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Putting clients at the center of everything we do, delivering personalized financial advice and comprehensive planning to help them achieve their goals.

Client First

Operating with the highest ethical standards, transparency, and accountability in all client relationships and business practices.

Integrity

Striving for excellence in financial advice, investment management, and client service while maintaining rigorous professional standards.

Excellence

Developing innovative financial products and services to meet evolving client needs and leveraging technology to enhance the client experience.

Innovation

Supporting and empowering our network of financial advisors with tools, resources, and training to deliver exceptional client outcomes.

Advisor Partnership

Ameriprise Financial, Inc. is one of the largest financial planning companies in the United States and ranks among the 25 largest asset managers globally, providing comprehensive financial planning, wealth management, asset management, insurance, and annuity products to help individuals and businesses achieve their financial goals.

James M. Cracchiolo

Chairman and Chief Executive Officer

Walter S. Berman

Chief Financial Officer and Executive Vice President

Joseph E. Sweeney

President, Advice & Wealth Management Products and Service Delivery

William F. Truscott

CEO, Global Asset Management & Chief Investment Officer

Heather J. Melloh

Executive Vice President and General Counsel

Randy Kupper

Chief Information Officer and Executive Vice President

Thomas R. Moore

Chief Governance Officer, Vice President and Corporate Secretary

Personalized financial planning services delivered through a network of over 10,000 financial advisors, helping clients create strategies for retirement, education, estate planning, and wealth accumulation.

Comprehensive Financial Planning

Full-service wealth management for affluent clients with over $1 trillion in client assets, including investment management, financial planning, and advisory services. More than 80% of company revenue comes from wealth management.

Wealth Management Services

Global asset management services through Columbia Threadneedle Investments, one of the 25 largest asset managers globally, managing investments for institutional and retail clients with expertise across asset classes.

Asset Management through Columbia Threadneedle

Variable annuities and retirement income products provided under the RiverSource brand, helping clients create reliable income streams for retirement and manage longevity risk.

Annuities and Retirement Products

Life insurance and disability income protection products offered through RiverSource, providing financial security and income replacement for individuals and families.

Life and Disability Insurance

Consumer banking and lending products through Ameriprise Bank, FSB, including personal trust services, deposit accounts, and lending solutions to support clients' financial needs.

Banking and Lending Services

Comprehensive estate planning assistance including trust services, wealth transfer strategies, and coordination with legal professionals to help clients preserve and transfer wealth efficiently.

Estate Planning Services

Ameriprise Financial set a new record with its wealth division reaching over $1 trillion in client assets during the third quarter of 2025. The company grew advisor productivity to $1.1 million per advisor and welcomed 90 experienced advisors, demonstrating strong organic growth and market leadership.

Ameriprise Wealth Division Reaches $1 Trillion in Client Assets

Ameriprise marked the 20th anniversary of its NYSE listing, celebrating two decades as an independent, publicly traded company. Since the 2005 spin-off from American Express, Ameriprise has delivered the No. 1 total shareholder return within the S&P 500 Financials Index.

Ameriprise Celebrates 20 Years as Independent Public Company

Ameriprise Financial reported outstanding fourth quarter and full year 2024 results with revenue of $17.264 billion, an 11.13% increase from 2023, and annual net income of $3.401 billion, a remarkable 33.06% increase. CEO Jim Cracchiolo stated the firm delivered 'a record year in 2024' with double-digit revenue growth and excellent earnings growth.

Ameriprise Reports Record 2024 Financial Results

Ameriprise Financial welcomed The Atlantic Group from Oppenheimer, including nine advisors managing more than $1.6 billion in client assets. The incoming advisors joined Ameriprise's branch channel, expanding the company's advisor network through strategic recruitment.

The Atlantic Group Joins Ameriprise from Oppenheimer with $1.6B in Assets

Ameriprise Financial's annual net income soared 33.06% in 2024 to $3.401 billion, driven by strong performance in its Advice & Wealth Management segment which delivered pretax adjusted operating earnings of $823 million, up 18 percent, with a margin of 29 percent.

Ameriprise Profit Soared 33% in 2024

CEO Jim Cracchiolo stated the advisor recruiting market is 'frothy' with firms overpaying for acquisitions and expects payouts to fall. He signaled that Columbia Threadneedle Investments has opportunities to develop new solutions for the wealth advisor business, while Ameriprise continues strategic recruiting with fewer but larger deals.

