Data / Public companies / Finance services
Finance services (SIC 6199): 147 companies that file annual reports with the SEC
147 companies that file annual reports with the SEC have the industry code SIC 6199 (Finance services), in the data filed through September 30, 2026. 103 report revenue, a combined $135.31 billion, with a median of $79.2 million. 30.6% of the 121 that report net income show a profit. The largest by revenue is American Express Co ($72.23 billion).
SpecStream is the live web data engine for teams and agents. It reads the annual reports that companies file with the SEC, and this page is that reading. Ask for the companies of an industry, state or city with their website, number of employees and funding added from the web, and each new annual report arrives in your sheet, CRM, Slack or agent as the SEC posts it.
- SIC code
- 6199
- SEC industry title
- Finance Services
- Division
- Finance, insurance and real estate
- Companies with an annual report in the data
- 147
- Companies that report revenue
- 103
- Combined revenue
- $135.31 billion
- Median revenue
- $79.2 million
- Reported a net profit
- 37 of 121 (30.6%)
- Combined total assets
- $952.85 billion
- Large accelerated filers
- 25
- Newest annual report filed
- September 24, 2026
Largest by revenue
Latest fiscal year, from each company's annual report. Each name links to the company's page.
| Company | Business address | Revenue | Net income | Total assets | Revenue change |
|---|---|---|---|---|---|
| American Express Co | New York, NY | $72.23 billion | $10.83 billion | $300.05 billion | 9.5% |
| General Motors Financial Company, Inc. | Fort Worth, TX | $17.06 billion | $2.06 billion | $140.48 billion | 7.5% |
| Coinbase Global, Inc. | New York, NY | $7.18 billion | $1.26 billion | $29.67 billion | 9.4% |
| Sofi Technologies, Inc. | San Francisco, CA | $3.61 billion | $481.3 million | $50.66 billion | 35.1% |
| Circle Internet Group, Inc. | New York, NY | $2.75 billion | $-69,508,000 | $78.71 billion | 63.9% |
| Qfin Holdings, Inc. | Pudong New Area, Shanghai | $2.75 billion | $854.5 million | $8.14 billion | Not listed |
| Bakkt, Inc. | New York, NY | $2.34 billion | $-107,212,000 | $162.8 million | -32.1% |
| Chime Financial, Inc. | San Francisco, CA | $2.19 billion | $-1,009,936,000 | $1.96 billion | 30.7% |
| Green Dot Corp | Provo, UT | $2.08 billion | $-98,866,000 | $5.99 billion | 20.7% |
| Lexinfintech Holdings LTD. | Shenzhen | $1.88 billion | $239.8 million | $3.31 billion | Not listed |
| Pagaya Technologies LTD. | New York, NY | $1.30 billion | $81.4 million | $1.55 billion | 26.1% |
| Walker & Dunlop, Inc. | Bethesda, MD | $1.23 billion | $56.2 million | $5.06 billion | 9% |
| Loandepot, Inc. | Irvine, CA | $1.19 billion | $-62,646,000 | $6.86 billion | 12.2% |
| X Financial | Shenzhen, China | $1.09 billion | $209.4 million | $2.10 billion | Not listed |
| Upstart Holdings, Inc. | San Mateo, CA | $1.04 billion | $53.6 million | $2.97 billion | 64% |
| Oportun Financial Corp | San Mateo, CA | $956.7 million | $25.2 million | $3.26 billion | -4.5% |
| Mara Holdings, Inc. | Hallandale Beach, FL | $907.1 million | $-1,311,480,000 | $7.29 billion | 38.2% |
| Jiayin Group Inc. | Shanghai | $889.8 million | $219.6 million | $1.25 billion | Not listed |
| Yiren Digital LTD. | Beijing | $817.8 million | $7.8 million | $1.92 billion | Not listed |
| Cleanspark, Inc. | Henderson, NV | $766.3 million | $364.5 million | $3.18 billion | 102.2% |
| Perella Weinberg Partners | New York, NY | $750.9 million | $35.5 million | $797.6 million | -14.5% |
| Iren LTD | Sydney | $707 million | $-702,621,000 | $15.79 billion | 41.1% |
| Riot Platforms, Inc. | Castle Rock, CO | $647.4 million | $-663,181,000 | $3.94 billion | 71.9% |
| Bitcoin Depot Inc. | Atlanta, GA | $614.9 million | $-6,182,000 | $130.6 million | 7.2% |
| Dave Inc. | Los Angeles, CA | $554.2 million | $195.9 million | $487.4 million | 59.7% |
Largest by total assets
| Company | Business address | Revenue | Net income | Total assets |
|---|---|---|---|---|
| American Express Co | New York, NY | $72.23 billion | $10.83 billion | $300.05 billion |
| General Motors Financial Company, Inc. | Fort Worth, TX | $17.06 billion | $2.06 billion | $140.48 billion |
| Synchrony Financial | Stamford, CT | Not listed | $3.55 billion | $119.10 billion |
| Circle Internet Group, Inc. | New York, NY | $2.75 billion | $-69,508,000 | $78.71 billion |
| Strategy Inc | Tysons Corner, VA | $477.2 million | $-3,848,152,000 | $61.64 billion |
| Sofi Technologies, Inc. | San Francisco, CA | $3.61 billion | $481.3 million | $50.66 billion |
| Coinbase Global, Inc. | New York, NY | $7.18 billion | $1.26 billion | $29.67 billion |
| Iren LTD | Sydney | $707 million | $-702,621,000 | $15.79 billion |
| KKR Private Equity Conglomerate LLC | New York, NY | Not listed | $1.04 billion | $10.02 billion |
| Bitmine Immersion Technologies, Inc. | Las Vegas, NV | $6.1 million | $348.6 million | $8.80 billion |
| Qfin Holdings, Inc. | Pudong New Area, Shanghai | $2.75 billion | $854.5 million | $8.14 billion |
| Velocity Financial, Inc. | Westlake Village, CA | Not listed | $105.1 million | $7.38 billion |
| Mara Holdings, Inc. | Hallandale Beach, FL | $907.1 million | $-1,311,480,000 | $7.29 billion |
| Loandepot, Inc. | Irvine, CA | $1.19 billion | $-62,646,000 | $6.86 billion |
| Burford Capital LTD | ST Peter Port, Guernsey | $413.4 million | $62.6 million | $6.64 billion |
Companies by size of revenue
Companies that report revenue, by the revenue in their latest annual report.
