NAICS 5239 · Page 5 of 34

Miscellaneous Financial Investment Activities — Companies (page 5)

Miscellaneous Financial Investment Activities companies (rank 401–500)

#401ClearsteadCleveland, OhioB72/100 #402CMGNew York, New YorkB72/100 #403Community TaxJacksonville, FloridaB72/100 #404Credit Union National AssociationMadison, WisconsinB72/100 #405Curi CapitalChicago, IllinoisB72/100 #406Diameter Capital Partners LPNew York, New YorkB72/100 #407Directions Credit UnionToledo, OhioB72/100 #408Diversified ConsultantsJacksonville, FloridaB72/100 #409Enduring PlanetWashington, District Of ColumbiaB72/100 #410EnTrust GlobalNew York, New YorkB72/100 #411Essex BankHenrico, VirginiaB72/100 #412Exbo GroupNew York, New YorkB72/100 #413financial enginessunnyvale, CaliforniaC72/100 #414FinanzdienstleisterB72/100 #415FINTRXCambridge, MassachusettsB72/100 #416First Citizens BankMason City, IowaB72/100 #417fortress investment groupnew york, New YorkC72/100 #418FoundryRochester, New YorkB72/100 #419Freestone Capital ManagementSeattle, WashingtonB72/100 #420fund itfairfield, New JerseyC72/100 #421G2 Risk SolutionsHillsborough, CaliforniaB72/100 #422Galatea AssociatesSomerville, MassachusettsB72/100 #423GTreasuryBuffalo Grove, IllinoisB72/100 #424GuideStone Financial ResourcesDallas, TexasB72/100 #425hanhai investment, inc.burlingame, CaliforniaC72/100 #426HD Vest Financial ServicesIrving, TexasB72/100 #427iconiqsan francisco, CaliforniaC72/100 #428IEQ CapitalSan Francisco, CaliforniaB72/100 #429iLendingCentennial, ColoradoB72/100 #430Incenter Lender ServicesFort Washington, PennsylvaniaB72/100 #431Independent Capital ManagementCosta Mesa, CaliforniaB72/100 #432IntelicaMiami, FloridaB72/100 #433July Business ServicesWaco, TexasB72/100 #434kkrnew york, New YorkC72/100 #435Larson FinancialSt. Louis, MissouriB72/100 #436Legends BankClarksville, TennesseeB72/100 #437Lido AdvisorsLos Angeles, CaliforniaB72/100 #438LiftFundSan Antonio, TexasB72/100 #439M3New York, New YorkB72/100 #440Madison ResourcesPortsmouth, New HampshireB72/100 #441MAP RetirementAppleton, WisconsinB72/100 #442MayataxHouston, TexasB72/100 #443mio partners, inc.new york, New YorkC72/100 #444MoneySolverJacksonville, FloridaB72/100 #445Mpire Financial Group LLC NMLS#2108504Maitland, FloridaB72/100 #446myCUmortgageBeavercreek, OhioB72/100 #447myrepchatminneapolis, MinnesotaC72/100 #448NBC SecuritiesBirmingham, AlabamaB72/100 #449NewtekOne (NASDAQBoca Raton, FloridaB72/100 #450nitrogenauburn, CaliforniaC72/100 #451north coast venturescleveland, OhioC72/100 #452OpenArc Corporate AdvisoryAtlanta, GeorgiaB72/100 #453Orchard GlobalHouston, TexasB72/100 #454Oxford Financial GroupCarmel, IndianaB72/100 #455ParoChicago, IllinoisB72/100 #456PaymasterBoynton Beach, FloridaB72/100 #457PB&T BankPueblo, ColoradoB72/100 #458PrivoCorpAustin, TexasB72/100 #459Propeller IndustriesNew York, New YorkB72/100 #460QatalystSan Francisco, CaliforniaB72/100 #461Quantum Capital GroupHouston, TexasB72/100 #462RGS FinancialRichardson, TexasB72/100 #463RightCapitalShelton, ConnecticutB72/100 #464Robertson StephensSan Francisco, CaliforniaB72/100 #465RockbridgeColumbus, OhioB72/100 #466Rothschild WealthChicago, IllinoisB72/100 #467SaphyreHoboken, New JerseyB72/100 #468silicWyomingC72/100 #469Slavic401kBoca Raton, FloridaB72/100 #470SmartlandMiami, FloridaB72/100 #471sow your moneymiami, FloridaC72/100 #472StreamlineWarrenville, IllinoisB72/100 #473st ventures groupnew york, New YorkC72/100 #474Summit Trail AdvisorsNew York, New YorkB72/100 #475TASCMadison, WisconsinB72/100 #476TD Ameritrade InstitutionalJersey City, New JerseyB72/100 #477The Benchmark Company a subsidiary of StoneX GroupNew York, New YorkB72/100 #478The Forge CompaniesAtlanta, GeorgiaB72/100 #479The Impact PartnershipMarietta, GeorgiaB72/100 #480tribeca digital assets / tdamadison, WisconsinC72/100 #481United Bank of MichiganGrand Rapids, MichiganB72/100 #482VWi Vengroff WilliamsSarasota, FloridaB72/100 #483Wall Street OasisSaratoga, CaliforniaB72/100 #484WolfePittsburgh, PennsylvaniaB72/100 #4854Pines Fund ServicesStamford, ConnecticutB71/100 #486Advance Financialnashville, TennesseeC71/100 #487AdvisorNet FinancialMinnetonka, MinnesotaB71/100 #488AieraNew York, New YorkB71/100 #489American Retirement AssociationArlington, VirginiaB71/100 #490Annex Wealth ManagementBrookfield, WisconsinB71/100 #491Apella WealthWest Hartford, ConnecticutB71/100 #492Arete WealthChicago, IllinoisB71/100 #493ARF FinancialBeverly Hills, CaliforniaB71/100 #494AshFort Wayne, IndianaB71/100 #495Auditec SolutionsGilbert, ArizonaB71/100 #496AXYSHuntsville, AlabamaB71/100 #497BAFSMonroe, LouisianaB71/100 #498BAFTWashington, District Of ColumbiaB71/100 #499Banorte Wealth ManagementHouston, TexasB71/100 #500BDT & MSDChicago, IllinoisB71/100

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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