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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 | Q2 '26 |
|---|---|---|---|---|---|---|
| Investment Advisors | $9.2M | $10.24M | $8.82M | $7.19M | $18.31M | $20.41M |
| Private Banks | $8.91M | $10.12M | $10.72M | $10.83M | $10.82M | $12.49M |
| Investment Managers | $9.83M | $10.5M | $11.24M | $10.92M | $11.47M | $11.36M |
| Institutional Investors | $9.66M | $10.1M | $9.82M | $9.46M | $8.46M | $9.39M |
| Investments In New Businesses | $4.93M | $4.8M | $3.84M | $3.14M | $2.34M | $2.6M |
| Total | — | — | — | — | — | — |