Product Reports Resources Pricing Login Book a demo
COMPANY PROFILE

Raymond James

Explore full profile

Operates diverse financial services through subsidiaries specializing in investment, financial planning, capital markets, and asset management

Saint Petersburg, United StatesFounded 1962Fintech
Valuation $31B Market cap · 2026
Revenue $16B Latest reported FY
EBITDA $4.98B Latest reported FY

About Raymond James

Raymond James is a diversified financial services company that provides a range of services to individuals, corporations, and municipalities.

The company operates through five main segments: the Private Client Group, Capital Markets, Asset Management, RJ Bank, and Other. The Private Client Group offers financial planning, investment advisory, and securities transaction services to individual and institutional clients. The Capital Markets segment provides investment banking, equity and fixed income research, and sales and trading services to corporate, institutional, and governmental clients. The Asset Management division offers a variety of investment management products and services. RJ Bank provides various banking and lending products, including residential, commercial, and industrial loans.

Raymond James's business model is centered on providing a high level of personalized service and advice to its clients. The company's financial advisors work closely with clients to understand their financial goals and develop customized investment strategies. This client-centric approach has helped the company build a loyal client base and achieve consistent growth. The company generates revenue through fees for investment advisory and asset management services, commissions on securities transactions, and net interest income from its banking operations.

Source: Dealroom company data

At a glance

Status
Listed
Founded
1962
Headquarters
Saint Petersburg, United States
Listing
IPO 1983
Open positions
758
Dealroom signal
57.2/100
Industry
Fintech
Sector
Fintech
Client focus
b2b
Investment activity
74 companies, latest Sep 2026
Capital deployed
$49M
Preferred round
POST IPO EQUITY

Funding history

2 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
POST IPO DEBT✓Debt Sep 2025 $1.5B — Undisclosed ↗
IPO✓Exit Jul 1983 $0 — Undisclosed —
Showing the latest 2 of 2 recorded eventsBook a demo for the full funding history →

Financials

Revenue, earnings and profit over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

YearRevenueGrowthEBITDAMarginProfitMargin
2026 $16B +13.7% $5B 31.7% $2.3B 14.8%
2025 $14B +9.5% $2.9B 20.7% $2.1B 15.4%
2024 $13B +10.2% $2.9B 22.7% $2.1B 16.4%
2023 $11B +5.7% $2.6B 22.5%
2022 $11B +12.7% $2.3B 20.9%
2021 $9.6B +22.1% $1.9B 19.7%
2020 $7.9B — $1.4B 17.8%
Company filings, research estimates and Dealroom dataBook a demo for the full financial model →

Growth signals

Raymond James website traffic

Latest recorded traffic for Raymond James is 580K monthly website visits.

Latest monthly visits580K
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Showing 8 of the closest matchesCompare every metric →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Agree RealtyRoyal Oak, United StatesSelf-administered and self-managed real estate investment trust (reit) $12Bvaluation Viking TherapeuticsSan Diego, United StatesA clinical-stage company focused on the development of first-in-class or best-in-class therapies for metabolic and endocrine disorders $4.4Bvaluation Obsidian EnergyCalgary, CanadaPenn West Announces the Closing of the Sale of Its Saskatchewan Assets $1Bvaluation Abrasilver Resource CorpVancouver, CanadaA mineral exploration and development company $343Mvaluation Scorpio Gold CorporationVancouver, CanadaScorpio Gold Corporation holds a 70% interest in the operating Mineral Ridge open pit heap leach gold mine $74Mvaluation CES Energy solutionsSan Antonio, United StatesCES Energy Solutions Corp. $3.2Bvaluation PROREITMontreal, CanadaA fast-growing Canadian real estate investment trust owning a diversified portfolio of high-quality commercial properties $814Mvaluation GreensledgeNew York City, United States Mesa FastenerSan Diego, United StatesCommercial threaded fasteners for construction and manufacturing Venture GlobalArlington, United StatesVenture Global’s development strategy is to be a long-term, low cost producer of LNG Working with a global LNG technology vendor FNZLondon, United KingdomWealth management platforms for financial advisers, direct customers and the workplace $20Bvaluation West Red Lake Gold MinesToronto, CanadaHome | West Red Lake Gold Mines Inc. $312Mvaluation
Team profiled 367 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 5 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
🇺🇸 United States · Saint Petersburg HQ
Book a demo for the full country breakdown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Raymond James on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

See Raymond James’s full profile on Dealroom

Request a free trial to see the complete deal history, financials, people graph and growth signals.

Takes under a minute. Already use Dealroom? Log in.