Remitly

FXC IntelligenceRemitly / Western Union / money transfer providersMaterial changeIndependent report

FXC Intelligence analyses Remitly's Global Card and Western Union's Stablecard as moves to keep remittance customers inside provider wallets after funds arrive. Remitly's card combines fiat and USDC holdings, transfers and spending, while Western Union's product combines a USDPT wallet with Visa acceptance. FXC also notes MoneyGram's MGUSD and Zepz's announced stablecoin-linked Visa cards as part of the same provider strategy.

The PaypersRain / Agentic Payments AllianceHigh impactIndependent report

The Paypers reports that Rain formed the Agentic Payments Alliance with 26 founding organisations spanning payment networks, processors, stablecoin infrastructure, fraud tools and remittances. The member-governed coalition plans shared research and frameworks, testing of emerging agent-identity and authorisation standards, and engagement on regulatory questions; Rain will also give members early access to its startup programme.

RainRain / Agentic Payments AllianceMaterial changeIndependent report

Rain announced the Agentic Payments Alliance, a working coalition intended to develop shared research, frameworks and tests around agent identity, authorization and payment controls. Rain says more than 25 organizations have joined; named founding members include Visa, Mastercard, Fiserv, Circle, Solana and Remitly. The alliance will be governed collectively rather than owned by Rain.

FXC IntelligenceRemitlyHigh impactIndependent report

FXC Intelligence reports that Remitly's Q2 2026 revenue rose 20% year over year to $495 million, send volume increased 27% to $24 billion and active customers passed 10 million for the first time. CEO Sebastian Gunningham also discusses plans around stablecoins and AI as Remitly broadens beyond its core remittance product.