NAICS 5223 · Sub-Industry Deep-Dive · Finance & Insurance

Mortgage and Nonmortgage Loan Brokers — AI Adoption Analysis

Aggregate AI adoption statistics for companies in the Mortgage and Nonmortgage Loan Brokers sub-industry, computed from Meo Advisors' dataset of US-scored firms.

947 companies

63.5 avg score

45 states

400 cities

$17.0M median savings

3,000 median employees

AI Adoption Score Distribution · 947 companies scored

17

Grade A

80 – 100

41

Grade B

72 – 79

413

Grade C

64 – 71

476

Grade D

< 64

Scores reflect operational readiness for AI agent deployment across scheduling, intake, billing, and customer communication workflows.

Top Mortgage and Nonmortgage Loan Brokers companies by AI adoption score

#1venmonew york, New YorkA88/100 #2blockoakland, CaliforniaA85/100 #3feedzainew york, New YorkA85/100 #4fireblocksnew york, New YorkA85/100 #5google paymountain view, CaliforniaA85/100 #6mastercardpurchase, New YorkA85/100 #7paypalsan jose, CaliforniaA85/100 #8visafoster city, CaliforniaA85/100 #9obusunnyvale, CaliforniaB82/100 #10signzynew york, New YorkB82/100 #11cash appnew york, New YorkB80/100 #12equifaxatlanta, GeorgiaB80/100 #13multicentsan francisco, CaliforniaB80/100 #14our infinite companydallas, TexasB80/100 #15shift4center valley, PennsylvaniaB80/100 #16tru capitalNew YorkB80/100 #17uniffypay limitedsan francisco, CaliforniaB80/100 #18alloynew york, New YorkB78/100 #19biz2xnew york, New YorkB78/100 #20blackhawk networkpleasanton, CaliforniaB78/100 #21fisjacksonville, FloridaB78/100 #22fiservmilwaukee, WisconsinB78/100 #23fisjacksonville, FloridaB78/100 #24flutterwavesan francisco, CaliforniaB78/100 #25moody's kmvB78/100 #26beyondcoindenver, ColoradoB75/100 #27brexsan francisco, CaliforniaB75/100 #28credibledurham, North CarolinaB75/100 #29cybersourcefoster city, CaliforniaB75/100 #30first data corporationbrookfield, WisconsinB75/100 #31fis - fidelity information servicesjacksonville, FloridaB75/100 #32janeen waddell, total project financingmarlton, New JerseyB75/100 #33j. galtindianapolis, IndianaB75/100 #34mapay, llcvoorhees, New JerseyB75/100 #35moody's corporationnew york, New YorkB75/100 #36omega fintech llcjersey city, New JerseyB75/100 #37pagayanew york, New YorkB75/100 #38payornew york, New YorkB75/100 #39paystandsanta cruz, CaliforniaB75/100 #40ripplesan francisco, CaliforniaB75/100 #41rocket mortgagedetroit, MichiganB75/100 #42tsyscolumbus, GeorgiaB75/100 #43vantiv integrated paymentsdurango, ColoradoB75/100 #44worldpaycincinnati, OhioB75/100 #45accuityevanston, IllinoisC72/100 #46biz2creditnew york, New YorkC72/100 #47bluesnapboston, MassachusettsC72/100 #48bokusan francisco, CaliforniaC72/100 #49bvnksan francisco, CaliforniaC72/100 #50cardinalcommerce, a visa solutionmentor, OhioC72/100 #51clear capitalreno, NevadaC72/100 #52first national merchant solutions, llcomaha, NebraskaC72/100 #53linear financial technologiesreston, VirginiaC72/100 #54loancloud.aithousand oaks, CaliforniaC72/100 #55netspendaustin, TexasC72/100 #56optimal blueplano, TexasC72/100 #57paragon payment solutionstempe, ArizonaC72/100 #58vgssan francisco, CaliforniaC72/100 #59bestmoney.comnew york, New YorkC70/100 #60billgofort collins, ColoradoC70/100 #61bm technologies, inc.rocky mount, North CarolinaC70/100 #62card authorizernew york, New YorkC70/100 #63coral wave financerichmond, VirginiaC70/100 #64electronic merchant systemscleveland, OhioC70/100 #65flywireboston, MassachusettsC70/100 #66forumpaymiami, FloridaC70/100 #67global payments inc.atlanta, GeorgiaC70/100 #68hamilton group funding, inc.fort lauderdale, FloridaC70/100 #69incenter lender servicesfort washington, PennsylvaniaC70/100 #70masonmacsan ramon, CaliforniaC70/100 #71mfoundrysan francisco, CaliforniaC70/100 #72primelending ventures managementdallas, TexasC70/100 #73rampnew york, New YorkC70/100 #74selene diligence llcjacksonville, FloridaC70/100 #75simple financeportland, OregonC70/100 #76slice merchant servicesholmdel, New JerseyC70/100 #77StripeSan Francisco, CaliforniaC70/100 #78the mortgage calculatormiami, FloridaC70/100 #79world xpayloveland, ColoradoC70/100 #80wow brandnew york, New YorkC70/100 #812checkoutnew york, New YorkC68/100 #82acopia home loans - nmls 4664goodlettsville, TennesseeC68/100 #83aimloan.comsan diego, CaliforniaC68/100 #84airlines reporting corporation (arc)arlington, VirginiaC68/100 #85alliance data card servicescolumbus, OhioC68/100 #86alterra home loanslas vegas, NevadaC68/100 #87american expressnew york, New YorkC68/100 #88amountlasalle, IllinoisC68/100 #89arabs fintechnew york, New YorkC68/100 #90aspiresan francisco, CaliforniaC68/100 #91banking circle groupNew YorkC68/100 #92betternew york, New YorkC68/100 #93biticy hublos angeles, CaliforniaC68/100 #94blacpay incsan francisco, CaliforniaC68/100 #95blendsan francisco, CaliforniaC68/100 #96bluepay processingnaperville, IllinoisC68/100 #97bottomlineportsmouth, New HampshireC68/100 #98braintreechicago, IllinoisC68/100 #99branch messengerminneapolis, MinnesotaC68/100 #100businessfinance.comel segundo, CaliforniaC68/100

Sibling sub-industries under Finance & Insurance

Miscellaneous Financial Investment Activities

3,324 companies

Direct Property and Casualty Insurance Carriers

2,150 companies

Commercial Banking

1,715 companies

Insurance Agencies and Brokerages

1,108 companies

Consumer Lending

Investment Banking and Securities Dealing

Securities and Commodity Exchanges

Miscellaneous Financial Investment Activities

Direct Property and Casualty Insurance Carriers

Commercial Banking

Real Estate Investment Trusts

Top cities for Mortgage and Nonmortgage Loan Brokers

56 companies · avg 62.1

new york, New York

46 companies · avg 68.3

atlanta, Georgia

25 companies · avg 65

san francisco, California

18 companies · avg 70.3

irvine, California

18 companies · avg 62.5

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.

← Back to Finance & Insurance