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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

6,687 projects

Lloyds Banking GroupLloyds Banking Group plc, together with its subsidiaries, provides a range of banking and financial products and services for retail and commercial customers in the United Kingdom. It operates in three segments: Retail; Commercial Banking; and Insurance, Pensions and Investments. The Retail segment offers a range of financial service products, including current accounts, savings, mortgages, credit cards, unsecured loans, motor finance, and leasing solutions to personal customers. Its Commercial Banking segment provides lending, transactional banking, working capital management, debt financing, and risk management services to small and medium businesses, corporates, and institutions. The Insurance, Pensions and Investments segment offers insurance, investment, and pension management products and services. It also provides life assurance; and digital banking services. The company offers its products and services under the Lloyds Bank, Halifax, Bank of Scotland, Scottish Widows, MBNA, Schroders Personal Wealth, Black Horse, Lex Autolease, Birmingham Midshires, LDC, AMC, Embark Group, Lloyds Living, Cavendish Online, Tusker, and HGP brands. The company was formerly known as Lloyds TSB Group plc and changed its name to Lloyds Banking Group plc in January 2009. Lloyds Banking Group plc was founded in 1695 and is headquartered in London, the United Kingdom.Web21 evaluation
DNB Bank ASADNB Bank ASA provides financial services to individuals and businesses in Norway and internationally. The company offers savings, current, currency, client, tax withholding, and pension accounts; fixed rate and security deposits; home and cabin mortgages, construction and fixed-rate loans, car and consumer loans, business loans, and refinancing; home equity credit lines; car, house, home contents, travel, personal, and non-life insurance products; payment services; and online and mobile banking services, as well as cards. It also provides overdraft facilities; leasing; factoring, supply chain, and receivable purchase financing; bank guarantees; secure trading, documentary collection, and letter of credit; investment banking services, such as mergers and acquisitions, equity and debt capital market, loans, bonds, convertible bonds, direct lending, and other private placements; and private financing and commodities services. In addition, the company offers equity trading, foreign exchange, research, share and stock market, securities, and risk advisory services. Further, it provides treasury management, working capital, trade finance, equipment financing, real estate broking, and corporate finance services. DNB Bank ASA was founded in 1822 and is headquartered in Oslo, Norway.Web21 evaluation
HSBC Holdings DRCHSBC Holdings plc engages in the provision of banking and financial products and services worldwide. It operates through four segments: Hong Kong, UK, Corporate and Institutional Banking, and International Wealth and Premier Banking. The Hong Kong segment is involved in the retail banking and wealth and commercial banking of HSBC Hong Kong and Hang Seng Bank. The UK segment engages in UK retail banking and wealth, as well as first direct and M&S Bank, UK Commercial Banking, and HSBC Innovation Bank. The Corporate and Institutional Banking segment is involved in transaction banking and capital markets. The International Wealth and Premier Banking segment is involved in the business comprising premier banking outside of Hong Kong and the UK, its private bank, asset management, and insurance businesses. The company was founded in 1865 and is headquartered in London, the United Kingdom.Web22 evaluations
Cincinnati FinancialCincinnati Financial Corporation provides property casualty insurance products in the United States. The company operates through five segments: Commercial Lines Insurance, Personal Lines Insurance, Excess and Surplus Lines Insurance, Life Insurance, and Investments. The Commercial Lines Insurance segment offers coverage for commercial casualty and property, commercial auto, and workers’ compensation. This segment also provides contract and commercial surety bonds, and fidelity bonds; management liability; and machinery and equipment insurance products. The Personal Lines Insurance segment offers personal auto; homeowner; and other personal lines insurance, such as dwelling fire, inland marine, personal umbrella liability, and watercraft coverages. The Excess and Surplus Lines Insurance segment offers commercial casualty insurance that covers businesses for third-party liability from accidents occurring on their premises or arising out of their operations, such as injuries sustained from products, as well as other coverages comprising miscellaneous errors and omissions, professional liability, and excess liability; and commercial property insurance, which insures buildings, inventory, equipment, and business income from loss or damage due to various causes, such as fire, wind, hail, water, theft, and vandalism. The Life Insurance segment provides term life insurance; universal life insurance; and worksite and whole life insurance products, as well as annuities. The Investments segment invests in fixed-maturity investments, including taxable and tax-exempt bonds, and redeemable preferred stocks; and equity investments comprising common and nonredeemable preferred stocks. The company also offers commercial leasing and financing services; and insurance brokerage services. The company was founded in 1950 and is headquartered in Fairfield, Ohio.Web21 evaluation