Ameriprise CEO: Advisor Recruiting Market Is 'Frothy', New Products Coming

An advisor team with over $160 million in assets joined Ameriprise Financial for integrated planning capabilities and service support, continuing the company's strategy of attracting experienced advisors seeking comprehensive wealth management platforms.

Advisor Team with $160M in Assets Joins Ameriprise

John Elliott Tappan, age 24, founded Investors Syndicate in Minneapolis, Minnesota, creating one of the first companies focused on helping ordinary Americans save and invest for their futures. By year's end, the company boasted assets of $2,500.

Investors Syndicate Founded

Investors Syndicate reached $1 million in assets, demonstrating the success of its business model and growing demand for accessible financial planning services among American families.

Reached $1 Million in Assets

American Express acquired IDS Financial Services (evolved from Investors Syndicate) from Alleghany Corporation, integrating it into the American Express family. IDS changed its name to American Express Financial Advisors (AEFA).

American Express Acquisition

American Express completed the corporate spin-off of AEFA as Ameriprise Financial, Inc., creating an independent, publicly-owned company through the 6th largest spin-off in U.S. history.

Spin-off from American Express

Ameriprise Financial began trading on the New York Stock Exchange on October 3, 2005, under the ticker symbol AMP, marking the company's debut as an independent publicly traded financial services firm.

NYSE Trading Begins

Ameriprise Financial acquired Columbia Management, the long-term asset management business of Bank of America, for $1 billion, significantly expanding its asset management capabilities and establishing a foundation for global asset management growth.

Columbia Management Acquisition

Threadneedle rebranded as Columbia Threadneedle Investments, creating a unified global brand for Ameriprise's asset management operations combining Columbia Management and Threadneedle.

Columbia Threadneedle Investments Formed

Ameriprise Financial celebrated 15 years as an independent, publicly traded company on October 2, 2020, having delivered exceptional shareholder returns and established itself as a leader in financial planning and wealth management.

15-Year Independence Anniversary

Ameriprise Financial delivered record 2024 performance with revenue of $17.264 billion (11.13% increase) and annual net income of $3.401 billion (33.06% increase), demonstrating strong business momentum and operational excellence.

Record Revenue and Profit Growth

Ameriprise Financial welcomed The Atlantic Group from Oppenheimer, including nine advisors managing more than $1.6 billion in client assets, expanding its advisor network through strategic recruitment.

The Atlantic Group Joins from Oppenheimer

Ameriprise set a new record with its wealth division reaching over $1 trillion in client assets during the third quarter of 2025, achieving a historic milestone and demonstrating strong organic growth and market leadership.

Wealth Division Reaches $1 Trillion

Ameriprise marked the 20th anniversary of its NYSE listing on October 9, 2025, celebrating two decades as an independent, publicly traded company and delivering the No. 1 total shareholder return within the S&P 500 Financials Index since the 2005 spin-off.

20-Year Independence Anniversary

Finding value through continual learning, rigorous debate, and deep fundamental research that uncovers investment opportunities others may miss or misunderstand.

Uncommon Opportunities

Creating pathways for success across the workplace, marketplace, and communities, including through the $100 million Apollo Opportunity Foundation commitment to expand opportunity.

Championing Opportunity

Operating as a fair and ethical partner to all stakeholders, maintaining transparency, and upholding the highest standards of corporate governance and fiduciary duty.

Leading Responsibly

Driving results as 'One Apollo team' by leveraging diverse perspectives, fostering cross-platform collaboration, and maintaining the entrepreneurial close-knit firm feel despite global growth.

Collaboration

Prizing genuine perspectives, encouraging employees to bring their whole selves to work, and fostering a sense of belonging where all voices are valued and respected.

Authenticity

Maintaining humility, embracing continuous improvement, questioning conventional boundaries, and adapting to evolving market dynamics while staying true to core investment principles.

Growth Mindset

Apollo Global Management is a leading global alternative investment manager with approximately $840 billion in assets under management across credit, private equity, and real assets, serving institutional and individual investors worldwide.

Marc Rowan

Chief Executive Officer, Chairman of the Board & Co-Founder

Jim Zelter

President

Scott Kleinman

Co-President of Apollo Asset Management

Martin Kelly

Chief Financial Officer and Co-Chief Operating Officer

Jim Belardi

Chief Executive Officer of Athene

Stephanie Drescher

Partner, Chief Client and Product Development Officer

Gary Cohn

Lead Independent Director

Leon Black

Co-Founder (Retired 2021)

Josh Harris

Co-Founder (Stepped Down 2022)

Apollo's largest business segment managing over $392 billion across investment-grade and high-yield bonds, broadly syndicated loans, direct lending, asset-backed finance, mezzanine capital, non-performing loans, and collateralized loan obligations. The integrated credit platform leverages Apollo's global origination infrastructure and deep relationships with corporate borrowers to source proprietary investment opportunities and deliver risk-adjusted returns for institutional and individual investors.

