NAICS 5239 · Page 3 of 34

Miscellaneous Financial Investment Activities — Companies (page 3)

Miscellaneous Financial Investment Activities companies (rank 201–300)

#201millman multimediabaltimore, MarylandB75/100 #202mit alumni angels of norcalmillbrae, CaliforniaB75/100 #203morningstarchicago, IllinoisB75/100 #204msci inc.new york, New YorkB75/100 #205NextGear CapitalCarmel, IndianaB75/100 #206oz managementnew york, New YorkB75/100 #207pargentanew york, New YorkB75/100 #208personal capitalredwood city, CaliforniaB75/100 #209pimconewport beach, CaliforniaB75/100 #210plastiqSan Francisco, CaliforniaB75/100 #211plug and play tech centersunnyvale, CaliforniaB75/100 #212Premium Merchant FundingNew York, New YorkB75/100 #213quaid ventureswilmington, DelawareB75/100 #214RehmannTroy, MichiganB75/100 #215sands capitalarlington, VirginiaB75/100 #216Security BenefitTopeka, KansasB75/100 #217snickernet, incmilpitas, CaliforniaB75/100 #218s&p global ratingsnew york, New YorkB75/100 #219springdale capital llcB75/100 #220State Collection Service, Inc.Madison, WisconsinB75/100 #221SymphonyPalo Alto, CaliforniaB75/100 #222t3 capitalhouston, TexasB75/100 #223T3 Trading SolutionsNew York, New YorkB75/100 #224takeda ventures, inc.cambridge, MassachusettsB75/100 #225the adams apprenticeshipchapel hill, North CarolinaB75/100 #226Tower Research CapitalNew York, New YorkB75/100 #227UFCUAustin, TexasB75/100 #228Vista Equity PartnersAustin, TexasB75/100 #229Apex Global SolutionsMontebello, New YorkB74/100 #230Autofinancecarmel, IndianaC74/100 #231Beacon PointeNewport Beach, CaliforniaB74/100 #232BetaNXTNew York, New YorkB74/100 #233Blue TrustAlpharetta, GeorgiaB74/100 #234Centiva CapitalNew York, New YorkB74/100 #235CircleSan Francisco, CaliforniaC74/100 #236ClearBridge InvestmentsNew York, New YorkB74/100 #237Coastal WealthFort Lauderdale, FloridaB74/100 #238Consolidated AnalyticsSanta Ana, CaliforniaB74/100 #239CSSI ServicesBaton Rouge, LouisianaB74/100 #240CuriRaleigh, North CarolinaB74/100 #241Daiwa Capital Markets AmericaNew York, New YorkB74/100 #242Data AnalysisLos Angeles, CaliforniaB74/100 #243Davenport & CompanyRichmond, VirginiaB74/100 #244DroitNew York, New YorkB74/100 #245eCapitalAventura, FloridaC74/100 #246Everence FinancialGoshen, IndianaB74/100 #247FartherNew York, New YorkB74/100 #248FlexTecsAtlanta, GeorgiaB74/100 #249GreenPoint GlobalRye, New YorkB74/100 #250Health AdvocatesLos Angeles, CaliforniaB74/100 #251ICON InternationalStamford, ConnecticutB74/100 #252JetsupportChicago, IllinoisC74/100 #253Jet Support ServicesChicago, IllinoisB74/100 #254KnovaOneWest Palm Beach, FloridaB74/100 #255LaSalle Investment ManagementChicago, IllinoisB74/100 #256LeaderOne Financialoverland park, KansasC74/100 #257Lighthouse InvestmentPalm Beach Gardens, FloridaB74/100 #258LIMRAWindsor, ConnecticutB74/100 #259McAdam FinancialPhiladelphia, PennsylvaniaB74/100 #260Merit Financial AdvisorsAlpharetta, GeorgiaB74/100 #261NEPCBoston, MassachusettsB74/100 #262OntopCleveland, WisconsinB74/100 #263OTR SolutionsRoswell, GeorgiaB74/100 #264QT-GroupBeverly Hills, CaliforniaB74/100 #265Rabo AgriFinanceChesterfield, MissouriB74/100 #266RegEdMorrisville, North CarolinaB74/100 #267Rewards NetworkChicago, IllinoisB74/100 #268ScottradeSt. Louis, MissouriB74/100 #269SolyticsNew York, New YorkB74/100 #270SourcepointPalm Bay, FloridaB74/100 #271SRMMinneapolis, MinnesotaB74/100 #272SVAMadison, WisconsinB74/100 #273Synergy ConsultingReston, VirginiaB74/100 #274TalusDallas, TexasB74/100 #275The CCS CompaniesNorwood, MassachusettsB74/100 #276The MJ CompaniesCarmel, IndianaB74/100 #277The Openwork PartnershipGermantown, MarylandB74/100 #278Union Bank & TrustLincoln, NebraskaC74/100 #279USI Consulting GroupGlastonbury, ConnecticutB74/100 #280ValuTeachersPonte Vedra Beach, FloridaB74/100 #281Virtual FinancialPlacerville, CaliforniaB74/100 #282WEST Purchasing GroupCosta Mesa, CaliforniaC74/100 #283World Investment AdvisorsMiddletown Township, New JerseyB74/100 #28420/20 Tax ResolutionBroomfield, ColoradoB73/100 #285Abacus Global ManagementOrlando, FloridaB73/100 #286AbraMountain View, CaliforniaB73/100 #287ADM Investor ServicesChicago, IllinoisB73/100 #288Apex CapitalFort Worth, TexasB73/100 #289APM HelpHouston, TexasB73/100 #290Apollon Wealth ManagementMount Pleasant, South CarolinaB73/100 #291Blue Ridge AssociatesCharlottesville, VirginiaB73/100 #292Brighton JonesSeattle, WashingtonB73/100 #293Cambridge TrustBoston, MassachusettsB73/100 #294Century Consulting ServicesNew York, New YorkB73/100 #295CIAL Dun & BradstreetSunrise, FloridaB73/100 #296Citizens Bank & TrustKansas City, MissouriB73/100 #297Clark ConsultingWalnut Creek, CaliforniaB73/100 #298ClutchSan Francisco, CaliforniaB73/100 #299ColdstreamBellevue, WashingtonB73/100 #300CommunifySanta Monica, CaliforniaB73/100

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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