service fintech banking platform, accessible to customers anywhere and anytime through digital channels. It facilitates deposits and banking services between a customer and its Partner Bank, Customers Bank, which is a related party and is a Federal Deposit Insurance Corporation (FDIC) insured bank. The company has four primary revenue sources: interchange and card revenue, servicing fees, account fees, and university fees. The majority of revenues are driven by customer activity (deposits, spending, transactions, etc.) and may be paid or passed through by customer banks, universities, or paid directly by customers.

Employees: 200

Funds holding %
of 6,656 funds
Analysts bullish %
News positive %
of 3 articles

Fund manager confidence

Based on 2023 Q4 SEC filings by fund managers ($100M+ AUM)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

7% more capital invested

Capital invested by funds: $5.52M [Q3] → $5.88M (+$366K) [Q4]

1.03% more ownership

Funds ownership: 19.61% [Q3] → 20.64% (+1.03%) [Q4]

6% less funds holding

Funds holding: 49 [Q3] → 46 (-3) [Q4]

20% less call options, than puts

Call options by funds: $43.3K | Put options by funds: $54.1K

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Research analyst outlook

We haven’t received any recent analyst ratings for BMTX.

Financial journalist opinion

Based on 3 articles about BMTX published over the past 30 days