June 2026
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Largest Wealth Management Public Companies
Benchmark revenue and EBITDA valuation multiples for public comps like
Generali, Coinbase, Banco BTG Pactual, Huatai Securities and Jio Financial Services.
 | The roots of Generali date back to the 1830s and the Bora wind and rough seas that hit the Trieste region. Over that decade, Generali sought to expand throughout Italy, but this growth was held back by the fragmented nature of Italy. The Italian Revolution in the 1840s paved the way for easier expansion in the country. After World War I, Trieste was handed back to Italy. The dissolution of the Austro-Hungarian Empire created a fragmented Europe and a fragmented Generali. To this day, Generali remains quite a diversified company, but its core operations remain in the historical Austro-Hungarian countries of Austria, Central and Eastern Europe, Germany, and Italy. This is the case in Generali’s nonlife business, and France is also an important contributor to life and savings. | $45 | +29% | $67B | $105B | 0.9x | 11.7x | ||
 | Founded in 2012, Coinbase is the leading cryptocurrency exchange platform in the United States. The company intends to be the safe and regulation-compliant point of entry for retail investors and institutions into the cryptocurrency economy. Users can establish an account directly with the firm, instead of using an intermediary, and many choose to allow Coinbase to act as a custodian for their cryptocurrency, giving the company breadth beyond that of a traditional financial exchange. While the company still generates the majority of its revenue from transaction fees charged to its retail customers, Coinbase uses internal investment and acquisitions to expand into adjacent businesses, such as prime brokerage and data analytics. | $164 | -53% | $43B | $41B | 5.6x | 14.6x | ||
 | Banco BTG Pactual S.A. is a Brazil-based banking firm. It offers financial products and services regarding commercial, investments, credit, financing, capital leases, insurance, and foreign exchange portfolios, among others, in the country and several locations abroad. | $11 | -- | $38B | $51B | 5.0x | - | ||
 | Huatai Securities Co Ltd is a financial services provider. The divisions through which the company operates include Wealth management business, Institutional services business, Investment management business, international business, and Others. It has operations spread across Mainland China and Hong Kong, while the Mainland China division generates the company revenues. The company generates key of its revenues from the wealth management business division. | $3 | +7% | $24B | $68B | 10.0x | 26.9x | ||
 | Jio Financial Services Ltd is a core investment company, non-deposit taking, systemically important (CIC-ND-SI). Along with its subsidiaries, joint ventures, and associates, it is engaged in the business of Investing and Financing, mainly Leasing, Insurance broking, Payment Bank, Payment Aggregator, and Payment Gateway services. | $2 | -31% | $16B | $18B | 60.0x | 64.7x | ||
 | Aegon is a life insurance and long-term savings business listed in the Netherlands. It was listed on the Amsterdam Stock Exchange in the 1980s and now has mature operations in the United States, the United Kingdom, and four growth markets of Brazil, China, Portugal, and Spain. Over recent years, Aegon has been moving through an extensive transformation program where management has sought to divest noncore operations and improve the risk profile of the business. Financial assets are the parts of the company that are now being run off. Aegon is looking to cycle out of capital-consumptive and volatile earnings products and recycle funds into capital-light and more predictable strategic businesses. | $8 | +16% | $13B | $14B | 0.4x | 6.9x | ||
 | Standard Life PLC provides financial products and services related to savings and retirement planning. It serves customers directly, through financial advisers, and through employer-sponsored pension schemes. | $10 | -- | $10B | $5B | 0.1x | 4.4x | ||
| Aditya Birla Capital Ltd is a financial service provider. The company's products include Non-Bank Financial Services, Housing Finance, Life Insurance, Asset Management, General Insurance Broking, Stock and Securities Broking, Health Insurance and Other Financial Services. Its operating segments consist of Lending, and Investing and Others. The Lending segment consists of Loans (personal, business, etc.), loan against property, structured finance, working capital loans, wealth management, distribution of financial products, etc. The Investing and Others segment includes investments in Group companies Geographically, it derives a majority of its revenue from India. | $4 | +25% | $10B | $28B | 6.2x | 41.3x | ||
| XP Inc is a Cayman Island-based technology-driven financial services platform. It is a provider of low-fee financial products and services in Brazil. The company evaluates its business through a single segment such as monitoring operations, making decisions on fund allocation, and evaluating the performance. It generates revenue through the Brokerage commission. | $16 | -23% | $8B | $15B | 4.2x | 11.8x | ||
