Skip to main content

NAICS 5243 · 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.

37 companies
48.9 avg score
20 states
34 cities
$10.1M median savings
340 median employees

AI Adoption Score Distribution · 37 companies scored

0
Grade A
80 – 100
0
Grade B
72 – 79
0
Grade C
64 – 71
37
Grade D
< 64

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

Top Miscellaneous Financial Investment Activities companies by AI adoption score

#1BECUSeattle, WashingtonD55/100#2FCG AdvisorsLeawood, KansasD55/100#3Maverick GamingWendover, UtahD55/100#4OneDigitalClayton, MissouriD55/100#5Residential Mortgage ServicesSan Diego, CaliforniaD55/100#6Sandy Spring BankRichmond, VirginiaD55/100#7TDECUSan Antonio, TexasD55/100#8WesBancoWheeling, West VirginiaD55/100#9WFG National TitleVancouver, WashingtonD55/100#10Wilson AlbersDeerfield, IllinoisD55/100#11Bangor Savings BankBangor, MaineD50/100#12Erie BankErie, PennsylvaniaD50/100#13Future StandardPhiladelphia, PennsylvaniaD50/100#14HaysMinneapolis, MinnesotaD50/100#15KfcuBiloxi, MississippiD50/100#16MB Financial Bank MortgageDayton, OhioD50/100#17Southern Trust MortgageVirginia Beach, VirginiaD50/100#18Summit Funding Inc.Sacramento, CaliforniaD50/100#19X $4craft } $c #x /cia $d 10hoampa } $ .x } $C Chicago, IllinoisD50/100#20AAFMAAArlington, VirginiaD45/100#21Armstrong BankSand Springs, OklahomaD45/100#22Christensen GroupEden Prairie, MinnesotaD45/100#23Community Choice Credit UnionRochester Hills, MichiganD45/100#24EECUFort Worth, TexasD45/100#25GreylockPittsfield, MassachusettsD45/100#26Hartford FundsPhiladelphia, PennsylvaniaD45/100#27MazumaOverland Park, KansasD45/100#28New England Federal Credit UnionMiddletown, ConnecticutD45/100#29Republic BankChicago, IllinoisD45/100#30] **无需阡 ů$rows ** ****'Aberdeen, South DakotaD45/100#31SeibertKeck Insurance AgencyAkron, OhioD45/100#32SquaxinElma, WashingtonD45/100#33The Colony GroupLos Angeles, CaliforniaD45/100#34Top Flite FinancialWilliamston, North CarolinaD45/100#35True CapitalChicago, IllinoisD45/100#36We Insure GroupHillsboro, KansasD45/100#37Wyndham Capital MortgageCottonwood Heights, UtahD45/100

Top cities for Miscellaneous Financial Investment Activities

Chicago, Illinois
3 companies · avg 46.7
Philadelphia, Pennsylvania
2 companies · avg 47.5

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.

← Back to Finance & Insurance