Public Comps and Valuation Multiples for Wealth Management

Benchmark revenue and EBITDA valuation multiples for public comps like
Generali, Coinbase, Banco BTG Pactual, Huatai Securities and Jio Financial Services.

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Wealth Management

Viewing 25 of 73 companies with full data

Company	Market Cap	Enterprise Value	LTM Revenue	EV/LTM Revenue	EV/LTM EBITDA
Generali	$72B	$109B	$116B	0.9x	11.6x
Coinbase	$41B	$39B	$6.6B	5.9x	16.9x
Banco BTG Pactual	$38B	$51B	$7.3B	7.0x	-
Huatai Securities	$25B	$69B	$6.5B	10.7x	24.3x
Jio Financial Services	$17B	$18B	$388M	47.7x	-
Aegon	$13B	$15B	-	-	-
Standard Life	$12B	$6.8B	$7.9B	0.9x	5.5x
Aditya Birla Capital	$11B	$30B	$972M	30.5x	40.0x
XP Investimentos	$8.6B	$15B	$3.8B	3.9x	11.9x
Intercorp Financial	$6.6B	$10B	$2.1B	4.8x	-
360 One Wam	$4.7B	$6.2B	$347M	17.8x	36.3x
Techcom Securities	$4.6B	$4.6B	$471M	9.9x	-
Webull	$3.8B	$3.1B	$665M	4.6x	30.0x
Aditya Birla Sun Life AMC	$3.4B	$3.2B	$205M	15.4x	26.3x
AMP	$3.4B	$19B	$935M	20.4x	78.0x
Guaranty Trust Holding	$3.3B	$3.3B	$1.7B	1.9x	-
Angel One	$3.1B	$2.3B	$514M	4.4x	13.2x
GoFintech Quantum	$2.4B	$2.2B	-	-	-
Rathbones Group	$2.3B	$2.5B	$1.3B	2.0x	7.3x
Insignia Financial	$2.3B	$2.6B	-	-	-
iFAST Corp	$2.3B	$1.5B	$450M	3.3x	10.8x
Guardian Capital Group	$1.2B	$1.2B	-	-	-
Edelweiss Financial Services	$1.2B	$3.1B	-	-	-
Canaccord Genuity	$1.1B	($39M)	$1.6B	(0.0x)	-
XPS Pensions Group	$917M	$999M	$358M	2.8x	9.7x
RFA Financial	$845M		-
Bravura Solutions	$819M		$198M
PHI Group	$778M		-
VP Bank	$749M		$427M
Octopus Apollo VCT	$731M		-
Foresight Group Holdings	$713M		$197M
More Provident Funds	$703M		-
Forge Global	$623M		-
Patria Renda Urbana FII	$573M		-
Finatext	$525M		$78M
Altshuler Shaham	$435M		-
Fundo Invest Imobiliario Shopping Parque Dom Pedro	$388M		-
PensionBee	$386M		$65M
Fundo DE Investimento	$386M		-
AlTi Global	$384M		$278M
Bell Financial Group	$335M		$211M
Neuberger Berman	$309M		-
ClearView Wealth	$284M		-
Nuveen Real Estate Income	$250M		-
Profile Software	$249M		-
DL Holdings Group	$242M		-
Praemium	$242M		$79M
RBR Alpha Multiestrategia Real Estate	$215M		-
Fiducian	$188M		$67M
Valora CRI Índice de Preço FII	$183M		-
Capitania HBC Renda Urbana FII	$131M		-
Raizz Renda Logistica FII	$130M		-
AF INVEST CRI FII	$89M		-
Aurelion	$64M		-
Intellistake Technologies	$52M		-
Mayberry Jamaican Equities	$50M		-
Mayberry Group	$46M		-
Prime Financial Group	$40M		-
The Australian Wealth Advisors Group	$29M		-
Alianza Credito FII	$29M		-
9F	$25M		-
Ground Rents Income Fund	$22M		-
Nousbo	$21M		-
ASTMAX	$21M		-
BM Brascan Lajes	$20M		-
Hampton Financial	$15M		-
Zuu Co	$13M		$17M
River Global	$5M		-
Banco Actinver	$4M		-
Warren Securities Fundo	$668K		-
Merriman Holdings	$410K		-
Blackrock Investment	-		-
JPMorgan Chase Bank	-		-