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Pascal Levy-Garboua's avatar

Look at Payroll: ADP, Paychex, Paylocity, Paycom, Ultimate Software are public, and Ceridian which used to be a public Co. Among upstarts, between Papaya, Deel, Gusto, Payfit, lots of new public players. Plus Visma which owns a bunch of Northern European payroll Companies...

Some markets are incredibly large + don't have network effects...

Insurance is the same (both with upstarts and public Companies).

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Valentin Vincendon's avatar

Payments - Stripe, Adyen, Checkout.com.

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