 | Intercorp Financial Services Inc is a provider of banking, insurance, wealth management services and payments for retail customers and commercial clients in Peru. The company has four operating segments; the Banking segment includes Mainly loans, credit facilities, deposits, and current accounts, the Insurance segment provides life annuity products with single-premium payment and conventional life insurance products and other retail insurance products, the Wealth Management segment provides brokerage and investment management services. Its geographical segments include Peru and Panama. | $49 | +30% | $5B | $9B | 4.4x | - | ||
 | GoFintech Quantum Innovation Ltd Formerly GoFintech Innovation Ltd is a cross-border financial service platform based in Hong Kong backed by the Greater Bay Area. The company's reportable and operating segments are; Securities brokerage and margin financing, Corporate finance, Money lending, Consultancy and Insurance brokerage, Asset management, and Equity investment. It generates maximum revenue from the Securities brokerage and margin financing segment which engages in securities brokerage and margin financing in Hong Kong. Geographically, the company derives a majority of its revenue from Hong Kong and the rest from the People's Republic of China. | $1 | -- | $5B | $5B | 47.5x | 4046.6x | ||
 | Techcom Securities JSC is a securities firm known for its startup culture and WealthTech innovations. The company is focusing on investment and asset management products for middle-class clients, leveraging Techcombank's branch network and building online distribution channel. The company provides provide diverse investment support products and services such as stocks, derivatives, warrants, and managing open-end funds and real estate funds. | $2 | -- | $5B | $5B | 12.1x | 14.8x | ||
| 360 One Wam Ltd is a holding company to its subsidiaries engaged in wealth and asset management services, including financial asset distribution, broking, lending, credit, and investment solutions, and asset and portfolio management. Its business segments are Wealth Management segment comprises the distribution of financial products, advisory, broking, and research, discretionary and non-discretionary portfolio management services, corporate treasury solutions, estate planning, and Other; and Asset Management segment generally comprises management of pooled funds under various products and structures such as mutual funds, alternative asset funds, portfolio management and related activities, including advisory, offshore spanning public, and Other. | $11 | -14% | $5B | $6B | 18.0x | 20.5x | ||
 | Guaranty Trust Holding Co PLC is a multinational financial institution that provides individuals, businesses, private and public institutions across Africa and the United Kingdom with a broad range of market key financial products and services. The company has six reportable segments: Corporate banking which Incorporates current accounts, deposits, overdrafts, loans and other credit facilities, Commercial banking which Incorporates current accounts, deposits, overdrafts, loans and other credit facilities, Business banking which Incorporates current accounts, deposits, overdrafts, loans and other credit facilities, Retail banking which Incorporates private banking services, private customer current accounts, savings deposits, SME banking and Public sector. | $0 | -- | $3B | $3B | 2.2x | - | ||
| Webull Corp is a digital investment platform built upon a next-generation globally infrastructure services. It strives to be the platform of choice for a new generation of investors by creating an efficient, low-cost, and easy-to-use investment platform. The company distinguishes itself from other investment service providers by offering a mobile-first user experience, a broad range of investment products, and extensive functionality constructed to help its customers build wealth over time. The company arms each customer with the tools it needs to develop into what it refers to as an informed investor - one who understands the market and has the confidence to succeed as an investor. The Webull platform originally provided users with free access to market data and analytical tools. | $6 | -49% | $3B | $2B | 4.3x | 21.5x | ||
| Angel One Ltd is a retail broking house in India. It is a technology-led financial services company providing broking and advisory services, margin funding, loans against shares, and financial product distribution to clients under the brand Angel Broking. Broking and allied services are offered online and on a digital platform. | $4 | +11% | $3B | $2B | 4.8x | 12.7x | ||
| Rathbones Group PLC provides investment and wealth management services to private clients, NPOs, and trustees. The group also provides other banking, financial advisory, tax, legal, and trust services. Alongside investment management services, Rathbone provides unit trust and multi-asset fund products sold through intermediaries to the retail sector. Nearly all the funds under management fall under the investment management category, with private clients contributing the majority of a portion of assets. | $26 | -- | $3B | $3B | 2.3x | 8.4x | ||
