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Goodwill and Intangible Assets (Tables) | 12 Months Ended
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Dec. 31, 2024
Goodwill and Intangible Assets Disclosure [Abstract] |
Schedule of Goodwill | The carrying amount of the Company's goodwill by segment at December 31, 2024 and 2023 is as follows:
|  | Investment Managers |  | Investment Advisors |  | Institutional Investors |  | Investments in New Businesses |  | Total
Balance, December 31, 2022 |  | $ | 56,992 |  |  | $ | — |  |  | $ | 47,108 |  |  | 11,499 |  |  | $ | 115,599 |
Acquisitions (See Note 15) |  | — |  |  | — |  |  | 14,492 |  |  | 6,960 |  |  | 21,452 |
Foreign currency translation adjustments |  | (2) |  |  | — |  |  | 284 |  |  | — |  |  | 282 |
Balance, December 31, 2023 |  | $ | 56,990 |  |  | $ | — |  |  | $ | 61,884 |  |  | $ | 18,459 |  |  | $ | 137,333 |
Acquisition of LifeYield (See Note 15) |  | — |  |  | 33,131 |  |  | — |  |  | — |  |  | 33,131 |
Measurement period adjustments |  | — |  |  | — |  |  | 25 |  |  | — |  |  | 25 |
Reclassification due to segment reorganization |  | (1,711) |  |  | — |  |  | — |  |  | 1,711 |  |  | — |
Foreign currency translation adjustments |  | (12) |  |  | — |  |  | (190) |  |  | — |  |  | (202) |
Balance, December 31, 2024 |  | $ | 55,267 |  |  | $ | 33,131 |  |  | $ | 61,719 |  |  | $ | 20,170 |  |  | $ | 170,287 |
Schedule of Intangible Assets | The Company's intangible assets consist of:
| 2024 |  | Weighted Average Estimated Useful Life |  | 2023 |  | Weighted Average Estimated Useful Life
Client relationships | $ | 63,785 |  |  | 9.8 years |  | $ | 63,803 |  |  | 10.4 years
Acquired technology | 61,060 |  |  | 7.5 years |  | 53,020 |  |  | 7.7 years
Trade name | 4,890 |  |  | 15.3 years |  | 4,670 |  |  | 15.1 years
Non-competition agreements | 3,470 |  |  | 5.0 years |  | 3,470 |  |  | 5.0 years
| 133,205 |  |  |  |  | 124,963 |  |  |
Less: Accumulated amortization | (55,835) |  |  |  |  | (42,520) |  |  |
Intangible assets, net | $ | 77,370 |  |  |  |  | $ | 82,443 |  |  |
Schedule of Finite-Lived Intangible Assets, Future Amortization Expense | The Company currently expects to recognize amortization expense related to intangible assets as of December 31, 2024 each year from 2025 through 2029 as follows:
Year | Expected Amortization Expense Related to Intangible Assets
2025 | $ | 13,503 |
2026 | 13,395 |
2027 | 10,848 |
2028 | 9,858 |
2029 | 6,157 |

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