FinEdge Labs
B

BEN

BENVerified
4 segments tracked|7 years of data|Annual (10-K)
Total Revenue
$8.8B3.5%
FY2025
Operating Segments
4
Active segments
Blended Margin
0.0%
Operating margin
Highest Margin
0.0%
Investment Advisory Management And Administrative Service
Segment Shift

Investment Advisory Management And Administrative Service has grown from 70.6% to 79.6% of total revenue since FY2019, with 0.0% operating margins. Meanwhile, Shareholder Service is the fastest growing at +15.4% YoY.

Segment Revenue Over Time

Revenue Mix

Segment Breakdown — FY2025

SegmentRevenueOp. IncomeMargin% of TotalYoY
Investment Advisory Management And Administrative Service$7.0B$00.0%79.6%+2.3%
Sales And Distribution Fees$1.5B$00.0%16.8%+6.8%
Shareholder Service$265M$00.0%3.0%+15.4%
Service Other$50M$00.0%0.6%+9.2%

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