June 2026
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Largest Wealth Management Public Companies in the US
Benchmark revenue and EBITDA valuation multiples for public comps like
Coinbase, Webull, Forge Global, AlTi Global and Neuberger Berman.
 | 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 | ||
| 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 | ||
| 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 | - | - | ||
| 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 | ||
| 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 | - | ||
| 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) | - | ||
| 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 | - | - | ||
| 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 | $8 | -38% | $321M | $461M | 4.3x | 21.5x |
Financial data powered by FactSet and Morningstar. Valuation multiples as of current fiscal year. For more data, start your free trial here.
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