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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

SANTANDER BRONBanco 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
Danske Bank A/S ADRDanske Bank A/S provides various banking products and services to corporate, institutional, and international clients. The company offers banking, mortgage finance, insurance, pension, real-estate brokerage, asset management, trading in fixed income products, foreign exchange, and equities. It also provides advisory services to personal and private banking customers. In addition, the company offers financing, risk management, investment, and financial advisory services for large corporates and institutions; healthcare solutions; and online and mobile banking services. It operates in Denmark, Finland, Sweden, Norway, the United Kingdom, Ireland, Lithuania, Luxembourg, Poland, and the United States of America. The company was founded in 1871 and is headquartered in Copenhagen, Denmark.Web21 evaluation
Toronto Dominion BankThe Toronto-Dominion Bank, together with its subsidiaries, provides various financial products and services in Canada, the United States, and internationally. It operates through four segments: Canadian Personal and Commercial Banking; U.S. Retail; Wealth Management and Insurance; and Wholesale Banking. The company offers personal deposits, such as chequing, savings, and investment products; financing, investment, cash management, international trade, and banking services to businesses; and financing options to customers at point of sale for automotive and recreational vehicle purchases. It also provides credit cards and payments; real estate secured lending, auto finance, and consumer lending services; point-of-sale payment solutions for large and small businesses; wealth and asset management products, and advice to retail and institutional clients through direct investing, advice-based, and asset management businesses; and property and casualty insurance, as well as life and health insurance products. The company also provides capital markets, and corporate and investment banking products and services, including underwriting and distribution of new debt and equity issues; advice on strategic acquisitions and divestitures; and trading, funding, and investment services to corporations, governments, and institutions. The Toronto-Dominion Bank was founded in 1855 and is headquartered in Toronto, Canada.Web22 evaluations
China SecuritiesCSC Financial Co., Ltd., together with its subsidiaries, provides investment banking services in Mainland China and internationally. The company operates through four segments: Investment Banking, Wealth Management, Trading and Institutional Client Services, and Asset Management. The company offers securities brokerage, securities investment consultancy, financial advisory services, securities underwriting and sponsoring, trading and investment of securities, securities asset management, agency sale of securities investment funds, margin financing and securities lending services, agency sale of financial products, and market-making of stock options. It also provides custodian services for securities investment funds, market-making trading business of listed securities, sale of precious metal products, commodity futures brokerage, financial futures brokerage and asset management, equity investment and corporate management services, investment management, raising and management of investment funds, investment management of equity investment, investment consulting, and project consulting services. In addition, it offers equity and debt financing; brokerage agency services for corporate and personal clients in the trading of equity stocks, funds, bonds, and futures; specialized research and advisory services; and private placement offerings and related services. The company was formerly known as China Securities Finance Co., Ltd. CSC Financial Co., Ltd. was founded in 2005 and is based in Beijing, China.Web21 evaluation
Shenwan HongyuanShenwan Hongyuan Group Co., Ltd. provides various financial products and services to corporate, professional institutional, individuals, and non-professional institutional customers. It operates through four segments: Enterprise Finance, Personal Finance, Institutional Services and Trading, and Investment Management. The Enterprise Finance segment offers equity underwriting and sponsorship, debt underwriting and financial advisory, and debt and other investment services. The Personal Finance segment provides securities and futures brokerage, margin financing and securities lending, stock-backed lending, agreed repurchase securities trading, and investment advisory services, as well as sells financial products. The Institutional Services and Trading segment offers prime brokerage, proprietary trading, and research and consultation services; and engages in trading of fixed income, currencies, commodities, equity, and equity-linked securities, as well as trading, hedging, sale, and OTC derivatives services to institutional clients. The Investment Management segment provides asset management, mutual fund management, and private equity fund management services. The company also involved in securities underwriting and sponsoring, wealth management, risk management, venture capital, investment research, and corporate financing services. The company was formerly known as Shenyin Wanguo Securities Co., Ltd and changed its name to Shenwan Hongyuan Group Co., Ltd. in January 2015. Shenwan Hongyuan Group Co., Ltd. was founded in 2015 and is based in Urumqi, China.Web21 evaluation
