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
Stage
All stages
6,687 projects
Israel Discount Bank ADRIsrael Discount Bank Limited, together with its subsidiaries, provides various banking and financial services in Israel, Europe, and North America. The company operates through Retail Banking, Middle Market Banking, Corporate Banking, Financial Operations, Discount Capital, Discount Bancorp, and Other segments. Its personal banking services include checking accounts, deposits and savings products, loans, mortgages, credit cards, pension advice, capital market products, and tax exemption services. The company’s business banking services comprise lending of securities, credit facilities, short- and long-term deposits, OTC trading, and brokerage and transaction room services; foreign securities; interest products; foreign exchange products; and consulting for investment, pension, and mortgage services. In addition, it provides Israeli private banking and international banking. Further, it manages securities investment portfolios for private customers, corporations, not-for-profit organizations, and institutional bodies; initiates and assists public offerings and private placements; and invests in companies, private equity funds, venture capital funds, and banking field, as well as provides underwriting and distribution services. Additionally, the company offers digital financial services; operates a payment platform; and engages in accepting deposits, as well as provides consumer credit and credit to small and medium businesses. Israel Discount Bank Limited was incorporated in 1935 and is based in Rishon LeZion, Israel.Web21 evaluation
SANTANDER BR UNTBanco Santander (Brasil) S.A., together with its subsidiaries, provides various banking products and services to individuals, small and medium enterprises, and corporate customers in Brazil and internationally. It operates in two segments, Commercial Banking and Global Wholesale Banking. The company offers payment and loyalty products, including credit and debit cards; payroll and real estate loans; home equity financing solutions; microfinance programs; consortiums; agribusiness products, such as credit, securities and other products; call center and digital solutions; nonperforming assets; and insurance products comprising life, personal accident, vehicle, property, and credit insurance, as well as insurance for travel and banking transactions. It also provides emergency solutions for homes, cars, motorcycles, pets, and telemedicine; consumer finance; and corporate and investment banking services, which include cash management, structured trade and working capital solutions, trade and lending, mergers and acquisitions, equity capital markets, investment grade and emerging markets debt, and structured finance, as well as sales markets, market making, energy trading, equities, research, and private debt mobilization and securitization. In addition, the company offers cash management solutions, such as collections, payments, instant payments, and payroll and custody services; advance program, a non-financial platform to support entrepreneurs regarding educational content, certified courses, events focused on management, innovation, internationalization, and team development; customer funding through deposits and other bank funding instruments; and various investments. It offers its products and services through branches, mini-branches, and automated teller machines; call centers; banking correspondents and third-party vendors; and online and mobile banking platforms. The company was founded in 1970 and is headquartered in São Paulo, Brazil.Web21 evaluation
Partners Group HoldingPartners Group Holding AG is a private equity firm specializing in direct, secondary, and primary investments across private equity, private real estate, private infrastructure, private credit, private debt, royalties, and special opportunities. The firm also makes fund of funds investments. It seeks to invest in distressed, special situations, later stage, mature, early venture, mid venture, late venture, industry consolidation, buyouts, recapitalizations, emerging growth, and seed capital. Partners Group’s cross-sector royalties strategy invests across several key sectors, including pharmaceuticals, music, broader media & entertainment, and energy transition. For direct private equity investments, the firm invests directly in Technology, Health & Life, Goods & Products, and Services. For its private real estate direct investment practice, it focuses on seeking out properties globally. It also makes investments in private real estate secondaries and primaries and focuses on distressed assets in United States, Europe, and Japan. Under private debt, the firm provides senior debt financing, junior debt lending, broadly syndicated loan, mezzanine financing, alongside secondaries and primaries, CLO debt securities and equity, and participates in add on acquisitions in in first/second lien. It seeks to invest in upper middle markets in Americas, Europe, and Asia. In energy infrastructure, the firm seeks to invest in the areas of midstream, power generation, gas transportation, gas export infrastructure, renewable energy including wind and solar energy. The firm seeks to invest globally with a focus on South Africa, China, India, Philippines, Austria, France, Germany, Switzerland, Russia, Brazil, and Chile. It seeks to invest between 0.50 million ($0.68 million) and 100 million ($137 million) in equity investment in companies with enterprise value between 100 million ($137 million) to 2 billion ($2740 million). While investing in funds, it invests in venture capital, mezzanine, private equity, real estate, distressed, turnaround, and secondary funds. It typically invests between 20 million ($21.17) and 100 million ($105.87) per fund. The firm is a value-add investor targeting majority and minority stake in its investee companies. Partners Group Holding AG was founded in 1996 and is based in Baar, Switzerland with additional offices across North America, South America, Europe, Australia, Asia and Abu Dhabi, United Arab Emirates.Web21 evaluation
Great Wes 5.15 Q Non Cum Fst PrfGreat-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
