Raymond James
Operates diverse financial services through subsidiaries specializing in investment, financial planning, capital markets, and asset management.
- Finance
| Date | Investors | Amount | Round |
|---|---|---|---|
| N/A | N/A | IPO | |
| Total Funding | 000k | ||
| USD | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|---|---|---|
| Revenues | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
| % growth | 22 % | 13 % | 6 % | 10 % | 10 % | 8 % | 8 % |
| EBITDA | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
| % EBITDA margin | 20 % | 21 % | 22 % | 23 % | 21 % | - | - |
| Profit | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
| % profit margin | 15 % | 14 % | 15 % | 16 % | 15 % | 15 % | 15 % |
| EV | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
| EV / revenue | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x |
| EV / EBITDA | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x |
| R&D budget | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
Source: Company filings or news article, Equity research estimates
Raymond James is a diversified financial services company that provides a range of services to individuals, corporations, and municipalities.
The company operates through five main segments: the Private Client Group, Capital Markets, Asset Management, RJ Bank, and Other. The Private Client Group offers financial planning, investment advisory, and securities transaction services to individual and institutional clients. The Capital Markets segment provides investment banking, equity and fixed income research, and sales and trading services to corporate, institutional, and governmental clients. The Asset Management division offers a variety of investment management products and services. RJ Bank provides various banking and lending products, including residential, commercial, and industrial loans.
Raymond James's business model is centered on providing a high level of personalized service and advice to its clients. The company's financial advisors work closely with clients to understand their financial goals and develop customized investment strategies. This client-centric approach has helped the company build a loyal client base and achieve consistent growth. The company generates revenue through fees for investment advisory and asset management services, commissions on securities transactions, and net interest income from its banking operations.
Keywords: wealth management, financial planning, investment banking, asset management, capital markets, private client group, banking, lending, securities, financial advisory
Tech stack
