Finance and Insurance
Most active lenders
1Live Oak Banking Company$1.3B approved · $830K average1,528loans2The Huntington National Bank$103.2M approved · $201K average513loans3U.S. Bank, National Association$151.5M approved · $329K average461loans4BayFirst National Bank$71.8M approved · $171K average421loans5Byline Bank$372.9M approved · $921K average405loans
Ranked by loans written into this sector since FY2016.
Approvals by fiscal year
Hatched bar is FY2026, a partial year. The snapshot ends 30 June 2026.
1,158 loans in FY2025▲ 12% vs FY20245,758 loans since FY2021
Industries in Finance and Insurance
32 profiledInsurance Agencies and BrokeragesNAICS 524210 · 1,142 lenders13,976$4.3B$310K2.0%10.50%Investment AdviceNAICS 523930 · 410 lenders3,869$1.6B$405K1.6%—Mortgage and Nonmortgage Loan BrokersNAICS 522310 · 325 lenders2,548$517.9M$203K18.4%11.00%Portfolio Management and Investment AdviceNAICS 523940 · 148 lenders616$319.6M$519K0.1%10.00%Portfolio ManagementNAICS 523920 · 160 lenders547$201.8M$369K2.0%—Financial Transactions Processing, Reserve, and Clearinghouse ActivitiesNAICS 522320 · 145 lenders341$172.6M$506K2.1%10.25%Miscellaneous Financial Investment ActivitiesNAICS 523999 · 195 lenders514$158.9M$309K1.8%10.25%Securities BrokerageNAICS 523120 · 131 lenders289$137.4M$475K1.5%—All Other Insurance Related ActivitiesNAICS 524298 · 171 lenders623$124.0M$199K6.7%10.75%Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension FundsNAICS 524292 · 115 lenders230$104.6M$455K3.4%—Claims AdjustingNAICS 524291 · 124 lenders366$96.6M$264K2.9%10.50%Real Estate CreditNAICS 522292 · 102 lenders264$93.2M$353K13.1%—Miscellaneous IntermediationNAICS 523910 · 73 lenders183$81.9M$448K1.4%10.38%All Other Nondepository Credit IntermediationNAICS 522298 · 117 lenders268$75.8M$283K2.5%—Other Activities Related to Credit IntermediationNAICS 522390 · 99 lenders258$66.3M$257K11.7%—Trusts, Estates, and Agency AccountsNAICS 525920 · 28 lenders58$51.4M$886K0.0%—Other Financial VehiclesNAICS 525990 · 56 lenders106$49.4M$466K2.3%—Direct Property and Casualty Insurance CarriersNAICS 524126 · 120 lenders288$45.4M$158K4.5%—Investment Banking and Securities DealingNAICS 523110 · 60 lenders124$42.0M$338K4.6%—Direct Title Insurance CarriersNAICS 524127 · 65 lenders167$30.2M$181K14.3%—Trust, Fiduciary, and Custody ActivitiesNAICS 523991 · 39 lenders66$29.2M$442K1.0%—Direct Health and Medical Insurance CarriersNAICS 524114 · 57 lenders134$28.0M$209K1.6%—Commodity Contracts BrokerageNAICS 523140 · 37 lenders74$23.5M$318K1.3%—Sales FinancingNAICS 522220 · 41 lenders82$20.4M$249K6.0%—Other Direct Insurance (except Life, Health, and Medical) CarriersNAICS 524128 · 59 lenders334$19.5M$59K7.3%—Investment Banking and Securities IntermediationNAICS 523150 · 22 lenders31$19.0M$612K0.0%—Direct Life Insurance CarriersNAICS 524113 · 54 lenders146$14.9M$102K6.8%—International Trade FinancingNAICS 522293 · 27 lenders63$13.7M$217K29.5%—Securities and Commodity ExchangesNAICS 523210 · 17 lenders27$11.2M$415K2.2%—Real Estate Investment TrustsNAICS 525930 · 26 lenders55$10.0M$181K2.8%—Consumer LendingNAICS 522291 · 22 lenders33$9.4M$284K3.1%—Commodity Contracts DealingNAICS 523130 · 21 lenders33$8.7M$262K15.9%—
This sector spans 47 NAICS codes in total. The 15 not listed each have fewer than 25 loans, which is too few for a loss rate to mean anything, so they are counted in the sector totals but not profiled on their own. Median rate is the initial rate on 7(a) loans approved FY2024 onward. It is left blank below 20 such loans, because these rates cluster on round numbers and a median off a handful reads as precise when it is not — and blank for any industry that borrows only on 504, which reports no interest rate at all.