Observed Signal · Jul 1, 2026 · Podcast Interview · Source: Manager Magazin · Impact: 3/5 · Sentiment: Neutral

Payments / Fintech Market: Airwallex: Payments Will Become Invisible, Says Tom Sellin

Zusammenfassung des Signals

Airwallex, the Australian fintech, is accelerating its European expansion and positioning itself as the financial infrastructure for an emerging era of AI-driven, agentic commerce. In a Finance Forward podcast interview, Tom Sellin — Head of Growth DACH at Airwallex — said that payments will become "completely invisible" within the next three years as AI agents handle checkout on users' behalf. Airwallex, founded in Melbourne in 2015 by Jack Zhang and last valued at about $12 billion, has reserved more than $1 billion for expansion across Europe, the Middle East and Africa through 2030 and plans to invest €31 million in Germany. The company aims to compete with established payment providers such as Wise, Stripe and Adyen.

Polaris7 AgentStrategische Einordnung
Hohe Konfidenz

Airwallex's multi‑billion expansion plan for EMEA, a stated $12B valuation, and its view that AI agents will automate checkout have direct implications for the commerce/transaction layer and payment infrastructure used by merchants and platforms.

Wichtigste Kernpunkte & Evidenz

  • Airwallex was founded in 2015 in Melbourne by Jack Zhang.
  • Airwallex was last valued at approximately $12 billion (as stated in the article).
  • Airwallex has reserved more than $1 billion for expansion in Europe, the Middle East and Africa through 2030 and plans to invest €31 million in Germany.
  • Tom Sellin is Head of Growth DACH at Airwallex and said payments could become "completely invisible" within three years due to AI agents automating checkout.
  • Airwallex positions itself against established payment companies such as Wise, Stripe and Adyen.

Verknüpfte Unternehmen

8 verknüpfte Unternehmen

Block

Globale Plattformgruppe für Zahlungsverkehr, Commerce und Consumer Finance.

Tom Sellin previously worked at Jack Dorsey's payment service Block....”

Adyen

Einheitliche Plattform für Enterprise-Zahlungen und Money Movement Infrastructure.

Airwallex competes directly with established payment champions like Wise, Stripe or Adyen....”

Wise

Grenzüberschreitende Zahlungen und Multi-Währungs-Kontoplattform für Konsumenten und Unternehmen.

Airwallex competes directly with established payment champions like Wise, Stripe or Adyen....”

Stripe

Finanzinfrastruktur-Plattform für Zahlungsabwicklung, Rechnungsstellung, Betrugsprävention und digitale Handelsaktivitäten.

Airwallex competes directly with established payment champions like Wise, Stripe or Adyen....”

Airwallex

Globale Zahlungs- und Finanzbetriebsplattform für Unternehmen.

The Australian fintech Airwallex is pushing into Europe with a multi-billion budget....”

PayPal

Digitales Zahlungsnetzwerk, das digitale Geldbörsen, Händler-Tools und Commerce Media vereint.

Tom Sellin previously worked at the US payment service PayPal....”

Klarna

Eine Plattform für Buy-now-pay-later, Händlerzahlungen und Retail Media.

Customer flows such as signing in with PayPal or Klarna may soon be handled automatically by AI agents....”

manager magazin

Führende deutsche B2B-Wirtschaftsplattform, die erstklassigen investigativen Journalismus über ein hybrides Modell aus digitalen Abonnements (manager+) und hochperformantem First-Party-Werbeinventar monetarisiert.

This story was published by manager magazin and appears in the Finance Forward podcast series....”

Primary Source Grounding & Direct Attribution
Direct Origin Attribution
Primary Reporting: Manager MagazinPublished: Jul 1, 2026
Original Coverage Title: Podcast „Finance Forward“: „Payment wird komplett unsichtbar“ – warum der Bezahlbutton bald verschwindet

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