NAICS 52 · Sector Deep-Dive
Finance & Insurance — AI Adoption Analysis
Aggregate AI adoption statistics for companies in the Finance & Insurance sector, computed from Meo Advisors' dataset of US-scored firms.
10,315 companies
62.9 avg score
69 states
2656 cities
$15.0M median savings
650 median employees
2mo median payback
AI Adoption Score Distribution · 10,315 companies scored
242
Grade A
80 – 100
577
Grade B
72 – 79
4,962
Grade C
64 – 71
4,534
Grade D
< 64
Scores reflect operational readiness for AI agent deployment across scheduling, intake, billing, and customer communication workflows.
Top enterprise tech stacks in Finance & Insurance
- slack · 1720 companies
- salesforce · 891 companies
- hubspot · 699 companies
- zendesk · 165 companies
- stripe · 42 companies
Top Finance & Insurance companies by AI adoption score
#1Tether.ioA92/100#2BettermentA91/100#3ClientPayA91/100#4Hightower AdvisorsA91/100#5Kestra FinancialA91/100#6Lab49A91/100#7Performance Trust CapitalA91/100#8Rectangle HealthA91/100#9ConvergexA90/100#10GalaxyA90/100#11Global PayEXA90/100#12MIBA90/100#13Mission WealthA90/100#14PathstoneA90/100#15renaissance technologies llcA90/100#16Safe-Guard Products InternationalA90/100#17TRG ScreenA90/100#18EntersliceA89/100#19GlobalfyA89/100#20Kuvare HoldingsA89/100#21LumberA89/100#22MoneyLionA89/100#23StarComplianceA89/100#24alphastream.aiA88/100#25american expressA88/100#26belvedere trading, llcA88/100#27citadelA88/100#28citiA88/100#29CollectiveA88/100#30ComplyA88/100#31connextionsA88/100#32equilendA88/100#33FacetA88/100#34Green StreetA88/100#35GVA88/100#36indineroA88/100#37millenniumA88/100#38National Business CapitalA88/100#39optumA88/100#40OwnwellA88/100#41Papaya GlobalA88/100#42ParetoHealthA88/100#43Quavo Fraud & DisputesA88/100#44venmoA88/100#45Vertical RelevanceA88/100#46Aduro AdvisorsA-87/100#47Amalgamated BankA-87/100#48AscendA-87/100#49BARR Credit Services Inc. A Caine & Weiner CompanyA-87/100#50BTIGA-87/100#51Capital Bank N.AA-87/100#52Centro Benefits ResearchA-87/100#53Chatham FinancialA-87/100#54CruxA-87/100#55MaestroA-87/100#56OctusA-87/100#57Prospect 33A-87/100#58ReflexivityA-87/100#59SanaA-87/100#60Savvy WealthA-87/100#61Vālenz Health®A-87/100#62ZenmonicsA-87/100#63AbrigoA-86/100#64ARS National ServicesA-86/100#65Columbia Bank New JerseyA-86/100#66CurinosA-86/100#67Equify FinancialA-86/100#68EquityZenA-86/100#69FE InternationalA-86/100#70First AnalysisA-86/100#71Jordan Park GroupA-86/100#72NumerixA-86/100#73Roc360A-86/100#74SchechterA-86/100#75SparkA-86/100#76The Mutual GroupA-86/100#77Third Road ManagementA-86/100#78amazon catalytic capitalA85/100#79aqr capital managementA85/100#80bank of americaA85/100#81bank of america merrill lynchA85/100#82barclays investment bankA85/100#83blackrockA85/100#84blockA85/100#85Burford CapitalA-85/100#86capital oneA85/100#87centene corporationA85/100#88chaseA85/100#89Clarity AIA-85/100#90Clark Capital Management GroupA-85/100#91Concierge Business Broker /MergersCorp Global M&AA-85/100#92credit suisse first bostonA85/100#93Derivative PathA-85/100#94diverse angelsA85/100#95drwA85/100#96elliott & harrison corporationA85/100#97farallon capital managementA85/100#98feedzaiA85/100#99fireblocksA85/100#100goldman sachsA85/100
Top cities for Finance & Insurance
New York, New York
new york, New York
rolling meadows, Illinois
Chicago, Illinois
Methodology
Scores are computed using Meo Advisors' proprietary AI adoption model evaluating public digital signals (job postings, tech stack, content, and product velocity). NAICS assignment is based on primary industry classification from the company's public filings and directory entries.