ANZ HoldingsANZ Group Holdings Limited engages in the provision of banking and financial products and services to retail and business customers in Australia and internationally. The company operates through three segments: Personal, Business & Agri, and Institutional. It offers banking and wealth management services to consumer and private banking customers; banking services to small and medium enterprises, and the agricultural business. The company also provides loan products, loan syndication, specialized loan structuring and execution, project and export finance, debt structuring and acquisition finance, and finance solutions; working capital and liquidity solutions, including documentary trade, supply chain financing, commodity financing, as well as cash management solutions, deposits, payments, and clearing. In addition, it offers risk management services in foreign exchange, interest rates, credit, commodities, and debt capital markets. The company provides its services through internet and app-based digital solutions, a network of branches, mortgage specialists, private bankers, and contact centers. ANZ Group Holdings Limited was founded in 1835 and is based in Melbourne, Australia.Web21 evaluation
Unipol GruppoUnipol Assicurazioni S.p.A., together with its subsidiaries, provides insurance products and services primarily in Italy. The company operates through Non-Life Insurance Business, Life Insurance Business, Banking Associates Business, and Other Business segments. It offers risk cover solutions for vehicles, sports craft, and travel; home and condominiums; work related to businesses, traders, professionals, and legal protection; accident and health protection; and investments and welfare. The company also provides life insurance products; bancassurance; and reinsurance services. In addition, it is involved in the operation and management of real estate properties; operation of hotels, residences, and resorts through leases, franchises, and management; agricultural, wine, healthcare facilities, and port facilities; and supplies of anti-theft systems, as well as provision of vehicle and glass repair services; mobile payments, telematics, and response services to assistance request; and telemedicine, home care and prevention, physiotherapy, and social care services. Further, the company offers digital health platform; property services to homes and condominiums, and administrators and owners; and electronic payment and e-money services. It distributes its products through direct sales; broker; agency, banking, and craftsmen network; and franchise administrators. The company was formerly known as Unipol Gruppo S.p.A. and changed its name to Unipol Assicurazioni S.p.A. in January 2025. Unipol Assicurazioni S.p.A. was founded in 1961 and is based in Bologna, Italy.Web21 evaluation
MS&AD Insurance Group HoldingsMS&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
Axa EquitableEquitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy. The Individual Retirement variable annuity products, including structured capital strategies, retirement cornerstone, and investment edge primarily to affluent and high net worth individuals. The Group Retirement provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. It offers guaranteed and structured investment option, and personal income benefit variable annuity products and open architecture mutual fund platform. The Asset Management segment offers investment management and related services to various clients through institutions, retail, and private wealth management. The Protection Solutions segment provides life insurance products, such as VUL and COLI insurance, IUL insurance, and term life; and employee benefits business which includes group life, supplemental life, dental, vision, short-term disability, long-term disability, critical illness, accident and hospital indemnity insurance products to small and medium-sized businesses. The Wealth Management segment offers discretionary and non-discretionary investment advisory accounts, financial planning and advice, life insurance, and annuity products. The Legacy segment consists of the capital intensive fixed-rate GMxB business that includes ROP death benefits. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.Web21 evaluation
EverestEverest Group, Ltd., together with subsidiaries, provides reinsurance and insurance products in the United States, Europe, and internationally. It operates in two segment, Insurance and Reinsurance. The company writes property and casualty reinsurance; treaty and facultative reinsurance products; and specialty lines of business through reinsurance brokers, as well as directly with ceding companies; and writes property and casualty insurance directly, as well as through brokers, surplus lines, and general agents. It provides reinsurance products comprising mortgage, catastrophe, marine, aviation, engineering, professional line, credit and surety, motor, agriculture/crop, and political violence reinsurance products. In addition, the company offers commercial property and casualty insurance products through wholesale and retail brokers, surplus lines brokers, and program administrators. The company was formerly known as Everest Re Group, Ltd. and changed its name to Everest Group, Ltd. in July 2023.Everest Group, Ltd., was founded in 1973 and is headquartered in Hamilton, Bermuda.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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