A financial services company that offers investment and wealth management services for individuals and institutions. The firm provides tools and support for financial advisors in managing client portfolios and financial strategies.
1989
United States
5,001 - 10,000 employees
Financial Services
$10B+ in revenue
$500M - 1B in profitability
Industry rank: 20 out of 610
Total CO2 emissions
(CO2e tonnes)
Industry rank: 20 out of 610
Industry rank: 31 out of 610
Total energy consumption
and % renewables
(MWh, % of consumption)
Industry rank: 31 out of 610
Total energy
Share of renewable energy
Industry benchmark
Industry rank: Beyond Top 100
Total electricity consumption
and % renewables
(MWh, % of consumption)
Industry rank: Beyond Top 100
Total electricity
Share of renewable electricity
Industry benchmark
6.4
B/M 25.0
2.0
B/M 2.6
Share of female employees (%)
Share of female board members
Total waste generated (tonnes)
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Biodiversity loss in terms of the equivalent land affected (km²e)
Total biodiversity loss as CO2e tonnes
Estimated nature species lost due to corporate activity, expressed as Potentially Disappeared Fraction (PDF)
One row per year, with the latest at the top. Each driver uses its own scale.
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| 2020 | 2021 | 2022 | 2023 | 2024 | Benchmark | ||
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Total Annual
Revenue & EBITDA
($ B)
Margin as % of revenue
R&D as % of revenue
Analyst consensus vs actuals
($ B)
10.1
▲ 1.5%
12.4
▲ 2.6%
17.0
▲ 1.0%
31.6
2029Not available
Available
Available
Available
9 out of 17 incl. management
Not available
Not available
Not available
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Not available
Not available
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