U.S. Diversified Financials Profitable Climbers

Upstart Holdings

Market Cap: US$2.5b

Operates a cloud-based artificial intelligence (AI) lending platform in the United States.

PicS

Market Cap: US$1.5b

Operates as a digital financial services company that provides digital wallet and application for individuals and businesses in Brazil.

Atlanticus Holdings

Market Cap: US$815.6m

A financial technology company, provides products and services to lenders in the United States.

DLocal

Market Cap: US$3.6b

Provides payment processing services worldwide.

Lument Finance Trust

Market Cap: US$69.1m

A real estate investment trust, focuses on investing in, financing, and managing a portfolio of commercial real estate (CRE) debt investments in the United States.

Figure Technology Solutions

Market Cap: US$7.4b

A financial technology company, provides blockchain-based products and solutions in the United States.

Patria Investments

Market Cap: US$1.8b

Operates as a private market investment firm.

Remitly Global

Market Cap: US$3.2b

A cross-border payment company engages in the provision of digital financial services in the United States, Canada, and internationally.

Burford Capital

Market Cap: US$1.7b

Provides legal finance products and services worldwide.

Sachem Capital

Market Cap: US$47.7m

Operates as a real estate finance company in the United States.

Moelis

Market Cap: US$4.3b

Operates as an investment banking advisory company in North and South America, Europe, the Middle East, Asia, and Australia.

Sezzle

Market Cap: US$2.2b

Operates as a technology-enabled payments company primarily in the United States and Canada.

Ellington Financial

Market Cap: US$1.4b

Through its subsidiary, Ellington Financial Operating Partnership LLC, acquires and manages mortgage-related, consumer-related, corporate-related, and other financial assets in the United States.

Bitgo Holdings

Market Cap: US$1.1b

Operates as a digital asset infrastructure company that allows institutional clients to secure, manage, utilize, and create digital assets through its technology platform.

ITHAX Acquisition

Market Cap: US$312.6m

As of July 18, 2022, ITHAX Acquisition Corp.

LPL Financial Holdings

Market Cap: US$23.5b

Provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States.

Paymentus Holdings

Market Cap: US$3.1b

Provides cloud-based bill payment technology and solutions in the United States and internationally.

Toast

Market Cap: US$16.2b

Operates a cloud-based digital technology platform for the restaurant industry in the United States, Ireland, India, and internationally.

Blackstone

Market Cap: US$135.7b

An alternative asset management firm specializing in private equity, venture capital, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies.

DigitalBridge Group

Market Cap: US$2.9b

DigitalBridge (NYSE: DBRG) is a leading global alternative asset manager dedicated to investing in digital infrastructure.

Shift4 Payments

Market Cap: US$3.3b

Engages in the provision of software and payment processing solutions in the United States and internationally.

Lazard

Market Cap: US$3.7b

Operates as a financial advisory and asset management firm in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

OppFi

Market Cap: US$677.6m

A tech-enabled digital finance platform, provides financial products and services for banks in the United States.

Hamilton Lane

Market Cap: US$5.6b

A private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies.

ALT5 Sigma

Market Cap: US$171.8m

Provides blockchain-powered technologies worldwide.

Orchid Island Capital

Market Cap: US$1.3b

A specialty finance company, invests in residential mortgage-backed securities (RMBS) in the United States.

Oportun Financial

Market Cap: US$198.0m

Provides financial services in the United States.

WisdomTree

Market Cap: US$1.8b

Through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager.

Ares Management

Market Cap: US$34.9b

Operates as an alternative asset manager.

Merchants Bancorp

Market Cap: US$1.9b

Operates as the diversified bank holding company in the United States.

OneMain Holdings

Market Cap: US$6.0b

A financial service holding company, engages in the consumer finance and insurance businesses in the United States.

Ladder Capital

Market Cap: US$1.2b

Operates as an internally-managed real estate investment trust in the United States.

Alerus Financial

Market Cap: US$593.6m

Operates as the bank holding company for Alerus Financial, National Association that provides various financial services to businesses and consumers in the United States.

Paysign

Market Cap: US$177.8m

Provides prepaid card programs, comprehensive patient affordability offerings, digital banking services, and integrated payment processing services for businesses, consumers, and government institutions.

NCR Atleos

Market Cap: US$3.1b

A financial technology company, engages in the provision of self-directed banking solutions to financial institutions, merchants, manufacturers, retailers, and consumers in the United States, rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Capital One Financial

Market Cap: US$112.9b

Operates as the financial services holding company for the Capital One, National Association, which engages in the provision of various financial products and services in the United States, Canada, and the United Kingdom.