Strategic initiatives & new business development
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 |
|---|---|---|---|---|---|
| Private Banks | $22.38M | $21.5M | $21.31M | $20.21M | $19.68M |
| Investment Advisors | $11.71M | $12.09M | $13.39M | $15.07M | $18.96M |
| Institutional Investors | $2.56M | $2.27M | $4.17M | $4.05M | $3.61M |
| Investments In New Businesses | $5.7M | $4.82M | $3.47M | $3M | $2.77M |
| Total | — | — | — | — | — |