Binah Capital Group Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
No analyst estimates are published for this company.
Coverage varies across the market: larger companies are often followed by dozens of analysts, while smaller or recently listed ones may have none.
Monitoring Framework
Key Performance Indicators
Assets Under Management (AUM) Quarterly29B
Total Revenue Quarterly48.7M
GAAP Net Income Quarterly1.9M
Adjusted EBITDA Quarterly3.7M
Watch Items
- Advisor Retention and Platform IntegrationTrigger: Significant attrition of high-performing financial advisors or teams following the Kingswood and Wentworth merger integration.Action: Evaluate advisor support programs, platform technology enhancements, and payout structures to maintain competitive positioning.
- Regulatory Compliance and Reg BI ScrutinyTrigger: Increased SEC or FINRA enforcement actions or rising compliance costs eating into net profit margins.Action: Review and invest in legal and compliance frameworks to mitigate regulatory risks associated with the hybrid broker-dealer model.
Research as of 20 Jun 2026