Mizrahi TefahotMizrahi Tefahot Bank Ltd., together with its subsidiaries, provides various banking services in Israel and internationally. It operates through six segments: Household, Small Business, Private Banking, Commercial Banking, Business Banking, and Financial Management. The company offers checking accounts, including priority, manager, preferred employee, married, business, soldiers’, and student accounts; private banking services; mortgages; and deposit and savings plans, such as short, medium, and long-term, immediate, liquid, monthly income, and 4-year fixed term, as well as short, medium, and long-term liquid deposits; savings by direct debit; and carambola. It also provides instant, home renovation, auto, all-purpose, student, and business loan products; and credit cards. In addition, the company offers business checking account; service package comprising professional business banker, various communication channels, and digital banking; financing solutions, which include state-backed loans for small businesses and energy optimization, loans for small and medium businesses, checks and credit cards discounting, and factoring; international trade and financing; and deposits for business owners. Further, it provides financial tools for closing deals abroad, such as opening and maintaining documentary credits; discounting bills or commitments by foreign banks or companies; forfaiting and transit transactions; handling documentary collections; financing exports; international trade transactions; medium to long-term transactions; structured trade finance; and guarantees, advances, execution, and financial guarantees for overseas activity. The company was formerly known as United Mizrahi Bank Ltd. and changed its name to Mizrahi Tefahot Bank Ltd. in November 2005. Mizrahi Tefahot Bank Ltd. was incorporated in 1923 and is headquartered in Ramat Gan, Israel. Mizrahi Tefahot Bank Ltd. operates as a subsidiary of Mizrahi Tefahot Registration Company Ltd.Web21 evaluation
SoFi TechSoFi Technologies, Inc. provides various financial services in the United States, Latin America, Canada, and Hong Kong. The company operates through three segments: Lending, Technology Platform, and Financial Services. It offers lending and financial services and products that allows its members to borrow, save, spend, invest, and protect money; and personal loans, student loans, home loans, and related services. The company also operates Galileo, a technology platform that offers services to financial and non-financial institution; and Technisys, a cloud-native digital and core banking platform that provides software licenses and associated services, including implementation and maintenance. In addition, it provides SoFi Money offers checking and savings accounts, and cash management products; SoFi Invest, a mobile-first investment platform that offers access to trading and advisory solutions, such as investing and robo-advisory; and SoFI Crypto, a new digital asset trading platform. Further, the company offers SoFi Credit Card that provides cash back rewards on every purchase; Sofi Relay, a personal finance management product that allows to track all of their financial accounts comprising credit score and spending behaviors; SoFi Protect which offers insurance product; SoFi Travel, an application that manages travel search and booking experience; SoFi At Work provides financial benefits to employees, including student loan payments made on their employees’ behalf; Lantern Credit, a financial services marketplace platform for seeking alternative products and provide product comparisons; and other lending as a service that offers pre-qualified borrower referrals and offers loans to third-party partner. The company was founded in 2011 and is based in San Francisco, California.Web21 evaluation
Fubon Financial Holding PrfFubon Financial Holding Co., Ltd. provides various financial products and services in Taiwan, Asia, and internationally. It operates through Banking Business, Property Insurance Business, Life Insurance Business, Securities Business, and Others segments. The company offers insurance products, including property, casualty, life, health, accident, fire, transportation, fishing vessel, car, liability, engineering and nuclear, guarantee and letter of credit, and personal and commercial multiple peril insurance, as well as typhoons, floods, and earthquake insurance products. It also provides retail and consumer, corporate, and investment banking services; brokerage, trading, and underwriting services; and investment and financial management, and foreign exchange. In addition, the company offers deposits and loans, trust, bill finance, and credit card services; invests in foreign financial institutions; and insurance brokerage and agent services. Further, it engages in the venture capital, creditor’s rights management, stock and futures brokerage, sales of mutual funds, energy technical services, reinsurance business, asset management, stadium management, and sports activities, as well as invests in and manages real estate properties. Fubon Financial Holding Co., Ltd. was founded in 1961 and is based in Taipei, Taiwan.Web21 evaluation
Resona Holdings, Inc.Resona Holdings, Inc., through its subsidiaries, engages in the provision retail and commercial banking products and services in Japan and internationally. The company operates Individual, Corporate, and market segment. It provides consulting services, that includes personal loan, asset management, and asset succession services to individuals; and corporate lending, asset management using trusts, real estate operations, corporate pensions, and business succession services to corporates. The company is also involved in financial market services, that includes short term lending, borrowing, purchase and sale of bonds, and derivatives trading. Resona Holdings, Inc. was founded in 1918 and is headquartered in Tokyo, Japan.Web21 evaluation
