Total Revenue
Breakdown
Segments
Investment ManagersView metric
Private BanksView metric
Investment AdvisorsView metric
Institutional InvestorsView metric
Investments In New BusinessesView metric
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Investment Advisors | $120.59M | $126.84M | $139.27M | $136.58M | $137.19M | $147.47M | $156.16M | $169.7M |
| Private Banks | — | — | — | $137.71M | $141.45M | $143.99M | — | $152.26M |
| Institutional Investors | $71.51M | $71.63M | $70.81M | $68.51M | $69.34M | $71.83M | $72.82M | $71.52M |
| Investments In New Businesses | $14.62M | $15.59M | $15.71M | $16.5M | $16.55M | $8.18M | $8.32M | $7.99M |
| Total | $518.99M | $537.4M | $557.19M | $551.34M | $559.6M | $578.51M | $607.93M | $622.18M |