Sales, marketing & client service
Breakdown
Segments
Investment ManagersView metric
Private BanksView metric
Investment AdvisorsView metric
Institutional InvestorsView metric
Investments In New BusinessesView metric
| Segment | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|
| Investment Advisors | $9.2M | $10.24M | $8.82M | $7.19M | $18.31M |
| Private Banks | $8.91M | $10.12M | $10.72M | $10.83M | $10.82M |
| Institutional Investors | $9.66M | $10.1M | $9.82M | $9.46M | $8.46M |
| Investments In New Businesses | $4.93M | $4.8M | $3.84M | $3.14M | $2.34M |
| Total | — | — | — | — | — |