![]() Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith (MLPF&S) is a company providing wealth management and financial services. | ![]() Franklin Templeton Franklin Templeton (also known as Franklin Resources) is a company that provides investment management services. | ![]() South State South State operates as the bank holding company for South State Bank that provides a range of retail and commercial banking services, mortgage lending services, trust and investment services, and consumer finance loans. | ![]() UBS UBS Group is a company engaged in wealth and asset management, as well as investment, personal, and corporate banking. | ![]() Goldman Sachs The Goldman Sachs Group is an investment banking, securities, and investment management company. | |||
Founding Date | Founding Date 1914 | Founding Date 1947 | Founding Date 1934 | Founding Date 1935 | Founding Date 1862 | Founding Date 1975 | Founding Date 1869 |
Type | Type Subsidiary | Type Public | Type Public | Type Public | Type Public | Type Private | Type Public |
Tags | |||||||
Locations | Locations New York, US HQ Calgary, CA Montréal, CA Toronto, CA Vancouver, CA George Town, KY San Juan, PR see more | Locations San Mateo, US HQ Buenos Aires, AR Melbourne, AU Sydney, AU Wien, AT Brussels, BE Rio De Janeiro, BR see more | Locations Columbia, US HQ Atlanta, US Winter Haven, US | Locations New York, US HQ Buenos Aires, AR Melbourne, AU Sydney, AU São Paulo, BR Calgary, CA Montréal, CA see more | Locations Malvern, US HQ Charlotte, US Scottsdale, US | Locations New York, US HQ Buenos Aires, AR Melbourne, AU Perth, AU Sydney, AU Bruxelles, BE Sao Paulo, BR see more | |
Employees | Employees 34,703 | Employees 9,8004% decrease | Employees 2,5472% decrease | Employees 80,000 | Employees 108,6483% decrease | Employees 25,2111% increase | Employees 48,3005% increase |
Valuation ($) | Valuation ($) N/A | Valuation ($) 10.9 b | Valuation ($) 7.5 b | Valuation ($) 165.6 b | Valuation ($) N/A | Valuation ($) N/A | Valuation ($) 160.4 b |
Financial | |||||||
Revenue (est.) | Revenue (est.) N/A | Revenue (est.) $8.8b (FY, 2025) | Revenue (est.) $377.7m (FY, 2025) | Revenue (est.) $70.6b (FY, 2025) | Revenue (est.) $87.2b (FY, 2024) | Revenue (est.) N/A | Revenue (est.) $58.3b (FY, 2025) |
Cost of goods | Cost of goods N/A | Cost of goods $3.8b (FY, 2025) | Cost of goods N/A | Cost of goods N/A | Cost of goods $38.5b (FY, 2024) | Cost of goods N/A | Cost of goods N/A |
Gross profit | Gross profit N/A | Gross profit $5b (FY, 2025) | Gross profit N/A | Gross profit N/A | Gross profit $48.6b (FY, 2024) | Gross profit N/A | Gross profit N/A |
Net income | Net income N/A | Net income $548.9m (FY, 2025) | Net income $798.7m (FY, 2025) | Net income $17b (FY, 2025) | Net income $5.1b (FY, 2024) | Net income N/A | Net income $17.2b (FY, 2025) |
Operating ⚠ | |||||||
Assets Under Management | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management $1.4t (Q3, 2023) | Assets Under Management $1.6b (FY, 2023) | Assets Under Management N/A | Assets Under Management N/A |
Total Deposits | Total Deposits N/A | Total Deposits N/A | Total Deposits N/A | Total Deposits $345.5b (Q3, 2023) | Total Deposits N/A | Total Deposits N/A | Total Deposits $333b (Q3, 2021) |
Total Loans | Total Loans N/A | Total Loans N/A | Total Loans $8.2b (Q2, 2017) | Total Loans $225b (Q3, 2023) | Total Loans N/A | Total Loans N/A | Total Loans $143.6b (Q3, 2021) |
Funding | |||||||
Total funding raised | Total funding raised N/A | Total funding raised $ 39.1m | Total funding raised N/A | Total funding raised $ 18.3b | Total funding raised N/A | Total funding raised N/A | Total funding raised $ 145.5m |

Franklin Templeton (also known as Franklin Resources) is a company that provides investment management services.
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South State operates as the bank holding company for South State Bank that provides a range of retail and commercial banking services, mortgage lending services, trust and investment services, and consumer finance loans.
View companyMorgan Stanley is a company that provides financial management solutions.
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UBS Group is a company engaged in wealth and asset management, as well as investment, personal, and corporate banking.
View company