Erie Indemnity
Erie PA insurance management company (NASDAQ: ERIE) 100th anniversary 2025; earns ~25% management fee on Erie Insurance ...
Circle Internet Group
Circle Internet (CRCL) reported $1.7B revenue in FY2024, up 16% YoY. Issuer of USDC, the #2 stablecoin with $43B in circulation. HQ: Boston, MA. Filed...
CME Group
Chicago global derivatives exchange (NASDAQ: CME) at $99B market cap; XRP futures launched May 2025 on CFTC commodity ap...
Complete Rankings
Circle Internet (CRCL) reported $1.7B revenue in FY2024, up 16% YoY. Issuer of USDC, the #2 stablecoin with $43B in circulation. HQ: Boston, MA. Filed for IPO 2024.
Erie PA insurance management company (NASDAQ: ERIE) 100th anniversary 2025; earns ~25% management fee on Erie Insurance Exchange premiums, capital-light fee model insulated from underwriting risk, 12-state footprint competing with Allstate.
Chicago global derivatives exchange (NASDAQ: CME) at $99B market cap; XRP futures launched May 2025 on CFTC commodity approval, expanding crypto suite with Bitcoin/Ethereum/Solana competing with ICE for institutional derivatives volume.
Columbus GA supplemental insurance (NYSE: AFL) at $19.13B 2024 revenue, $5.44B net income; largest US supplemental insurer and Japan's largest insurer (1-in-4 households), 16% dividend increase Q1 2025 competing with Unum and MetLife.
Monett MO community bank fintech (NASDAQ: JKHY) ~$2.3B revenue; SilverLake/Banno for 7,500+ community banks, Victor Technologies PaaS acquisition, 99%+ retention competing with Fiserv and FIS for community financial institution tech.
New York world's largest asset manager (NYSE: BLK) at $12.5T AUM; record $641B 2024 net inflows, $28B acquisition program (GIP $12.5B + HPS $12B + Preqin $3.2B) building private markets platform competing with Vanguard and Fidelity.
St. Petersburg FL diversified financial services (NYSE: RJF) ~$1.4T client assets; #1 J.D. Power 2025 investor satisfaction, advisor-centric culture recruiting from wirehouse firms, investment banking competing with Morgan Stanley.
Des Moines retirement and asset management (NASDAQ: PFG) at $16.13B 2024 revenue (+18%), $753B AUM; new CEO Deanna Strable (Jan 2025), Ascensus ESOP acquisition (2024), $1.7T AUA competing with Empower for mid-market 401(k).
Pittsburgh 6th-largest US bank (NYSE: PNC) at record $21.6B 2024 revenue and $6.0B net income; FirstBank Colorado acquisition $4.1B (2025), $1.5B branch investment competing with US Bancorp for regional commercial banking.
Chicago wealth management and institutional services (NYSE: NTRS) with $1.6T AUM and $16.8T AUC/A; 3-year consecutive Best Private Bank US Digital Wealth Planning award competing with BNY Mellon for institutional custody.
Rolling Meadows IL insurance brokerage (NYSE: AJG) ~$14B combined revenue; $13.45B AssuredPartners acquisition (industry largest), +10,900 employees, 400 offices, third largest global broker competing with Marsh McLennan.
Regions Financial (RF) reported ~$7.5B revenue in FY2024. Regional bank serving the South, Midwest, and Texas with $158B in assets. Known for conservative underwriting and digital banking investments. HQ: Birmingham, AL.
McKinney TX direct-to-consumer life insurance (NYSE: GL) at $5.78B 2024 revenue (+6%); net income $1.07B (+10%), American Income Life union distribution, middle-income families competing with Aflac and Lincoln Benefit.
Atlanta B2B payments (NYSE: CPAY, rebranded from FLEETCOR) at $3.975B FY2024 revenue; fleet cards, AP automation, Cambridge cross-border payments, Q4 organic growth +12%, adjusted net income $1.4B competing with WEX.
