Raymond James Financial is a diversified financial services firm that provides wealth management, investment banking, asset management, and capital markets services to individuals, corporations, and municipalities. The firm maintains an extensive catalog of products and services across its business lines. However, the wealth management franchise generates the bulk of its revenue and earnings through a vast network of more than 8,900 independent and employee-affiliated advisors, who collectively managed over $1.9 trillion in client assets as of fiscal year-end 2026. While Raymond James maintains a global footprint, the company derives more than 90% of its revenue and an even larger percentage of its operating income from the United States.

Visa Inc. operates the world's largest electronic payments network, providing processing services and payment product platforms, including credit, debit, prepaid, and commercial payments, under the brands Visa, Visa Electron, Interlink, and PLUS. Visa/PLUS is one of the world's largest ATM networks, offering cash access in local currency in more than 200 countries and territories. Visa has around 31,000 employees, is headquartered in San Francisco, California, and, as of 3Q26, has 5.2 billion cards (debit and credit) in circulation.

SoFi Technologies Inc. provides various financial services in the United States, Latin America, Canada, and Hong Kong. The company operates through three segments: Lending, Technology Platform, and Financial Services. SoFi was founded in 2011 and is based in San Francisco. The company has 6,100 employees. The shares are a component of the Russell 1000 Index.

Headquartered in Menlo Park, California, Robinhood Markets operates a brokerage platform that lets clients trade stocks, options, futures, and cryptocurrencies. The company also has a dedicated Prediction Markets hub, where clients can trade event contracts on various outcomes, including sports, economics, and politics. The shares were added to the S&P 500 in September 2025.