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Financial companies and projects

Explore the companies and projects assigned to Financials in Orbitrum. Browse banking services, investment holdings, collective investments, investment services and insurance, then open their available research and author profiles.

Projects in Financials

1,819 projects

AGF ManagementAGF Management Limited is one of Canada’s premier investment management companies with offices across Canada and subsidiaries around the world. 2007 marks AGF’s 50th anniversary ofproviding Canadians with innovative investment solutions across the wealth continuum. AGF’s products and services include a diversified family of more than 50 mutual funds, the evolutionary AGF Elements portfolios, the Harmony asset management program, AGF Private Investment Management, Institutional Account Services and AGF Trust GICs, loans and mortgages. With approximately $53 billion in total assets under management, AGF serves more than one million investors. AGF Management Limited was formed on 1957 and is based in Canada.Web2
AJ BellAJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom. The company offers AJ Bell Investcentre, which offers adviser needs and client service, easy-to-use functionality, and a comprehensive investment range at competitive prices; and AJ Bell, an investment platform. It also provides AJ Bell Touch, a mobile-focused platform service for financial advisers; AJ Bell Dodl, an investment platform that offers commission-free service; AJ Bell Investments, which offers investment management solutions through advisers and direct to customers; AJ Bell Securities for wealth management solutions. In addition, the company operates dealing and custody, media, and educational material. The company was founded in 1995 and is headquartered in Manchester, the United Kingdom.Web2

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About this sector

Financials is a distinct application sector grouping banking services, investment holdings, collective investments, investment banking and insurance. The live category list determines the available industries. Individual profiles describe the business or vehicle represented, while the linked evaluations provide the author's project-specific perspective.

How to compare projects

A bank, an insurer and an investment holding company are not the same type of operation. Narrow the list by industry and compare what the evaluations actually examine, including the date and the author's stated scope.

Projects follow the categories assigned in the Orbitrum application. This collection supports research and discovery; it is not an investment ranking.

Industry definitions

Investment Holding Companies (1,281)

Companies classified as investment holding companies.

Banking Services (2,259)

Companies categorized as banking-service providers.

Collective Investments (647)

Projects classified as collective-investment vehicles or activities.

Investment Banking & Investment Services (1,819)

Investment-banking and investment-service businesses.

Insurance (681)

Insurance companies within the Financials classification.

Questions to guide your research

  • What activity or vehicle is represented by the project?
  • Which operating or financial factors does the author evaluate?
  • What assumptions should a reader examine in the underlying analysis?

Questions about this sector

How is Financials different from Finance?

Financials groups banks, investments, holdings and insurance in the application. Finance has a broader application-oriented set that includes DeFi, exchanges, payments and some overlapping financial activities. The website preserves both classifications.

Where can I find insurance companies?

Insurance is an industry under Financials. The application also uses Insurance under Finance. Browse either assignment and open the company profile to see its actual activity and available research.

Relevant research

Authors covering these projects

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