 | AMP, originally established as the Australian Mutual Provident Society, is a financial services provider in Australia and New Zealand. The firm’s offerings span across wealth platforms, superannuation products, along with banking services like home loans and savings accounts through AMP Bank. Previously, AMP had a global investment management division under its subsidiary, AMP Capital, which managed a range of asset classes; an insurance business, AMP Life; as well as a financial advice business. These businesses were sold to various institutions throughout 2020-2024 as part of AMP's simplification program. | $1 | +18% | $3B | $19B | 20.2x | 14.8x | ||
| Insignia Financial (formerly IOOF) provides wealth-management advice and products via a multibranded strategy, and a vertically integrated business model. Insignia's advice business provides financial planning services to both the mass affluent and high-net-worth clients. It also services non-Insignia advisors, providing compliance and other administrative services. Furthermore, Insignia offers platform products, which generates fees mainly from superannuation and non-superannuation investments accessed via its own platforms. It also derives revenue via some third-party platforms sourced from its aligned advisors. Lastly, the firm has an investment management segment. | $3 | +33% | $2B | $3B | - | - | ||
 | iFAST Corp Ltd is an investment holding company. It is engaged in the development of software, marketing of unit trusts, exchange-traded funds, listed stocks, debt securities, and Singapore government securities through websites and acting as an investment advisor, dealer, and custodian in the securities. The company operates through geographic segments are Singapore, Hong Kong, Malaysia, United Kingdom, and China. The Singapore region generates maximum revenue for the company. iFAST receives revenue in the form of commissions and fees. | $7 | +34% | $2B | $1B | 3.3x | 8.5x | ||
 | Guardian Capital Group Ltd is a diversified financial services company. It operates in three reportable segment Investment Management and Corporate Activities and Investments. Investment Management primarily involves earning management fees relating to investment management services provided to clients; and Corporate Activities and Investments relates to the investment of the Company’s securities holdings, as well as corporate management and development activities. It derives maximum revenue from Investment Management segment. Geographically, the company operates in Canada, United Kingdom, United States and others, of which it derives maximum revenue from Canada. | $49 | +56% | $1B | $1B | - | - | ||
| Edelweiss Financial Services Ltd is mainly involved in providing investment banking services and holding company activities. The company's businesses are divided into Alternatives business, Capital business, Insurance business, Asset reconstruction business, Mutual fund business and Other business. Alternatives business includes advisory and other fee based business; Capital business, that derives maximum revenue, represents lending business and investment activities; Asset reconstruction business represents purchase and resolution of distress assets; Insurance business represents life insurance business and general insurance business. Mutual fund business represents income from asset management activities and Other business which includes custodian and CSR. | $1 | -6% | $1B | $3B | 5.3x | - | ||
| Canaccord Genuity Group Inc is an independent, full-service financial services firm. The company’s segment reporting is based on the following operating segments: Canaccord Genuity Capital Markets, Canaccord Genuity Wealth Management, and Corporate and Other. It generates revenue by providing value to its individual, institutional, and corporate clients through comprehensive investment solutions, brokerage services, and investment banking services. Maximum revenue is generated from the Canaccord Genuity Wealth Management segment, which provides brokerage services and investment advice to retail or institutional clients in Canada, the United States, Australia, and the UK & Crown dependencies. Geographically, the group derives maximum revenue from its business in Canada. | $10 | +27% | $967M | ($163M) | (0.1x) | (1.1x) | ||
| RFA Financial Inc is a scaled and dynamic financial service platform positioned as an intersection of banking, mortgage, origination, and real estate. | $18 | -- | $850M | $1B | 8.6x | (23.3x) | ||
| XPS Pensions Group PLC is a UK employee benefits consultancy and related business services. The services provided by the company include Pensions, Investment, National Pension Trust Administration, and Self-Invested Pensions. The company derives maximum revenue from Pensions Actuarial & Consulting followed by Pensions Administration, Pensions Investment, National Pension Trust (NPT), and SIP. | $4 | -21% | $828M | $933M | 3.0x | 10.0x | ||
