NAICS 5239 · Page 24 of 34

Miscellaneous Financial Investment Activities — Companies (page 24)

Miscellaneous Financial Investment Activities companies (rank 2,301–2,400)

#2,301syncisgardena, CaliforniaC65/100 #2,302Taycor FinancialEl Segundo, CaliforniaB-65/100 #2,303team billionairebeverly hills, CaliforniaC65/100 #2,304Telsey Advisory GroupNew York, New YorkB-65/100 #2,305Ten Oaks GroupCharlotte, North CarolinaB-65/100 #2,306Texas Stock ExchangeDallas, TexasB-65/100 #2,307TFO Family OfficePhoenix, ArizonaB-65/100 #2,308thais ayala financialparkland, FloridaC65/100 #2,309the 360 huntington fund, northeastern universityboston, MassachusettsC65/100 #2,310the cashmere fundboulder, ColoradoC65/100 #2,311the gemini companies (now ultimus fund solutions)hauppauge, New YorkC65/100 #2,312thegigfamilyreno, NevadaC65/100 #2,313the heico companies llcchicago, IllinoisC65/100 #2,314The Interface Financial GroupBethesda, MarylandB-65/100 #2,315the investment partners firmmetuchen, New JerseyC65/100 #2,316the investment societysan antonio, TexasC65/100 #2,317The League of Credit Unions & AffiliatesTallahassee, FloridaB-65/100 #2,318the manthei grouppetoskey, MichiganC65/100 #2,319the national wealth groupsan ramon, CaliforniaC65/100 #2,320the sunray companies, llcmadison, MississippiC65/100 #2,321The World ChangersMiami, FloridaB-65/100 #2,322tiaa-crefnew york, New YorkC65/100 #2,323tifecleawood, KansasC65/100 #2,324TIGRESS FINANCIALNew York, New YorkB-65/100 #2,325timberland partners investmentsminneapolis, MinnesotaC65/100 #2,326titan capital fundfederal way, WashingtonC65/100 #2,327tpg angelo gordonnew york, New YorkC65/100 #2,328TravoisKansas City, MissouriB-65/100 #2,329TriBridgeColumbia, MarylandB-65/100 #2,330t. rowe pricebaltimore, MarylandC65/100 #2,331TSG Wealth ManagementLong Beach, CaliforniaB-65/100 #2,332Tuna PaymentsDover, DelawareB-65/100 #2,333Twain FinancialSt. Louis, MissouriB-65/100 #2,334tweeter communications, llc zaher nourredinedenver, ColoradoC65/100 #2,335tZERO GroupJersey City, New JerseyB-65/100 #2,336uconn student managed fundhartford, ConnecticutC65/100 #2,337union mainmemphis, TennesseeC65/100 #2,338United Capital Financial AdvisorsIrving, TexasB-65/100 #2,339Unity National BankHouston, TexasB-65/100 #2,340UQUALWestminster, ColoradoB-65/100 #2,341US Business FundingSanta Ana, CaliforniaB-65/100 #2,342usc startup networkbeverly hills, CaliforniaC65/100 #2,343u.s. trustC65/100 #2,344utah investment leaderssalt lake city, UtahC65/100 #2,345UTGLLewes, DelawareB-65/100 #2,346valichouston, TexasC65/100 #2,347VantagePointe Financial GroupGrand Rapids, MichiganB-65/100 #2,348Velocity InvestmentsBelmar, New JerseyB-65/100 #2,349vergehouston, TexasC65/100 #2,350vfinanceC65/100 #2,351virtual financial grouphales corners, WisconsinC65/100 #2,352virtus investment partnershartford, ConnecticutC65/100 #2,353Visa Acceptance SolutionsFoster City, CaliforniaB-65/100 #2,354voya investment managementnew york, New YorkC65/100 #2,355waddell & reedshawnee mission, KansasC65/100 #2,356WafraNew York, New YorkB-65/100 #2,357WaycrosseBellingham, WashingtonB-65/100 #2,358wealth strategies financial groupsouthfield, MichiganC65/100 #2,359wealthtrust, a hightower advisors companychicago, IllinoisC65/100 #2,360wealthwavealpharetta, GeorgiaC65/100 #2,361wealthy business owners networknew york, New YorkC65/100 #2,362Webster EquityWaltham, MassachusettsB-65/100 #2,363weceo®new york, New YorkC65/100 #2,364WeFi Technology GroupGreenwood Village, ColoradoB-65/100 #2,365Welcome TechLos Angeles, CaliforniaB-65/100 #2,366wells capital managementC65/100 #2,367Wells Real Estate FundsPeachtree Corners, GeorgiaB-65/100 #2,368westchester capital managementvalhalla, New YorkC65/100 #2,369wharton alumni angelsfort washington, PennsylvaniaC65/100 #2,370Wheeler AssociatesDuluth, MinnesotaB-65/100 #2,371white lightsanta monica, CaliforniaC65/100 #2,372Willow StreetJackson, WyomingB-65/100 #2,373Wind River PaymentsMadison, WisconsinB-65/100 #2,374Windsor MortgageSioux Falls, South DakotaB-65/100 #2,375wingspan portfolio advisorsdallas, TexasC65/100 #2,376winwinseattle, WashingtonC65/100 #2,377wont deletedublin, OhioC65/100 #2,378world investment advisorssanta barbara, CaliforniaC65/100 #2,379Wymer Brownlee Wealth StrategiesEdmond, OklahomaB-65/100 #2,380xpress coachinggreat barrington, MassachusettsC65/100 #2,381yam worldwidescottsdale, ArizonaC65/100 #2,382york global investment groupNew YorkC65/100 #2,383younan companywoodland hills, CaliforniaC65/100 #2,384zacks research pvt. ltdchicago, IllinoisC65/100 #2,385zenith blockchain minerscincinnati, OhioC65/100 #2,386zephyrwhite plains, New YorkC65/100 #2,387zt corporatehouston, TexasC65/100 #2,388AclassicJacksonville, FloridaD64/100 #2,389Advantage One Tax ConsultingSterling, VirginiaB-64/100 #2,390AdventisChicago, IllinoisB-64/100 #2,391Altfest Personal Wealth ManagementNew York, New YorkB-64/100 #2,392American Appraisal a division of Duff & PhelpsMilwaukee, WisconsinB-64/100 #2,393Ameritech FinancialRohnert Park, CaliforniaB-64/100 #2,394Angel Oak Capital AdvisorsAtlanta, GeorgiaB-64/100 #2,395Argus Information and Advisory ServicesChicago, IllinoisB-64/100 #2,396Ascend UC BerkeleyBerkeley, CaliforniaB-64/100 #2,397Associated Pension ConsultantsChico, CaliforniaB-64/100 #2,398Avadian Credit UnionBirmingham, AlabamaB-64/100 #2,399AXIS BrokersMiami, FloridaB-64/100 #2,400Bow River CapitalDenver, ColoradoB-64/100

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

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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