Credit Platform

Apollo's cornerstone business managing $99 billion across buyouts, corporate carve-outs, and deleveraging investments. For over 30 years, the private equity platform has focused on complex transactions, distressed situations, and operational value creation. Notable investments include the record-setting $9.6 billion profit from LyondellBasell, the Harrah's Entertainment acquisition, and numerous successful corporate turnarounds across industries.

Private Equity

Apollo invests in commercial real estate debt and equity, including office buildings, hotels, logistics centers, and distressed real estate loans. The commercial real estate credit platform finances global real estate assets on behalf of Apollo's public and private vehicles, including the retirement services business. Apollo Real Estate Advisers was founded in 1993 and has deployed capital across market cycles.

Real Estate

Apollo's infrastructure platform targets essential assets including energy transition projects, renewables, data centers, and transportation infrastructure. Recent major investments include the $6.5 billion commitment to Ørsted's Hornsea 3 offshore wind project, the Stream Data Centers acquisition, and the Eagle Creek Renewable Energy acquisition. Apollo has committed approximately $58 billion to climate and energy transition investments over the past five years.

Infrastructure Investments

Following the January 2022 merger, Athene became Apollo's retirement services subsidiary, specializing in helping clients achieve financial security through a suite of retirement savings products including fixed and variable annuities. With over $202 billion in assets, Athene provides stable long-duration capital that Apollo deploys across its investment platform while generating insurance spreads and management fees.

Athene Retirement Services

Apollo provides flexible financing solutions and hybrid value offerings to corporate clients, offering customized capital structures that combine debt, equity, and structured products. This platform leverages Apollo's deep credit expertise and relationships to deliver bespoke financing arrangements for complex corporate situations including acquisitions, refinancings, and balance sheet restructurings.

Capital Solutions

Apollo offers investment strategies that blend characteristics of both debt and equity, including preferred equity, convertible securities, and structured credit products. These strategies target attractive risk-adjusted returns by capturing value across the capital structure and exploiting market inefficiencies in hybrid securities.

Hybrid Value Strategies

Apollo Global Management reported strong fourth-quarter and full-year 2024 results with assets under management reaching approximately $751 billion, a 15% increase year-over-year. The firm achieved record origination exceeding $220 billion and inflows of $152 billion for the full year. Fourth-quarter net income was $1.462 billion ($2.42 per share) with adjusted net income of $1.360 billion ($2.22 per share), demonstrating the strength of Apollo's integrated platform despite market volatility.

Apollo Reports Fourth Quarter and Full Year 2024 Results with Record AUM Surpassing $750 Billion

Apollo announced that CEO Marc Rowan will be appointed to the expanded role of CEO and Chair of the Board, effective April 21, 2025. Additionally, financial services leader Gary Cohn has been appointed to the Board as Lead Independent Director. Rowan also signed a five-year contract extension, providing continuity and cementing his leadership of Apollo's integrated alternative asset management and retirement services strategy through 2030.

Apollo Announces Marc Rowan Appointed CEO and Chair, Gary Cohn Joins Board as Lead Independent Director

Apollo Funds committed $6.5 billion to Ørsted's Hornsea 3 project in the United Kingdom, one of the largest offshore wind farms globally. This investment represents Apollo's commitment to energy transition infrastructure and builds on approximately $58 billion the firm has committed to climate and energy transition-related investments over the past five years, positioning Apollo at the forefront of sustainable infrastructure investing.

Apollo Funds Commit $6.5 Billion to Ørsted's Hornsea 3 Offshore Wind Project in UK

Apollo announced the acquisition of a 49% equity interest in a joint venture entity related to Intel Ireland's Fab 34 for €10.1 billion ($11 billion). This landmark transaction represents one of the largest infrastructure investments in the semiconductor sector and demonstrates Apollo's capability to provide flexible capital solutions for critical technology infrastructure at a time of significant global semiconductor investment.