| Bravura Solutions Ltd is engaged in the development, licensing and maintenance of specialized administration and management software applications as well as the provision of professional consulting services. It has two operating segments: Wealth Management and Funds Administration. The company generates maximum revenue from the Wealth Management segment. Wealth Management segment platforms provide end-to-end processing to support all back-office functions relating to the daily management of superannuation, pensions, life insurance, investment, private wealth and portfolio administration. Geographically, it derives a majority of revenue from Australia and also has a presence in the UK, New Zealand, and Other Countries. | $2 | +4% | $736M | $695M | 3.8x | 9.0x | ||
| Octopus Apollo VCT PLC is a venture capital trust company based in the United Kingdom. The company aims to provide shareholders with attractive tax-free dividends and long-term capital growth by investing in a diverse portfolio of predominantly unquoted companies. The company's portfolio of investments comprises of various unquoted investment instruments, including ordinary and preference shares, loan stocks and convertible securities, to achieve an appropriate balance of income and capital growth. It holds a diversified portfolio by investing in a broad range of industry sectors. | $1 | -- | $728M | $728M | 32.8x | - | ||
 | More Provident Funds And Pension Ltd, formerly More Provident Funds Ltd offers variety of long-term savings routes at different risk levels. The company offers provident funds, study funds and investment provident funds. | $6 | -- | $728M | $831M | 3.7x | 19.1x | ||
 | VP Bank AG is a private bank. It is in the business of asset management and investment advisory services for private individuals and intermediaries and is also involved in the lending business, money market, and interbank activities and trading activities. The segments in which the company operates are Intermediaries and Private Banking, Client Solutions and Corporate Center. Its geographical segments are Liechtenstein, the Rest of Europe, and Other countries. | $110 | -- | $685M | $976M | 2.3x | - | ||
| Foresight Group Holdings Ltd is an asset management company. The company is an independent infrastructure and private equity investment manager. It invests in renewable energy businesses and social infrastructure projects. | $6 | -- | $647M | $615M | 3.0x | 7.2x | ||
| Forge Global Holdings Inc is a financial service platform created to serve the needs of the private market. It provides marketplace infrastructure, data services, and technology solutions for private market participants. The company offers a trusted trading platform, proprietary data and insights to inform investment strategies, along with custody services to help companies, shareholders, institutions and accredited investors confidently navigate and transact in the private market. | $45 | +138% | $623M | $576M | - | - | ||
| Patria Renda Urbana - Fundo De Investimento Imobiliario Resp Ltd formerly Credit Suisse Hedging-Griffo CV SA is engaged in the development of urban real estate projects for institutional and commercial use, that potentially generate income through sale, lease, or rental, prioritizing the acquisition of institutional or commercial real estate projects other than office buildings, shopping malls, or logistics facilities. | $25 | +5% | $584M | $522M | 11.1x | 13.7x | ||
| Altshuler Shaham Financial Ltd is a manager of provident funds, study and pension funds. It holds a permit to operate provident funds for savings, provident pay and severance pay, central severance pay funds, study funds, central sick pay provident fund, a central provident fund for budgetary pension participation, investment provident funds, and investment provident funds - long-term savings for children (with multiple tracks). The company has two operating segments: The pension fund segment and the Provident fund segment. | $2 | -- | $468M | $673M | 2.1x | 6.5x | ||
| PensionBee Group PLC is engaged in the provision of direct-to-consumer online pensions. The company helps its customers combine their old pension pots, make flexible contributions, invest in line with their goals and values, and make withdrawals after attaining a certain age. It offers a range of investment plans, including fossil fuel-free and impact investing options, from various asset managers. The firm generates a vast majority of its revenue in the form of fees it charges for fund administration. These fees are earned for administering the customer pension schemes and are charged based on a fixed percentage of the value of a customer’s assets held by the pension scheme. It operates in a single geographical location, the United Kingdom. | $2 | -18% | $437M | $394M | 6.9x | 380.7x | ||
 | Finatext Holdings Ltd is engaged in providing cloud native infrastructure for wealthmanagement/insurance providers, and support data analysis development. | $8 | +4% | $397M | $383M | 8.0x | 57.7x | ||
