Trade is being rewired as a $2.5 trillion gap in financing leaves many shipments without the funding they need. That shortfall, along with choppy tariffs and rules, is pushing more attention onto fintech companies that try to make trade finance simpler and more digital. This article walks through three stocks linked to that story and explains how the current backdrop could either support or test each one.

The three stocks below are a starting sample from this trade finance angle, and the full screen surfaced 2 more companies with equally compelling stories that are not covered here. If you want to identify potential standouts in this space, head straight into the Financial Technology (FinTech) Companies Focused on Trade Finance screener.

Bladex (BLX)

Overview: Bladex is a Panama based trade finance bank that provides short and medium term loans, letters of credit, guarantees, and other cross border funding tools to financial institutions, companies, and sovereign related clients across Latin America and the Caribbean.

Operations: Bladex generates the bulk of its revenue from its Commercial segment at about US$294 million, with around US$35 million coming from its Treasury activities.

Market Cap: US$2.1b

Bladex operates within the estimated US$2.5 trillion global trade finance gap, with a growing digital trade platform, record net income in Q2 2026, and a focus on letters of credit and receivables discounting that aligns closely with the current strain on cross border funding. Investors are getting a specialized lender with trade focused fee income, high reported net profit margins and a track record of prudent risk management, but also exposure to Latin American sovereign and policy risk, as well as competition driven margin pressure. For investors evaluating whether that mix of business quality, valuation signals and regional risk is attractive, the key question is how sustainable recent fee growth and returns are.

Bladex sits at the crossroads of a huge trade finance gap, yet its record Q2 2026 net income and trade focused fee engine are still underappreciated. Get the full picture on sustainability, regional risk and where the story could surprise next in the 4 key rewards and 1 important warning sign

Build your own trade finance shortlist around Bladex

Bladex and the two other stocks in this list all came out of a single screener, but the real edge is in building filters that match how you invest. Use our flexible Screener to mix valuation, growth, balance sheet and risk criteria, or lean on the foundations of our curated Investing Ideas.

SUI Group Holdings (SUIG)

Overview: SUI Group Holdings is a Minnesota based principal investment firm that funds public and private companies through debt and equity, while also running an institution focused digital asset treasury and lending platform on the SUI blockchain. The company combines lending, staking and revenue share agreements with hands on financial and operational support for its portfolio businesses.

Market Cap: US$65 million

SUI Group Holdings sits at the intersection of trade finance, specialty lending and on chain yield generation. This is a mix many investors are still getting to grips with. The company holds a large SUI token position, earns protocol and revenue share income from partners like Bluefin and keeps a legacy loan book that can help offset some digital asset volatility. At the same time, revenue is small at around US$3 million, the business reported heavy losses in 2025 and recent quarters show funding mainly from more fragile external borrowing. For investors who can handle volatility and want exposure to emerging institutional blockchain activity in trade and treasury, this is a stock worth a closer look to judge whether the risk reward trade off makes sense.

SUI Group Holdings combines a US$65 million market cap with on chain yield, a sizeable SUI token position and small but diverse revenue. See how that mix stacks up in the 1 key reward and 3 important warning signs

Earlypay (ASX:EPY)

Overview: Earlypay is an Australian lender that helps small and mid sized businesses manage cash flow by turning unpaid invoices and equipment into funding, alongside payroll, trade finance, tax debt and supplier early payment services delivered through its digital platforms.

Operations: Earlypay generates around A$33 million of revenue from Invoice Finance and about A$17 million from Equipment Finance, with all reported revenue of roughly A$51 million coming from Australia.

Market Cap: A$29 million

Earlypay provides direct exposure to the growing demand for tech enabled working capital in Australia. Invoice and equipment finance sit at the core of the business, with a smaller trade finance offering that management is consciously keeping selective for now. Earnings have been under pressure, with around 34% average annual declines over five years, low 2.2% ROE and interest and dividends that are not well covered, so this is not a low risk story. At the same time, management highlights strong invoice and trade finance demand as some competitors pull back, and the board and leadership team bring solid experience. The key issue for investors to consider is whether Earlypay can translate that demand into sustainably higher quality earnings relative to its current size and valuation.

Earlypay links heavy earnings pressure with solid demand for invoice and trade finance. See how that tension plays out in the analysis report for Earlypay and what the numbers suggest about where the squeeze could ease or intensify next.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.