Revenue
Breakdown
Segments
AdvisoryView metric
TrustView metric
Total reporting segmentView metric
Other reporting segmentView metric
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Advisory | $18.91M | $19.65M | $21.02M | $19.4M | $19.52M | $20.44M | $24.78M | $21.72M |
| Trust | $5.28M | $5.49M | $6.15M | $5.47M | $5.11M | $5.45M | $5.94M | $5.39M |
| Total | $15.6M | $15.41M | $20.46M | $23.25M | $23.12M | $24.29M | $27.1M | $24.97M |
Total reporting segment, Other reporting segment are derived from annual filings.