+91%

est. 2Y upside i

FinTech

Column is a developer infrastructure company that enables developers and builders to create new financial products. Founded by Plaid co-founder, William Hockey.

Rank

#787

Sector

Fintech Infrastructure / Banking

Est. Liquidity

~2Y

Data Quality

Data: Medium

Column is the most structurally moated fintech in the US: the only nationally chartered developer bank. 219% growth to $153M with zero external dilution is extraordinary.

Last updated: March 21, 2026

Bull (35%)+200%

$400M+ rev. IPO or strategic at $15-20B. BaaS migration wave accelerates.

Base (45%)+60%

$250M rev. IPO at $8-10B. Strong from $6B hypothetical.

Bear (20%)-30%

Rate cuts compress NII; customer concentration bites; regulatory tightens.

Est. time to liquidity~2.0 years

Preference Stack Risk

low

Funding Intensity

1%

$50M raised; bootstrapped. Extremely clean.

Dilution Risk

low

Founder-owned; no VC dilution.

Secondary Liquidity

none

Bootstrapped; no secondary.

Go-to-Market — 3 roles

Legal — 3 roles

Product & Engineering — 3 roles

Compliance — 2 roles

Risk — 2 roles

Business — 1 role

Other — 1 role

View all 15 open roles at Column →

Last updated: March 10, 2026

Questions to Ask at the Interview

Strategic questions based on Column's data — designed to show you've done your homework.

  • 1

    “NII sensitivity to rate cuts?”

  • 2

    “Mercury/Brex customer concentration mitigation?”

  • 3

    “Warehouse lending pipeline and margins?”

Community

Valuation Sentiment

Our model estimates +91% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.