| Fundo Invest Imobiliario Shopping Parque D Pedro, formerly Fundo de Investimento Imobiliario Shopping Parque D Pedro is a real estate investment fund. | $272 | -- | $391M | $391M | - | - | ||
| Fundo DE Investimento Imobiliario VBI Prime Properties is a real estate investment trust in the commercial buildings segment. | $14 | -4% | $379M | $363M | 8.3x | 7.2x | ||
| Btg Pactual Real Estate Hedge Fund Fii - Fundo De Invest Imob Resp Ltd is a Real estate investment fund. | $2 | +9% | $376M | $376M | 11.1x | - | ||
| AlTi Global Inc is an independent wealth and asset manager providing entrepreneurs, multi-generational families, institutions, and emerging next-generation leaders with fiduciary capabilities as well as alternative investment strategies and advisory services. The firm has business which is organized into two business segments namely: Wealth & Capital Solutions includes providing holistic solutions for wealth management clients through comprehensive range of wealth management services, including investment management and advisory services. International Real Estate segment includes assist investors with real estate co-investments, structuring and selecting partners with a track record with risk adjusted return characteristics. The majority of revenue is from Wealth & Capital Solutions. | $3 | -27% | $337M | $725M | 2.8x | 23.6x | ||
| DL Holdings Group Ltd is an investment holding company. It operates in given segments that include Sales of apparel products, Financial services of the licensed business, Family office services business, Money lending services and Enterprise solutions services, Sales of apparel products. The company generates the majority of its revenue from Financial services which include the provision of financial advisory services; securities research services; securities trading and brokerage services; margin financing services; referral services; and investment management and advisory services to the customers. | $0 | -- | $317M | $268M | 11.1x | 11.2x | ||
| Bell Financial Group Ltd is a capital market service provider based in Australia. It is engaged in providing stockbroking, investment, and financial advisory services to private, institutional, and corporate clients. The reporting segments of the company are: Technology & Platforms, Products & Services, and Broking. Maximum revenue is generated from the Broking segment, which includes traditional retail client broking (Retail client focus) and traditional wholesale client broking services (Institutional and Wholesale client focus). The Technology & Platforms segment includes proprietary technology and platforms, including online broking, and the Products & Services segment represents its margin lending, cash, portfolio administration, and superannuation solutions products and services. | $1 | +21% | $316M | $792M | 3.7x | 18.8x | ||
| Neuberger Berman Municipal Fund Inc is a closed-end management investment company that invests mainly in municipal securities. The company aims to provide common stockholders a high level of current income exempt from Federal income tax. | $10 | -- | $305M | $305M | 18.6x | - | ||
| ClearView Wealth Ltd is an ASX-listed Australian life insurance business. It operates as a non-operating holding company. The company's operating segments include Life Insurance. It offers advised life insurance products and also has an in-force (closed) portfolio of non-advised life insurance products. | $0 | +39% | $285M | $262M | 0.9x | 8.8x | ||
| Praemium Ltd is a provider of portfolio administration, investment platforms, and financial planning tools to the wealth management industry. Its clients are predominantly firms that provide financial advice to investors, namely financial advisers, brokers, accountants, investment managers, banks, and other financial providers such as superannuation administrators. | $1 | +10% | $245M | $226M | 3.1x | 12.5x | ||
| Nuveen Real Estate Income Fund is a diversified closed-end investment company. The Fund invests in income-producing common stocks, preferred stocks, convertible preferred stocks, and debt securities issued by real estate companies. | $8 | -- | $238M | $345M | (85.4x) | - | ||
| Fundo Invest Imobiliario FII Btg Pactual Corporate Office Fund seeks to invest in real estate developments by acquiring the following assets: commercial properties, completed or under construction, or other types of properties where commercial developments may be established, rights related to properties, for the purpose of sale, rent or lease, in addition to other Target Assets listed in the Fund‘s regulation. | $9 | +8% | $232M | $224M | 6.1x | 7.7x | ||
| Rbr Alpha Multiestrategia Real Estate Fundo DE Inv Imob, formerly RBR Alpha Fundo de Fundos Fundo de Investimento Imobiliario is a real estate investment trust engaged in real estate sector. | $2 | +23% | $224M | $224M | 30.6x | - | ||
