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.

Atlanticus Holdings

Market Cap: US$815.6m

A financial technology company, provides products and services to lenders 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.

DLocal

Market Cap: US$3.6b

Provides payment processing services worldwide.

Patria Investments

Market Cap: US$1.8b

Operates as a private market investment firm.

Figure Technology Solutions

Market Cap: US$7.4b

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

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.

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.

Burford Capital

Market Cap: US$1.7b

Provides legal finance products and services worldwide.

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.

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.

Sachem Capital

Market Cap: US$47.7m

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

Sezzle

Market Cap: US$2.2b

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

ITHAX Acquisition

Market Cap: US$312.6m

As of July 18, 2022, ITHAX Acquisition Corp.

Paymentus Holdings

Market Cap: US$3.1b

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

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.

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.

Shift4 Payments

Market Cap: US$3.3b

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

DigitalBridge Group

Market Cap: US$2.9b

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

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.

Oportun Financial

Market Cap: US$198.0m

Provides financial services in the United States.

Orchid Island Capital

Market Cap: US$1.3b

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

ALT5 Sigma

Market Cap: US$171.8m

Provides blockchain-powered technologies worldwide.

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.

WisdomTree

Market Cap: US$1.8b

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

Merchants Bancorp

Market Cap: US$1.9b

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

Ares Management

Market Cap: US$34.9b

Operates as an alternative asset manager.

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.

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.

Rithm Capital

Market Cap: US$4.9b

Operates as an asset manager focused on real estate, credit, and financial services in the United States.

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.