| Revenue | Companies | Share |
|---|---|---|
| Under $10 million | 32 | 31.1% |
| $10 million to $100 million | 21 | 20.4% |
| $100 million to $1 billion | 35 | 34% |
| $1 billion to $10 billion | 13 | 12.6% |
| $10 billion and over | 2 | 1.9% |
States with the most companies
By state of the business address.
| State | Companies | Share | Combined revenue |
|---|---|---|---|
| New York | 25 | 17% | $87.94 billion |
| California | 16 | 10.9% | $10.26 billion |
| Florida | 15 | 10.2% | $1.67 billion |
| Texas | 5 | 3.4% | $17.06 billion |
| Nevada | 4 | 2.7% | $1.21 billion |
| Pennsylvania | 4 | 2.7% | $89.4 million |
| Colorado | 3 | 2% | $655.1 million |
| Connecticut | 3 | 2% | $11.2 million |
| New Jersey | 3 | 2% | $59.8 million |
| Utah | 3 | 2% | $2.43 billion |
| Illinois | 2 | 1.4% | $381.6 million |
| Massachusetts | 2 | 1.4% | $869,460 |
| Maryland | 2 | 1.4% | $1.40 billion |
| North Carolina | 2 | 1.4% | $2.5 million |
| Nebraska | 2 | 1.4% | $206.9 million |
Newest annual reports
By the date the company filed its latest annual report with the SEC.
| Company | Filed | Fiscal year ended | Form | Revenue |
|---|---|---|---|---|
| Atlasclear Holdings, Inc. | September 24, 2026 | June 30, 2026 | 10-K | $20.1 million |
| Sangrix Inc. | September 18, 2026 | June 30, 2026 | 20-F | Not listed |
| Marygold Companies, Inc. | September 18, 2026 | June 30, 2026 | 10-K | $25.3 million |
| Upexi, Inc. | September 17, 2026 | June 30, 2026 | 10-K | $25 million |
| Blue Chip Capital Group Inc. | September 4, 2026 | May 31, 2026 | 10-K | Not listed |
| Hyperliquid Strategies Inc | August 27, 2026 | June 30, 2026 | 10-K | $9.5 million |
| Iren LTD | August 27, 2026 | June 30, 2026 | 10-K | $707 million |
| Global-Smart.tech Inc. | August 13, 2026 | May 31, 2026 | 10-K | $79,156 |
| Metalpha Technology Holding LTD | August 6, 2026 | March 31, 2026 | 20-F | Not listed |
| Grande Group LTD | July 31, 2026 | March 31, 2026 | 20-F | $1.8 million |
| Beneficient | June 30, 2026 | March 31, 2026 | 10-K | $-39,125,000 |
| Bluemount Holdings LTD | June 29, 2026 | March 31, 2026 | 20-F | Not listed |
Filer category
The SEC's size class for the company when it filed.
| Category | Companies | Share |
|---|---|---|
| Non-accelerated filer | 95 | 64.6% |
| Large accelerated filer | 25 | 17% |
| Accelerated filer | 24 | 16.3% |
Updated September 30, 2026. Read from SEC Financial Statement Data Sets (sec.gov). Public data from the US Securities and Exchange Commission. Companies are the registrants whose latest annual report (form 10-K, 20-F or 40-F) is in the SEC Financial Statement Data Sets for 2025 Q3 to 2026 Q3, filed through September 30, 2026. Figures are for the whole fiscal year of that report, in US dollars, as the company filed them in XBRL: SpecStream does not adjust them. The SEC does not guarantee the data sets, and they do not replace the filings. Revenue is the revenue tag the company used; banks and funds often use none. Combined totals add each company once and can include a parent and its subsidiary that both file. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.