New York City largest US bank (NYSE: JPM) $177B FY2024 net revenue, $58.5B net income (record); IB fees +49%, First Republic acquisition 2023, #1 consumer deposits and IB competing with Goldman and Bank of America.
Atlanta investment management (NYSE: IVZ) ~$1.85T AUM; QQQ ETF ($300B+ assets, world's most traded ETF), Q1 2025 EPS $0.44 (beat), $17.6B net inflows, 330bp margin expansion competing with BlackRock and Vanguard.
New York City global commercial P&C insurer (NYSE: AIG) ~$27B FY2024 revenue; post-2008 bailout transformation complete, Corebridge life insurance spinoff, specialty lines focus competing with Chubb and Zurich.
New York financial index and analytics leader (NYSE: MSCI) $2.86B FY2024 revenue (+17%); MSCI World/EM benchmark standard, 93%+ renewal rate, BarraOne risk, ESG ratings competing with FTSE Russell and S&P DJI.
Cleveland OH Midwest/Mountain West regional bank (NYSE: KEY) ~$7.8B FY2024 revenue; Scotiabank $2.8B equity investment 2024, KBCM middle market investment banking, competing with Huntington and Fifth Third.
World's largest insurance broker network (Marsh, Guy Carpenter, Mercer, Oliver Wyman); $23.4B FY2024 revenue; hard market tailwind 2019-2024; cyber insurance leader; competes with Aon, Willis Towers Watson.
Synchrony Financial (SYF) reported ~$15.9B revenue in FY2024. America's largest provider of private-label credit cards, partnering with major retailers, healthcare, and home goods brands. HQ: Stamford, CT.
San Mateo CA global asset manager (NYSE: BEN) ~$1.65T AUM, $5.2B FY2024 revenue; Legg Mason/Putnam multi-boutique, Western Asset outflows from 2024 regulatory issues, competing with BlackRock and Fidelity.
Jacksonville FL banking and capital markets fintech (NYSE: FIS) ~$10.1B FY2024 revenue; Worldpay divested 2023, IBS/HORIZON core banking, FIS Accelerate transformation competing with Fiserv and Jack Henry.
Daytona Beach FL insurance brokerage (NYSE: BRO) $4.5B FY2024 revenue (+12%); decentralized acquisition model, National Programs specialty, 30-year consistent growth competing with Marsh McLennan and Aon.
Columbus OH Midwest super-regional bank (NASDAQ: HBAN) ~$7.4B FY2024 revenue; 11-state footprint, auto dealer floorplan specialist, $200B+ assets, Fair Play Banking competing with Fifth Third and KeyCorp.
New York specialty insurance (NYSE: AIZ) ~$11.5B FY2024 revenue; 180M mobile devices protected, AT&T/T-Mobile/Verizon carrier programs, Connected Living platform competing with Asurion and SquareTrade.
Atlanta financial market infrastructure (NYSE: ICE) ~$9.3B FY2024 revenue; NYSE, ICE Brent/HH futures, Black Knight $11.7B mortgage tech acquisition 2023, Encompass LOS competing with CME and Tradeweb.
Newark NJ financial services (NYSE: PRU) ~$47.6B FY2024 revenue; PGIM $1.4T AUM, Japan/Brazil life insurance, Fortitude Re block sale, annuity demand surge competing with MetLife and Lincoln Financial.
Alternative asset manager with $733B AUM; Athene insurance integration (~$350B liabilities) defines insurance-to-alternatives model; 70% credit AUM makes Apollo world's largest private credit manager.
New York alternative asset manager (NYSE: BX) at $1.2T AUM; 2024 revenue $11.37B (+53%), AirTrunk A$24B Asia-Pacific data center acquisition, distributable earnings $6B competing with Apollo and KKR.
