Customer Mix And Market ShareStrong onboarding of higher-AUM funded accounts combined with record trading revenues and customer deposits supports continued market share gains and potential revenue upside as monetization of larger accounts increases.
Geographic Expansion & PartnershipsStrategic partnership with Meritz Financial Group to enable South Korean investors to access US equities via the platform could materially broaden the addressable market and add institutional volume as expansion scales in 2026.
Product Innovation And EngagementRelaunch of crypto, the Kalshi partnership for accessible event trading, addition of prediction markets, and an AI tie-up with Vega broaden the product suite and are likely to raise customer engagement and deposit inflows during 2026.