BBSEGURIDADE ON NMBB Seguridade Participações S.A., through its subsidiaries operates in the insurance, pension plans, and bonds, businesses in Brazil. The company operates through two segments, Insurance and Brokerage. The Insurance segment offers insurance products and services, including life, property and vehicle insurance, property insurance, rural, special risks and financial, transport, hulls, and housing people, as well as supplementary pension, dental, and capitalization plans. Its Brokerage segment engages in the brokerage and administration, implementation, promotion, and viability of insurance businesses in the basic, life, and capitalization sectors, as well as open pension plans and dental plans. The company was founded in 1981 and is headquartered in Brasília, Brazil. BB Seguridade Participações S.A. operates as a subsidiary of Banco do Brasil S.A.Web21 evaluation
MS&AD Insurance Group Holdings PKMS&AD Insurance Group Holdings, Inc., an insurance holding company, engages in the provision of insurance and financial services worldwide. It offers domestic non-life insurance; life insurance; international business; financial services; and provides risk-related services. The company also offers online automobile insurance, fire insurance, and risk consulting. The company was formerly known as Mitsui Sumitomo Insurance Group Holdings, Inc. and changed its name to MS&AD Insurance Group Holdings, Inc. in April 2010. MS&AD Insurance Group Holdings, Inc. was founded in 1918 and is headquartered in Tokyo, Japan.Web21 evaluation
Citic ADRCITIC Limited operates in the financial services, advanced intelligent manufacturing, advanced materials, consumption, and urbanization businesses in the Mainland of China, Hong Kong, and internationally. The Comprehensive Financial Services segment provides banking, securities, trust, insurance, and asset management services. The Advanced Intelligent Manufacturing segment manufactures heavy machineries, specialized robotics, aluminium wheels, aluminium casting parts, and other products. The Advanced Materials segment includes exploration, processing, and trading of resources and energy products comprising iron ore, copper, and crude oil, as well as manufactures special steels. The New Consumption segment consists of motor, food and consumer products business, telecommunication services, publication services, modern agriculture services, and others. The New-Type Urbanisation segment develops, holds, and sells properties; and provides contracting and design services, as well as infrastructure, environmental, and commercial aviation services. It provides securities, trust, financial, and securities related services; and consumer finance, resources, energy conservation and environmental protection, and engineering contracting services, as well as real estate development and management; and insurance and reinsurance services. The company was formerly known as CITIC Pacific Limited and changed its name to CITIC Limited in August 2014. CITIC Limited was incorporated in 1985 and is based in Central, Hong Kong. CITIC Limited operates as a subsidiary of CITIC Group Corporation.Web22 evaluations
US BancorpU.S. Bancorp, a financial services holding company, provides various financial services to individuals, businesses, institutional organizations, governmental entities, and other financial institutions in the United States. The company operates through Wealth, Corporate, Commercial and Institutional Banking; Consumer and Business Banking; Payment Services; and Treasury and Corporate Support segments. It offers depository services, including checking accounts, savings accounts, and time certificate contracts; and lending services, such as traditional credit products and credit card services, lease financing and import/export trade, agricultural finance, asset-backed lending, and other products. The company also provides cash management, capital markets, and trust and investment management services; and ancillary services comprising capital markets, treasury management, and receivable lock-box collection services to corporate and governmental entity customers. In addition, it offers asset management and fiduciary services for individuals, estates, foundations, business corporations, and charitable organizations; and investment and insurance products to its customers principally within its domestic markets, as well as fund administration services to mutual and other funds. Further, the company provides corporate and purchasing card, and corporate trust services; and credit card services, merchant and ATM processing, mortgage banking, insurance, brokerage and leasing services. U.S. Bancorp was founded in 1863 and is headquartered in Minneapolis, Minnesota.Web21 evaluation
Brown BrownBrown & Brown, Inc. markets and sells insurance products and services in the United States, the United Kingdom, and internationally. It operates through Retail and Specialty Distribution segments. The Retail segment provides property and casualty insurance products, employee benefits insurance products, personal insurance products, specialties insurance products, risk management strategies, loss control surveys and analysis, consulting, and claims processing services. This segment also offers non-insurance services and products through automobile and recreational vehicle dealer services businesses. It serves commercial, public and quasi-public entities, professionals, and individual customers. The Specialty Distribution segment comprises wholesale brokerage and specialty businesses. This segment offers professional liability and related package insurance products for dentistry, legal, eyecare, financial services, physicians, and real estate title professionals, as well as supplementary insurance products related to weddings, events, medical facilities, and cyber liabilities. This segment also provides public entity-related and specialty programs through a network of independent agents, as well as program management services for insurance carrier partners. In addition, the company’s wholesale brokerage businesses underwrite and place excess and surplus commercial and personal lines insurance through independent agents and brokers. Its program businesses operate under the Arrowhead Programs name. The company was formerly known as Poe & Brown, Inc. and changed its name to Brown & Brown, Inc. in April 1999. Brown & Brown, Inc. was founded in 1939 and is headquartered in Daytona Beach, Florida.Web21 evaluationLearn how to assess projects in this field with Orbitrum Academy.
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.
