NAICS 5239 · Sub-Industry Deep-Dive · Finance & Insurance

Miscellaneous Financial Investment Activities — AI Adoption Analysis

Aggregate AI adoption statistics for companies in the Miscellaneous Financial Investment Activities sub-industry, computed from Meo Advisors' dataset of US-scored firms.

3,329 companies

65.5 avg score

63 states

1107 cities

$7.2M median savings

160 median employees

2mo median payback

AI Adoption Score Distribution · 3,329 companies scored

134

Grade A

80 – 100

350

Grade B

72 – 79

1,993

Grade C

64 – 71

852

Grade D

< 64

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

Top enterprise tech stacks in Miscellaneous Financial Investment Activities

slack · 1066 companies
salesforce · 616 companies
hubspot · 428 companies
zendesk · 110 companies
stripe · 34 companies

Top Miscellaneous Financial Investment Activities companies by AI adoption score

#1Tether.ioSeattle, WashingtonA92/100 #2BettermentNew York, New YorkA91/100 #3ClientPayAustin, TexasA91/100 #4Hightower AdvisorsChicago, IllinoisA91/100 #5Kestra FinancialAustin, TexasA91/100 #6Lab49New York, New YorkA91/100 #7Performance Trust CapitalChicago, IllinoisA91/100 #8Rectangle HealthThornwood, New YorkA91/100 #9ConvergexNew York, New YorkA90/100 #10GalaxyNew York, New YorkA90/100 #11Global PayEXRockville, MarylandA90/100 #12Mission WealthSanta Barbara, CaliforniaA90/100 #13PathstoneEnglewood, New JerseyA90/100 #14renaissance technologies llceast setauket, New YorkA90/100 #15Safe-Guard Products InternationalAtlanta, GeorgiaA90/100 #16TRG ScreenNew York, New YorkA90/100 #17EntersliceLos Angeles, CaliforniaA89/100 #18GlobalfyOrlando, FloridaA89/100 #19LumberSan Jose, CaliforniaA89/100 #20MoneyLionNew York, New YorkA89/100 #21StarComplianceRockville, MarylandA89/100 #22alphastream.aiNew York, New YorkA88/100 #23citadelmiami, FloridaA88/100 #24CollectiveSan Francisco, CaliforniaA88/100 #25ComplyNew York, New YorkA88/100 #26equilendnew york, New YorkA88/100 #27FacetWest Palm Beach, FloridaA88/100 #28Green StreetNewport Beach, CaliforniaA88/100 #29GVMountain View, CaliforniaA88/100 #30indineroLos Angeles, CaliforniaA88/100 #31millenniumnew york, New YorkA88/100 #32National Business CapitalHauppauge, New YorkA88/100 #33OwnwellAustin, TexasA88/100 #34Papaya GlobalNew York, New YorkA88/100 #35Quavo Fraud & DisputesWilmington, DelawareA88/100 #36Vertical RelevanceNew York, New YorkA88/100 #37Aduro AdvisorsSan Francisco, CaliforniaA-87/100 #38BARR Credit Services Inc. A Caine & Weiner CompanyTucson, ArizonaA-87/100 #39BTIGSan Francisco, CaliforniaA-87/100 #40Chatham FinancialKennett Square, PennsylvaniaA-87/100 #41CruxWashington, District Of ColumbiaA-87/100 #42MaestroNew York, New YorkA-87/100 #43OctusNew York, New YorkA-87/100 #44Prospect 33New York, New YorkA-87/100 #45ReflexivityNew York, New YorkA-87/100 #46Savvy WealthNew York, New YorkA-87/100 #47ZenmonicsCharlotte, North CarolinaA-87/100 #48AbrigoRaleigh, North CarolinaA-86/100 #49ARS National ServicesEscondido, CaliforniaA-86/100 #50CurinosNew York, New YorkA-86/100 #51Equify FinancialFort Worth, TexasA-86/100 #52EquityZenNew York, New YorkA-86/100 #53FE InternationalNew York, New YorkA-86/100 #54First AnalysisChicago, IllinoisA-86/100 #55Jordan Park GroupSan Francisco, CaliforniaA-86/100 #56NumerixNew York, New YorkA-86/100 #57Roc360New York, New YorkA-86/100 #58SchechterBirmingham, MichiganA-86/100 #59Third Road ManagementGlen Ellyn, IllinoisA-86/100 #60amazon catalytic capitalsan francisco, CaliforniaA85/100 #61aqr capital managementgreenwich, ConnecticutA85/100 #62blackrocknew york, New YorkA85/100 #63Burford CapitalNew York, New YorkA-85/100 #64Clarity AINew York, New YorkA-85/100 #65Clark Capital Management GroupPhiladelphia, PennsylvaniaA-85/100 #66Concierge Business Broker /MergersCorp Global M&ANew York, New YorkA-85/100 #67Derivative PathWalnut Creek, CaliforniaA-85/100 #68diverse angelslos angeles, CaliforniaA85/100 #69elliott & harrison corporationnew york, New YorkA85/100 #70farallon capital managementsan francisco, CaliforniaA85/100 #71Hamilton LaneConshohocken, PennsylvaniaA-85/100 #72hunma investment groupsan francisco, CaliforniaA85/100 #73j.p. morgan asset managementnew york, New YorkA85/100 #74KalshiNew York, New YorkA-85/100 #75Metro Credit UnionChelsea, MassachusettsA-85/100 #76PHOENIXDenver, ColoradoA-85/100 #77schonfeldnew york, New YorkA85/100 #78sk telecom venturessunnyvale, CaliforniaA85/100 #79s&p globalnew york, New YorkA85/100 #80viking global investorsstamford, ConnecticutA85/100 #81Zions Capital MarketsSalt Lake City, UtahA-85/100 #82Axletree SolutionsEast Brunswick, New JerseyA-84/100 #83BGMBloomington, MinnesotaA-84/100 #84GraphiteNew York, New YorkA-84/100 #85IQVenturesDublin, OhioA-84/100 #86KE AndrewsDallas, TexasA-84/100 #87Luma FinancialCincinnati, OhioA-84/100 #88Platinum.fundPalo Alto, CaliforniaA-84/100 #89Tax1099.comFayetteville, ArkansasA-84/100 #90Tidal Financial GroupNew York, New YorkA-84/100 #91Trajan WealthScottsdale, ArizonaA-84/100 #92Trellance Cooperative HoldingsTampa, FloridaA-84/100 #93VestGen WealthChicago, IllinoisA-84/100 #94Wealth.comTempe, ArizonaA-84/100 #95Axos® Clearing A Subsidiary of Axos FinancialOmaha, NebraskaA-83/100 #96DCSSavannah, GeorgiaA-83/100 #97Dynasty FinancialSaint Petersburg, FloridaA-83/100 #98MONTICELLOAMNew York, New YorkA-83/100 #99NitraNew York, New YorkA-83/100 #100Ocean Tomo a part of J.S. HeldChicago, IllinoisA-83/100

Sibling sub-industries under Finance & Insurance

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

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 Miscellaneous Financial Investment Activities

New York, New York

300 companies · avg 67.9

new york, New York

138 companies · avg 67.7

Chicago, Illinois

89 companies · avg 67.1

San Francisco, California

55 companies · avg 67.2

Dallas, Texas

47 companies · avg 64.9

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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