 | Profile Systems & Software SA is a software company developing solutions for the international financial sector, business sector and the public sector. Its products include Axia, IMSplus, FMS.next, FMS.next Payments, RiskAvert, Native Wealth Management Mobile App, GS Market Suite, Plexus, Registry and Nowen-net. The company offers services in the field of Investment Management, Banking, Risk and Compliance, Capital Markets and Marketplace Lending in Europe, Middle East Asia, America and Africa. | $9 | +5% | $212M | $195M | 3.5x | 13.0x | ||
| Fiducian Group Ltd operates as a financial services company. It is a provider of specialist financial services to both financial advisers and retail and wholesale clients throughout Australia. The company has the following segments; Funds Management, Financial Planning, Platform Administration, and Corporate Services. It generates maximum revenue from the Financial Planning Segment through which it provides specialist financial planning services to its customers. | $6 | -13% | $190M | $197M | 4.3x | - | ||
| Valora Cri Indice DE Preco Fundo DE Investimento Imobiliario is a closed-end fund. | $16 | +2% | $187M | $187M | 7.7x | - | ||
| Raizz Renda Logistica Fundo De Investimento Imobiliario formerly Fundo DE Investimento Imobiliario - BRL Prop II is a real estate investment trust. The company's purpose is to obtain income and capital gains through the exploration of real estate projects in the logistics sector. | $26 | +40% | $135M | $122M | 7.8x | 8.2x | ||
| Capitania HBC Renda Urbana Fundo de Invest Imobiliario Response Ltd formerly Hbc II Fundo De Investimento Imobiliario operates as a real estate investment fund. | $2 | +159% | $131M | $99M | 10.2x | 9.9x | ||
| Fundo DE Investimento Imobiliario BTG Pactual Shoppings is a closed-end fund. The purpose of this asset class is to provide shareholders with appreciation and profitability of their shares, through investment in real estate ventures, through the acquisition of completed and constructed real estate developments, land, or buildings under construction, intended for institutional use or commercial. | $18 | +15% | $131M | $89M | 5.1x | 5.2x | ||
| Fundo DE Investimento Imobiliario BTG Pactual Agro Logistica is a real estate investment trust engaged in the logistical and industrial segment. | $17 | +11% | $103M | $77M | 8.8x | 10.1x | ||
| Aurelion Inc is a Tether Gold (XAUT) Real World Asset (RWA) company focused on developing a business around tokenized gold. XAUT combines the stability of physical gold with the efficiency of blockchain, providing investors access to a tokenized gold reserve that could serve as a haven to inflation, currency devaluation, and crypto volatility. In parallel to building a business around the development of tokenized gold, Aurelion provides wealth management and asset management services. | $2 | -- | $91M | $130M | 72.6x | (10.3x) | ||
| AF Invest CRI Fundo DE Investimento Imobiliario Recebiveis Imobiliario invests resources in real estate projects to provide the shareholder with income and capital gains arising from investment, primarily in Target Assets and, secondarily, in Financial Investments. | $19 | +6% | $90M | $90M | 9.1x | - | ||
 | Mayberry Jamaican Equities Ltd is an investment holding company with a view to achieve long term capital appreciation, while preserving capital, by investing in public equity services in Jamaica. Its business activities include treasury and trading, investment banking, asset management, pension fund management, and managed equity portfolio. Its investment banking services comprise of Debt Raising, Advisory Services, Mergers, and Acquisitions, Divestitures, and Equity Raising. | $0 | -- | $51M | $87M | 32.6x | (3.3x) | ||
 | Mayberry Group Ltd is a licensed securities dealer. The company has primary dealer status from the Bank of Jamaica. The principal activities of the company comprise dealing in securities, portfolio management, investment advisory services, operating a foreign exchange cambio, managing funds on behalf of clients, and administrative and investment management services for pension plans. | $0 | -- | $49M | $142M | 45.2x | - | ||
| Prime Financial Group Ltd is an integrated accounting and business advisory, wealth management, and capital advisory company for business owners and family groups. It offers services accounting and tax compliance, start-up services, SME advisory, director and board services, life insurance, estate planning, lending and finance, transaction and restructuring services, superannuation, and others. Its segments are Business Segment and the other to Wealth Management segment. The company generates the majority of its revenue from the Wealth Management segment. | $0 | -- | $42M | $58M | 1.6x | 7.0x | ||
| Intellistake Technologies Corp is a technology company that is focused on decentralized artificial intelligence and engaging in operations across the blockchain ecosystem, including proof-of-stake mining, blockchain nodes, digital tokens and validators. | $0 | -- | $40M | $37M | - | (25.5x) | ||