Fintech giant with $20.5B FY2024 revenue; Clover POS serves 800,000 SMBs with app ecosystem; 10,000 bank clients; $22B First Data acquisition 2019 created commerce and banking technology powerhouse.
Credit rating and analytics duopolist with $7.1B FY2024 revenue; Berkshire Hathaway ~12% stake; 50%+ MIS operating margins; generative AI tools for credit analysis; RMS catastrophe risk acquisition.
U.S. Bancorp (USB) reported ~$27.5B revenue in FY2024. Fifth-largest U.S. commercial bank with $680B in assets, known for consistent profitability and conservative risk management. HQ: Minneapolis.
New York electronic bond trading (NASDAQ: MKTX) $763M FY2024 revenue; Open Trading $2T+ liquidity, 40% US IG bond electronification, portfolio trading growth competing with Tradeweb and Bloomberg.
Commercial P&C and group benefits insurer with $24.7B FY2024 revenue; top-3 workers' comp writer; life/mutual funds sold 2018-2022 for strategic focus; hard market beneficiary in commercial lines.
Fifth Third Bancorp (FITB) reported ~$8.4B revenue in FY2024. Regional bank serving the Midwest and Southeast with $215B in assets and strong middle market commercial banking. HQ: Cincinnati.
Payment technology company with $9.2B FY2024 revenue; Issuer Solutions spin-off announced 2024; software-led merchant verticals (Heartland, AdvancedMD); competes with Fiserv, Stripe, Adyen.
T. Rowe Price (TROW) reported ~$7.1B revenue in FY2024. Leading independent asset manager with $1.6T in AUM, known for actively managed mutual funds for retirement investors. HQ: Baltimore.
State Street Corporation (STT) reported ~$12.5B revenue in FY2024. One of the world's largest custodian banks and investment managers, serving institutional investors globally. HQ: Boston.
Truist Financial (TFC) reported ~$20.3B revenue in FY2024. Sixth-largest U.S. bank formed by BB&T and SunTrust merger with $527B in assets and strong Southeast presence. HQ: Charlotte, NC.
Tisch family-controlled conglomerate; 90% CNA Financial stake drives earnings; Boardwalk Pipeline benefits from gas demand; $16.2B FY2024 revenue; patient value-oriented capital allocator.
Regional bank with $208B assets; 2022 People's United acquisition added 400+ branches; conservative CRE underwriting; Wilmington Trust wealth management; NYSE: MTB under CEO René Jones.
Everest Group (EG) reported ~$17.7B revenue in FY2024. Global reinsurance and specialty insurance company providing coverage for catastrophic and complex risks. HQ: Hamilton, Bermuda.
Global PE and alternatives firm with $638B AUM; Global Atlantic insurance engine funds credit strategies; major AI infrastructure investor; NYSE: KKR with corporation conversion 2021.
Wealth and asset management with $17.1B FY2024 revenue; 10,000 advisors; Columbia Threadneedle $700B+ AUM; CEO Jim Cracchiolo 20-year tenure; 80%+ earnings returned to shareholders.
Global financial data platform with $2.19B FY2024 revenue; 216,000 users; open API vs. Bloomberg's closed ecosystem; LiquidityBook OMS/EMS acquisition; AI research tools expansion.
S&P Global (SPGI) reported $14.2B revenue in FY2024, up 14% YoY. Leading financial data and ratings company. S&P 500 index, credit ratings, market intelligence. HQ: New York, NY.
Travelers Companies (TRV) reported ~$45.7B revenue in FY2024. Leading U.S. property casualty insurer providing commercial, personal, and specialty lines insurance. HQ: New York.
Global exchange group with $4.8B FY2024 revenue; SPX/VIX options monopoly; 0DTE options trading boom 2022-2024; new CEO Fred Tomczyk 2023; digital assets derivatives expansion.
Willis Towers Watson (WTW) reported ~$9.7B revenue in FY2024. Global advisory and brokerage firm providing risk, benefits, and human resources consulting services. HQ: London.