SBI Life InsuranceSBI Life Insurance Company Limited operates as a life insurance company in India. The company’s life insurance business comprises individual and group life insurance products, including participating, non-participating, pension, group gratuity, group leave encashment, group superannuation, group annuity, unit-linked and variable insurance products, health, and micro insurance. It also provides accident and disability benefits, level terms, and critical illness insurance products. In addition, the company offers online life insurance, money back income, terms, protection, savings, child plan, wealth, and retirement plans; and corporate solutions, group loan protection, and group micro insurance plans. It provides its products through a multi-channel distribution network comprising individual agents, brokers, corporate agents, bancassurance partners, and certified insurance facilitators, as well as through various partner branches. The company was incorporated in 2000 and is based in Mumbai, India. SBI Life Insurance Company Limited is a subsidiary of State Bank of India.Web21 evaluation
Sun Life FinancialSun Life Financial Inc., a financial services company, provides asset management, wealth, insurance and health solutions to individual and institutional customers in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia, and Bermuda. It offers various insurance products, such as term and permanent life; personal health, which includes prescription drugs, dental, and vision care; critical illness; long-term care; and disability. The company also provides investments products, such as mutual funds, segregated funds, annuities, and guaranteed investment products; financial planning services; and asset management products, including pooled funds, institutional portfolios and pension funds. The company was formerly known as Sun Life Financial Services of Canada Inc. and changed its name to Sun Life Financial Inc. in July 2003. Sun Life Financial Inc. was founded in 1871 and is headquartered in Toronto, Canada.Web21 evaluation
Great West Lifeco Prf YGreat-West Lifeco Inc. engages in the life and health insurance, retirement savings, wealth and asset management, and reinsurance businesses in Canada, the United States, and Europe. The company offers life, accidental death and dismemberment, critical illness, disability, health and dental protection, and creditor insurance products; and retirement savings, income and annuity products, and other specialty products to individuals, families, businesses, and organizations. It also provides individual product solutions and employer-sponsored retirement savings plans that offers saving, investment, and advisory services; retail wealth management products and services to individuals, including individual retirement accounts and after-tax investment accounts; and wealth management, including payout annuity, equity release mortgages, pensions, and investments products. In addition, the company offers bulk and individual payout annuities, equity release mortgages, life bonds, retirement drawdown and pension, and group insurance products; savings and investments; and provides asset management services, such as pension schemes, insurance companies, wealth managers, fiduciary managers, and sovereign wealth funds, as well as manages assets for third-party institutional clients. Further, it provides life, annuity/longevity, mortgage surety, and property catastrophe reinsurance products. The company offers its products under the Empower, Canada Life, and Irish Life brand names. It distributes its products through a network of sales force, brokers, consultants, advisors, third-party administrators, financial institutions, employee benefit consultants, and multi-tied agents. The company was founded in 1979 and is based in Winnipeg, Canada. Great-West Lifeco Inc. is a subsidiary of Power Financial Corporation.Web21 evaluation
CIMB GroupCIMB Group Holdings Berhad provides various banking products and services in Malaysia and internationally. The Consumer Banking segment offers conventional and Islamic financial products and services, such as residential and non-residential property loans, secured personal loans, motor vehicle financing, credit cards, unsecured personal financing, wealth management, bancassurance, remittance and foreign exchange, deposits, and internet banking services to individual customers. Its Commercial Banking segment provides banking credit facilities, trade financing, cash management, online business banking platform, remittance, and foreign exchange, as well as general deposit products to small and medium-scale enterprises, and mid-sized corporations. The Wholesale Banking segment offers client coverage marketing and delivering solutions; financial advisory services on issuance of equity and equity-linked products, debt restructuring, initial public offerings, secondary offerings, and general corporate advisory; conventional and Islamic funding solutions covering trade, working capital line, capital expenditure, leveraging, merger and acquisition, leveraged, and project financing products; and funding solutions, including cash management, trade finance, foreign exchange, custody and corporate loans, derivatives, structured products, and debt capital. This segment also includes treasury activities and services comprising foreign exchange, money market, derivatives, and capital market trading instruments; transaction banking services, such as trade facilities and cash management solutions; and wealth management solutions, as well as investment, securities financing, and trust services. Its CIMB Digital Assets and Group Funding segment engages in digital businesses and ventures, as well as capital, balance sheet, and fixed income investments and management activities. The company was founded in 1924 and is headquartered in Kuala Lumpur, Malaysia.Web21 evaluation

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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

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