• Affirm’s 2026 Investor Forum drew executives led by founder-CEO Max Levchin, plus analysts and partners including Stripe, Shopify, Fiserv, Old National Bank.
• Levchin framed Affirm as a “closed-loop” payments network with “real network effects,” citing 27 million annual active consumers, 15 million monthly app users.
• Management highlighted scale metrics: more than 0.5 million merchants, 71 million underwritten consumers, about $150 billion in lifetime volume, 2.3 billion repayments.
• Executives pointed to improving engagement, with transactions per active customer at 6.7, up 50% since the prior investor forum.
• Product leadership disclosed card targets: 4,400,000 active cardholders, $2,400 annual card spend, longer-term path to 20 million actives, $7,500 spend, $150 billion cardholder spend.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Affirm Holdings Inc. published the original content used to generate this news brief on June 23, 2026, and is solely responsible for the information contained therein.