Apollo Announces $11 Billion Joint Venture with Intel for Semiconductor Manufacturing Facility

Apollo announced over $2.4 billion in equity deals in early 2025, including partnerships with 8VC to accelerate American industrial innovation, the acquisition of Trace3 (a technology solutions provider specializing in AI, cloud, and security), and investments in clean energy and infrastructure. The firm also signed a long-term strategic partnership with Standard Chartered to fund up to $3 billion in clean energy and transition financing, reflecting Apollo's active deal-making and focus on growth sectors.

Apollo Off to the Races in 2025 With Over $2.4 Billion of Equity Deals

Apollo Funds completed two significant infrastructure acquisitions: Stream Data Centers, a leading data center platform, and Eagle Creek Renewable Energy, a renewable hydroelectric power company. These transactions align with Apollo's strategy of investing in essential infrastructure assets and energy transition opportunities, expanding the firm's portfolio of income-generating real assets with strong secular tailwinds from digitalization and decarbonization trends.

Apollo Funds Complete Acquisition of Stream Data Centers, Eagle Creek Renewable Energy

Apollo, along with BC Partners, agreed to acquire GFL Environmental's environmental services business for $8 billion in January 2025. The transaction represents a significant investment in North American environmental services infrastructure, including waste management, recycling, and environmental solutions. This acquisition demonstrates Apollo's appetite for large-scale infrastructure platforms in essential services sectors with stable cash flows and growth potential.

Apollo and BC Partners Agree to Acquire GFL Environmental's Services Business for $8 Billion

Apollo Global Management was founded by Leon Black, Marc Rowan, and Josh Harris following the collapse of Drexel Burnham Lambert. Within six months, the founders launched their first investment fund with approximately $400 million in capital.

Company Founded

Apollo Real Estate Investment Fund, L.P., the first in a family of real estate 'opportunity funds,' closed with $500 million of investor commitments. Apollo Real Estate Advisers was founded in collaboration with William Mack.

First Real Estate Fund Launched

Apollo and Graham Partners acquired Berry Plastics, a maker of plastic containers, for $2.25 billion from Goldman Sachs Capital Partners and JPMorgan Partners, marking a major buyout during the leveraged finance boom.

Berry Plastics Acquisition

Apollo sold 9% of itself to the Abu Dhabi Investment Authority, securing strategic investment from a sovereign wealth fund and positioning for eventual public markets access.

Abu Dhabi Investment

Apollo and TPG Capital acquired Harrah's Entertainment (later Caesars Entertainment) for $27.4 billion including debt, one of the largest leveraged buyouts in history executed at the peak of the buyout boom.

Harrah's Entertainment Acquisition

Apollo filed a Form S-1 with the U.S. Securities and Exchange Commission in preparation for an initial public offering on the New York Stock Exchange, though the IPO was delayed due to market conditions.

First IPO Filing

Apollo led a $2 billion investment in LyondellBasell, which it sold in November 2013 for a profit of $9.6 billion, generating one of the largest gains in private equity history and demonstrating Apollo's distressed investing expertise.

LyondellBasell Investment

On March 29, 2011, Apollo became a public company via an IPO on the New York Stock Exchange under ticker APO, providing liquidity to investors and access to public capital markets.

Initial Public Offering

Apollo acquired McGraw-Hill Education for $2.5 billion, entering the education technology and publishing sector and demonstrating its capability to execute large corporate carve-outs.

McGraw-Hill Education Acquisition

Apollo acquired ADT Inc., the home security company, in a significant buyout that expanded Apollo's portfolio of consumer-facing businesses and service companies.

ADT Inc. Acquisition

Marc Rowan succeeded Leon Black as CEO after Black's retirement following three decades leading the firm. This leadership transition marked a new era focused on the integrated credit and retirement services strategy.

CEO Transition to Marc Rowan

Apollo completed its $11 billion all-stock merger with Athene Holding Ltd., combining alternative asset management with retirement services and creating a $43 billion market cap company with integrated capabilities.

Athene Merger Completed

Apollo announced the acquisition of a 49% equity interest in a joint venture entity related to Intel Ireland's Fab 34 for €10.1 billion ($11 billion), marking one of the largest infrastructure investments in the semiconductor sector.

Intel Ireland Joint Venture

Apollo elevated Jim Zelter to President of Apollo Global Management, overseeing operations and strategic initiatives across asset management and retirement services, with John Zito becoming co-president of Apollo Asset Management alongside Scott Kleinman.

Jim Zelter Promoted to President

Marc Rowan was appointed to the expanded role of CEO and Chair of the Board effective April 21, 2025, with Gary Cohn joining as Lead Independent Director. Rowan also signed a five-year contract extension to continue leading the firm.

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