Financial services

Lending, advice, insurance and money movement. This is its own schema, version 2.

Baseline: Financial services v2
Builds on: Companies
Mapped on the schema: 1,153 of 3,599 placed here
Primitives: 57 in 8 parts
Last updated: 3 Nov 2026

The numbers for this industry

United States · 2023 · NAICS 52

Establishments: 469,382
Employees: 6,991,623
Annual payroll: $876.9B
Payroll per employee: $125,425

Establishments by number of employees

1-4286,974
5-998,704
10-1944,993
1000+826
20-4921,894
50-997,768
100-2495,108
250-4992,033
500-9991,082

Source: US Census Bureau, County Business Patterns 2023 (national file), employees as of mid-March 2023, payroll for the year; published 2025-06-26. Coded on NAICS 2017. Withheld cells read as not published.

What the registry holds here

Financial services and below · public parts only

With public findings: 3,599
Public parts: 8,813
Distinct sources: 6,286
Last change: 3 Nov 2026

Organizations by public parts

Counts of what public research has found and sourced, each part with its source on the organization’s profile. They say what is known, not how much of the industry exists.

Deepen this industry

Focused research on the organizations with the fewest mapped parts in financial services; what it finds is public for everyone.

SBS Bank1 part
Ukrsotsbank1 part
Raiffeisen-Volksbank Varel-Nordenham1 part
BTK Bank1 part
Axi1 part

Below itMonetary Authorities-Central Bank101 Lending1044 Investments & securities1497 Insurance Carriers and Related Activities225 Funds, Trusts, and Other Financial Vehicles Fintech companies49

Filter

29 parameters

Parameter	Primitive	Type	Unit	Companies	Median	Range
Net interest or fee margin	Rates, fees and spreadsPremium	Percent	%	Members	Members	—
Average fee on assets	Rates, fees and spreadsPremium	Number	basis points	Members	Members	—
Applications per month	OriginationPremium	Number	applications	Members	Members	—
Applications that fund or sign	OriginationPremium	Percent	%	Members	Members	—
Cost per funded loan or new client	OriginationPremium	Money	USD	Members	Members	—
Files with defects	Quality control and file review	Percent	%	0	—	—
Loan book or assets under management	Loan book and assets under management	Money	USD	0	—	—
Time to decision	UnderwritingPremium	Number	hours	Members	Members	—
Approval rate	UnderwritingPremium	Percent	%	Members	Members	—
Decisions made automatically	UnderwritingPremium	Percent	%	Members	Members	—
Cost to service an account	Servicing	Money	USD per year	0	—	—
Payments on time	Servicing	Percent	%	0	—	—
Return against benchmark	Portfolio managementPremium	Percent	%	Members	Members	—
Clients per adviser	Portfolio managementPremium	Number	clients	Members	Members	—
Reconciliation breaks per month	Custody and safekeeping	Number	breaks	0	—	—
Days to onboard a client	Client onboarding	Number	days	0	—	—
Clients retained per year	Client retention	Percent	%	0	—	—
Accounts 30 days or more past due	Collections and recoveries	Percent	%	0	—	—
Annual charge-off rate	Collections and recoveries	Percent	%	0	—	—
Cost of funds	Funding and liquidity	Percent	%	0	—	—
Revenue from commissions	Commissions and trails	Percent	%	0	—	—
Capital ratio	Capital and funding lines	Percent	%	0	—	—
Funding sources	Capital and funding lines	Number	sources	0	—	—
Expected loss	Credit and portfolio riskPremium	Percent	%	Members	Members	—
Book in the ten largest exposures	Credit and portfolio riskPremium	Percent	%	Members	Members	—
Alerts cleared within target	Identity checks and anti-money-laundering	Percent	%	0	—	—
Periodic client reviews on schedule	Identity checks and anti-money-laundering	Percent	%	0	—	—
Reports filed on time	Regulatory reporting	Percent	%	0	—	—
Open examination findings	Regulatory reporting	Number	findings	0	—	—

Median and range are shown once 3 or more companies on Financial services and below have published a number; each company counts once.

Filter

29 parameters

Parameter	Primitive	Type	Unit	Companies	Median	Range
Net interest or fee margin	Rates, fees and spreadsPremium	Percent	%	Members	Members	—
Average fee on assets	Rates, fees and spreadsPremium	Number	basis points	Members	Members	—
Applications per month	OriginationPremium	Number	applications	Members	Members	—
Applications that fund or sign	OriginationPremium	Percent	%	Members	Members	—
Cost per funded loan or new client	OriginationPremium	Money	USD	Members	Members	—
Files with defects	Quality control and file review	Percent	%	0	—	—
Loan book or assets under management	Loan book and assets under management	Money	USD	0	—	—
Time to decision	UnderwritingPremium	Number	hours	Members	Members	—
Approval rate	UnderwritingPremium	Percent	%	Members	Members	—
Decisions made automatically	UnderwritingPremium	Percent	%	Members	Members	—
Cost to service an account	Servicing	Money	USD per year	0	—	—
Payments on time	Servicing	Percent	%	0	—	—
Return against benchmark	Portfolio managementPremium	Percent	%	Members	Members	—
Clients per adviser	Portfolio managementPremium	Number	clients	Members	Members	—
Reconciliation breaks per month	Custody and safekeeping	Number	breaks	0	—	—
Days to onboard a client	Client onboarding	Number	days	0	—	—
Clients retained per year	Client retention	Percent	%	0	—	—
Accounts 30 days or more past due	Collections and recoveries	Percent	%	0	—	—
Annual charge-off rate	Collections and recoveries	Percent	%	0	—	—
Cost of funds	Funding and liquidity	Percent	%	0	—	—
Revenue from commissions	Commissions and trails	Percent	%	0	—	—
Capital ratio	Capital and funding lines	Percent	%	0	—	—
Funding sources	Capital and funding lines	Number	sources	0	—	—
Expected loss	Credit and portfolio riskPremium	Percent	%	Members	Members	—
Book in the ten largest exposures	Credit and portfolio riskPremium	Percent	%	Members	Members	—
Alerts cleared within target	Identity checks and anti-money-laundering	Percent	%	0	—	—
Periodic client reviews on schedule	Identity checks and anti-money-laundering	Percent	%	0	—	—
Reports filed on time	Regulatory reporting	Percent	%	0	—	—
Open examination findings	Regulatory reporting	Number	findings	0	—	—

Median and range are shown once 3 or more companies on Financial services and below have published a number; each company counts once.