NAICS 5231 · Sub-Industry Deep-Dive · Finance & Insurance

Investment Banking and Securities Dealing — AI Adoption Analysis

Aggregate AI adoption statistics for companies in the Investment Banking and Securities Dealing sub-industry, computed from Meo Advisors' dataset of US-scored firms.

349 companies

65.5 avg score

45 states

158 cities

$27.0M median savings

750 median employees

2mo median payback

AI Adoption Score Distribution · 349 companies scored

17

Grade A

80 – 100

31

Grade B

72 – 79

208

Grade C

64 – 71

93

Grade D

< 64

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

Top enterprise tech stacks in Investment Banking and Securities Dealing

slack · 34 companies
salesforce · 15 companies
hubspot · 8 companies
stripe · 1 companies

Top Investment Banking and Securities Dealing companies by AI adoption score

#1belvedere trading, llcchicago, IllinoisA88/100 #2barclays investment banknew york, New YorkA85/100 #3credit suisse first bostonnew york, New YorkA85/100 #4drwchicago, IllinoisA85/100 #5goldman sachsnew york, New YorkA85/100 #6hudson river tradingnew york, New YorkA85/100 #7jump tradingchicago, IllinoisA85/100 #8lehman brothersA85/100 #9morgan stanleynew york, New YorkA85/100 #10portware, a factset companynew york, New YorkA85/100 #11self employed traderdallas, TexasA85/100 #12squarepointnew york, New YorkA85/100 #13susquehanna international groupbala cynwyd, PennsylvaniaA85/100 #14the d. e. shaw groupnew york, New YorkA85/100 #15worldquantold greenwich, ConnecticutA85/100 #16wts proprietary trading group - bostonboston, MassachusettsA85/100 #17koherent incorporatedNew YorkB80/100 #18merrill lynchnew york, New YorkB78/100 #19rockall technologies (now broadridge)new york, New YorkB78/100 #20shadow financial systems (now broadridge)new york, New YorkB78/100 #21ab bernsteinnew york, New YorkB75/100 #22agp primeboca raton, FloridaB75/100 #23bitdex finance limitedlondon, KentuckyB75/100 #24broadridgenew york, New YorkB75/100 #25cantor fitzgeraldnew york, New YorkB75/100 #26charles schwabwestlake, TexasB75/100 #27chicago trading companychicago, IllinoisB75/100 #28clearstructure financial technology (now broadridge)new york, New YorkB75/100 #29Elevations Credit UnionBoulder, ColoradoB75/100 #30gemininew york, New YorkB75/100 #31ibiccnew york, New YorkB75/100 #32instinet incorporatednew york, New YorkB75/100 #33jefferiesnew york, New YorkB75/100 #34john hancock financial servicesboston, MassachusettsB75/100 #35lancarsunnyvale, CaliforniaB75/100 #36peacecoin inc.pasadena, CaliforniaB75/100 #37robinhoodmenlo park, CaliforniaB75/100 #38seozillowlos angeles, CaliforniaB75/100 #39smbc nikko securities america, inc.new york, New YorkB75/100 #40starter alliancelos angeles, CaliforniaB75/100 #41the execution projectnew york, New YorkB75/100 #42thomson financialB75/100 #43vineanalyticapittsburgh, PennsylvaniaB75/100 #44Joneshouston, TexasC73/100 #45binance.usmiami, FloridaC72/100 #46CenterviewNew York, New YorkB72/100 #47drivewealthnew york, New YorkC72/100 #48power upssunnyvale, CaliforniaC72/100 #49Brown Gibbons Lang & CompanyCleveland, OhioB71/100 #50NeedhamNew York, New YorkB71/100 #51US CapitalSan Francisco, CaliforniaB71/100 #52berox tradingcoeur d'alene, IdahoC70/100 #53cahero capitalmiami, FloridaC70/100 #54crypto mining techsouth san francisco, CaliforniaC70/100 #55georgetown aquaticsrockville, MarylandC70/100 #56greenhill & co.new york, New YorkC70/100 #57myecon incC70/100 #58quenisphere bvnew york, New YorkC70/100 #59rpm technologies (now broadridge)new york, New YorkC70/100 #60sandler o'neill + partners, l.p.new york, New YorkC70/100 #61seaport global holdings llcnew york, New YorkC70/100 #62smith barneyjackson, MichiganC70/100 #63td ameritradeomaha, NebraskaC70/100 #64td ameritrade holding corporationomaha, NebraskaC70/100 #65The Scott Fetzer CompanyWestlake, OhioC70/100 #66thinkmarketschicago, IllinoisC70/100 #67VMG HealthDallas, TexasC70/100 #68EnglandHouston, TexasB-69/100 #69Advisors ExcelTopeka, KansasC68/100 #70amherst pierpont securities llcnew york, New YorkC68/100 #71Arctic SecuritiesHouston, TexasB-68/100 #72axos securitiessan diego, CaliforniaC68/100 #73babcock & brownC68/100 #74bb&t capital marketsrichmond, VirginiaC68/100 #75bluhe shire™st. petersburg, FloridaC68/100 #76bny pershingjersey city, New JerseyC68/100 #77Capital IIIValley Center, KansasC68/100 #78castleton commodities internationalstamford, ConnecticutC68/100 #79cibc us middle market investment bankingmilwaukee, WisconsinC68/100 #80clarient global llcnew york, New YorkC68/100 #81cobalt, a factset companynorwalk, ConnecticutC68/100 #82crt capital groupdarien, ConnecticutC68/100 #83donaldson, lufkin & jenretteC68/100 #84ethereum sinatrachicago, IllinoisC68/100 #85evercorenew york, New YorkC68/100 #86franklin square capital partnersphiladelphia, PennsylvaniaC68/100 #87greenwich capital marketsgreenwich, ConnecticutC68/100 #88guggenheim securitiesnew york, New YorkC68/100 #89harris williams private capital advisory (formerly sixpoint partners)richmond, VirginiaC68/100 #90hegemon group internationalalpharetta, GeorgiaC68/100 #91hightower holding, llcchicago, IllinoisC68/100 #92integral fruit & cocollege point, New YorkC68/100 #93knight trading groupC68/100 #94KPMG Corporate FinanceChicago, IllinoisB-68/100 #95lazardnew york, New YorkC68/100 #96lumentrades, inc.portland, OregonC68/100 #97maverick tradingsalt lake city, UtahC68/100 #98miller & reednew york, New YorkC68/100 #99moomoojersey city, New JerseyC68/100 #100natexis bleichroederC68/100

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

Mortgage and Nonmortgage Loan Brokers

Consumer Lending

Securities and Commodity Exchanges

Miscellaneous Financial Investment Activities

Direct Property and Casualty Insurance Carriers

Commercial Banking

Real Estate Investment Trusts

Top cities for Investment Banking and Securities Dealing

new york, New York

73 companies · avg 69.9

26 companies · avg 65.8

New York, New York

17 companies · avg 60.5

chicago, Illinois

13 companies · avg 71.5

los angeles, California

6 companies · avg 67.8

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.

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