U.S. Diversified Financials Profitable Climbers

PicS

Market Cap: US$1.4b

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

Dave

Market Cap: US$4.5b

Provides various financial products and services through its financial services platform in the United States.

Upstart Holdings

Market Cap: US$2.9b

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

Carlyle Group

Market Cap: US$17.6b

An investment firm specializing in direct and fund of fund investments.

Figure Technology Solutions

Market Cap: US$8.8b

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

Hennessy Capital Investment VII

Market Cap: US$166.2m

Does not have significant operations.

Sezzle

Market Cap: US$4.0b

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

ITHAX Acquisition

Market Cap: US$312.6m

As of July 18, 2022, ITHAX Acquisition Corp.

Atlanticus Holdings

Market Cap: US$1.5b

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

Paymentus Holdings

Market Cap: US$5.0b

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

Sunrise Realty Trust

Market Cap: US$103.4m

Engages in commercial real estate lending business in the United States.

Blackstone

Market Cap: US$178.3b

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.

Toast

Market Cap: US$21.2b

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

Lazard

Market Cap: US$4.3b

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

Affirm Holdings

Market Cap: US$25.8b

Operates payment network in the United States, Canada, and internationally.

Webull

Market Cap: US$4.7b

Operates as a digital investment platform.

OppFi

Market Cap: US$594.8m

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

Enova International

Market Cap: US$6.0b

A technology and analytics company, provides online financial services in the United States, Brazil, and internationally.

Starwood Property Trust

Market Cap: US$6.1b

Operates as a real estate investment trust (REIT) in the United States and internationally.

DLocal

Market Cap: US$4.5b

Provides payment processing services worldwide.

Ares Management

Market Cap: US$46.7b

Operates as an alternative asset manager.

Patria Investments

Market Cap: US$1.8b

Operates as a private market investment firm.

Paysign

Market Cap: US$795.6m

Provides prepaid card programs, patient affordability offerings, digital banking, life science software technology solutions, and integrated payment processing services for businesses, consumers, and government institutions in the United States.

Pershing Square

Market Cap: US$16.0b

Operates as an alternative asset manager.

OneMain Holdings

Market Cap: US$7.3b

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

Alerus Financial

Market Cap: US$816.1m

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

EVERTEC

Market Cap: US$1.8b

Provides transaction processing and financial technology services in Latin America, Puerto Rico, and the Caribbean.

Seven Hills Realty Trust

Market Cap: US$174.5m

A real estate investment trust, focuses on originating and investing in first mortgage loans secured by middle market and transitional commercial real estate in the United States.

LPL Financial Holdings

Market Cap: US$28.5b

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

Victory Capital Holdings

Market Cap: US$7.1b

Operates as an asset management company in the United States and internationally.

Rithm Capital

Market Cap: US$5.7b

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

Capital Southwest

Market Cap: US$1.6b

A business development company.

TPG

Market Cap: US$20.1b

Operates as an alternative asset manager in the United States and internationally.

Shift4 Payments

Market Cap: US$3.8b

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

SoFi Technologies

Market Cap: US$24.4b

Provides various financial services in the United States, Latin America, Canada, and Hong Kong.

Flywire

Market Cap: US$2.4b

Operates as a payment enablement and software company in the United States, Europe, the Middle East, and Africa and the Asia Pacific.