Screener
Amortization
Breakdown
Segments
Investment ManagersView metric
Private BanksView metric
Investment AdvisorsView metric
Institutional InvestorsView metric
Investments In New BusinessesView metric
| Segment | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Investment Advisors | $2.17M | $2.1M | $2.42M | $2.45M | $2.47M | $4.33M | $8.54M | $9.33M |
| Private Banks | — | — | $5.28M | $5.34M | $5.43M | — | $5.65M | $5.66M |
| Institutional Investors | $1.85M | $1.96M | $1.88M | $1.94M | $1.96M | $1.94M | $1.96M | $1.95M |
| Investment Managers | $80K | $201K | $202K | $201K | $1.3M | $1.3M | $1.71M | $1.7M |
| Investments In New Businesses | $1.1M | $1.1M | $875K | $416K | $416K | $415K | $416K | $415K |
| Total | — | — | — | — | — | — | — | — |