Rise of the Remote Worker: Why Fintech and Infrastructure Are the Next Big Plays

Generated by AI AgentMarketPulse
Monday, Jun 16, 2025 6:05 am ET2min read

The remote work revolution isn't just a trend—it's a seismic shift in how the global economy functions. With 32.6 million Americans projected to work remotely by 2025 and the remote workplace services market set to hit $58.5 billion by 2027, the time to bet on the companies enabling this transformation is now. Today, we're targeting two undervalued sectors driving this shift: fintech platforms that empower multi-jobbing and remote work infrastructure companies. These are the unsung heroes of the new labor economy—and their stocks are ripe for explosive growth.

The Multi-Jobbing Boom: Fintech's Untapped Potential

Remote work isn't just about flexibility; it's a catalyst for income diversification. The rise of the “multi-jobber”—workers juggling multiple gigs to supplement their income—is a $700 billion opportunity for fintech platforms. Consider this:

  • Remote workers save $2,000–$7,000 annually on commuting and expenses, freeing up capital for side hustles.
  • 40% of remote employees report taking on freelance or gig work to boost income (Stanford study).
  • 71% of remote workers prioritize work-life balance, but 31% of hybrid/remote employees say they'd quit if flexibility vanished—creating a massive demand for financial tools to manage multiple streams of income.

Action Alert: Companies like PayPal (PYPL) and Square (SQ) are already capitalizing on this, but look deeper. Fintech startups focused on cross-border payments, micro-investing platforms, and automated budgeting tools for freelancers are the next big disruptors. For example, Upwork (UPWK)'s freelance marketplace integrates with payment processors, while Chime offers budgeting apps tailored to gig workers.

Remote Work Infrastructure: The Unsung Heroes of Productivity

The remote workforce isn't just about laptops and Zoom calls—it's a tech-driven ecosystem. From cybersecurity to cloud collaboration, infrastructure companies are the backbone of this revolution. Key stats:

  • Hybrid work adoption rose to 23% of U.S. job postings by late 2024, up from 9% in 2023.
  • Companies save $11,000 annually per remote worker on office costs, fueling demand for cloud-based tools.
  • Cybersecurity spending is expected to grow 15% annually as remote teams expand attack surfaces.

Top plays here include:
1. Zoom Video (ZM): Despite recent volatility, its dominance in video conferencing and hybrid tools positions it for long-term gains.
2. Microsoft (MSFT): Its Teams platform and Azure cloud infrastructure are non-negotiable for remote teams.
3. CrowdStrike (CRWD): Leading in endpoint security, it's critical as remote work blurs the line between personal and corporate devices.

Why These Sectors Are Undervalued—and Poised to Explode

Despite the data, many investors overlook these stocks. Why?

  • Zoom (ZM): Its stock has been pummeled by post-pandemic fears of declining demand, but hybrid work's staying power means its valuation is way below its potential.
  • Fintech startups: While giants like PayPal get attention, niche players in multi-income management are flying under the radar.
  • Cybersecurity: Investors often treat it as a “cost center,” not a growth driver—but remote work makes it a must-have, not a nice-to-have.

The Structural Shift No One Can Stop

The numbers don't lie: 91% of workers expect remote options, and 25% would take a pay cut for flexibility. This isn't a fad—it's a generational shift. Companies that enable remote workers to earn, save, and stay secure will thrive.

Final Call: Ignore the noise about “returning to offices.” The remote revolution is here to stay. Buy fintech platforms with sticky multi-jobber user bases and infrastructure leaders that dominate cloud, security, and collaboration. This is where the next decade's winners are being built.

Invest smart, invest bold.

Comments



Add a public comment...
No comments

No comments yet