The company operates as a diversified financial services and technology platform serving institutional clients, retail investors, corporate customers, and wealth management clients across the United States and key international financial centers. It generates revenue through multiple streams including asset management fees based on assets under management, advisory and consulting services, trading and transaction fees, subscription-based digital platform fees, and performance-based compensation. The business model emphasizes recurring revenue, scalable technology platforms, and the cross-selling of complementary investment management, wealth management, trading, and financial technology solutions to both institutional and individual customers.
| USD millions | FY2025 |
|---|---|
| Revenue | 3 |
| Net Income | -8 |