| 9F Inc is a financial account platform integrating and personalizing financial services in China. It provides a range of financial products and services across online lending, wealth management, and payment facilitation, all integrated under a single digital financial account. The company's operations are organized into Material segments, consisting of E-commerce services, technology Empowerment service and Wealth Management services, of which it derives maximum revenue from technology Empowerment service. All its revenues are generated from the People's Republic of China. | $3 | -- | $35M | ($447M) | (10.4x) | (89.2x) | ||
| The Australian Wealth Advisors Group Ltd is a Financial Management Firm. Its passion and expertise are providing attentive financial planning and advisory services on asset allocation and Asset Management. The operating segment includes the investment and funds management segment and the Wealth Management support services segment. | $0 | -- | $32M | $32M | 4.1x | - | ||
| Alianza Credito Imobiliario Fundo De Investimento Imobiliario formerly Sig Capital Recebiveis Pulverizados Fundo De Investimento Imobiliario is a Real Estate Investment Fund (FII) that operates in the Bonds and Securities area. | $1 | +385% | $30M | $30M | 16.1x | - | ||
| Ground Rents Income Fund PLC is a closed-ended real estate investment trust (‘REIT’). It invests in long-term ground rents from residential leasehold properties. The company's portfolio consists of freeholds and head leaseholds that generate steady ground rent income. The company's objective is to balance periodic repayment of bank debt with returning cash to shareholders, while optimizing the value of its investments. It is engaged in a single segment of business, being the collection of ground rent from its investment properties. Geographically, the company derives revenue within the UK. | $0 | -- | $22M | $33M | (19.0x) | - | ||
| ASTMAX Co Ltd is engaged in management, accounting, administration, legal affairs, and internal control. The company conducts investment operations and manage assets of domestic institutional investors, renewable energy business, and electricity trading business. | $2 | -- | $22M | $20M | 0.2x | 12.2x | ||
| Fundo de Investimento BM Brascan Lajes Corporativas - FII is a real estate investment trust. The Fund aims to invest in real estate developments, through the acquisition and exploitation of commercial properties, ready or under construction, land, parking spaces or other types of properties where commercial enterprises can be developed. | $20 | -- | $20M | $20M | - | - | ||
| Hampton Financial Corp is a holding company. Through its subsidiary, the company operates as a registered investment dealer, providing investment advisory and brokerage services. It is engaged in family office, wealth management, institutional services, and capital markets activities. Additionally, the company provides investment banking services, which include assisting companies with raising capital, advising on mergers and acquisitions, and aiding issuers in obtaining a listing on a recognized securities exchange in Canada. The company operates in two business segments: i) Investment advisory and brokerage services, ii) Commercial factoring business. The majority of revenue is derived from Investment advisory and brokerage services. | $0 | -- | $16M | $27M | 3.7x | (25.5x) | ||
| Zuu Co Ltd is a fintech company. Its businesses are grouped into following operating businesses: fintech platform business, media service, and fintech support service. The company through its ZUU online education portal offers financial information in Japan and Singapore. | $3 | -- | $14M | $9M | 0.5x | 1.9x | ||
| River Global PLC is principally involved in the provision of asset and wealth management services. | $0 | -- | $10M | $3M | 0.2x | (0.2x) | ||
| PHI Group Inc is part of the financial services industry. Its primary scope of business is mergers and acquisitions. Its M&A advisory and consulting services include strategic and transaction advisory and consulting services related to acquisitions and divestitures. The company advises and consults with buyers and sellers of businesses, provides corporate restructuring and turnaround management services, and delivers post-closing value enhancement services. | $0 | -- | $5M | $11M | - | - | ||
 | Banco Actinver SA is a provider of investment advisory services in Mexico. The company specializes in wealth management and corporate and private banking. Its products include investment funds, credits, insurance, lease, trust, and asset management. Its segments include Investment fund management, Treasury, and investment banking, Brokerage, Credit and corporate activities, Leasing, and Others. | $2 | -- | $4M | ($599M) | (2.7x) | - | ||
| Merriman Holdings Inc is a financial service holding company. It provides capital markets advisory and research, corporate and investment banking services. The company's investment bankers provide a range of corporate finance and strategic advisory services. Its corporate finance practice advises on and structures capital raising solutions for its corporate clients through public and private offerings primarily of equity and convertible debt securities. | -- | -- | $410K | $3M | - | - | ||
| Median | $4 | +10% | $385M | $387M | 4.6x | 10.0x |
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