AI agents in Finance Services
18 companies in SIC 6199 (Finance Services) have AI-agent language in SEC filings since 2025-01-01; 5 have at least one model-judged first-party deployment.
| Company | Stage | Functions | Mkt cap | Filings | Latest |
|---|---|---|---|---|---|
| Bakkt Holdings, Inc.BKKT | Scaling | IT & security ops, Legal & compliance, Software development | $255M | 6 | 2026-08-10 |
| ProCap Financial, Inc.BRR | Scaling | Legal & compliance, Sales & marketing | $360M | 4 | 2026-08-13 |
| Coinbase Global, Inc.COIN | Scaling | — | $46.9B | 1 | 2026-05-07 |
| Circle Internet Group, Inc.CRCL | Deployed | Customer service, IT & security ops, Legal & compliance, Software development | $21.3B | 8 | 2026-08-05 |
| Upstart Holdings, Inc.UPST | Deployed | Customer service, IT & security ops, Legal & compliance | $2.3B | 4 | 2026-08-05 |
| AMERICAN EXPRESS COAXP | Exploring / planning | Customer service, IT & security ops, Legal & compliance, Sales & marketing | $212.5B | 1 | 2026-02-06 |
| Strategy IncMSTR | Exploring / planning | — | $58.2B | 1 | 2026-02-19 |
| BITMINE IMMERSION TECHNOLOGIES, INC.BMNR | Exploring / planning | IT & security ops | $13.4B | 26 | 2026-10-07 |
| Tron Inc.TRON | Exploring / planning | — | $524M | 1 | 2026-08-13 |
| DeFi Development Corp.DFDV | Exploring / planning | IT & security ops, Sales & marketing | $127M | 4 | 2026-09-28 |
| SUI Group Holdings Ltd.SUIG | Exploring / planning | HR & recruiting, IT & security ops, Legal & compliance | $105M | 2 | 2026-08-06 |
| Chime Financial, Inc.CHYM | Mentions only | Finance & accounting, Software development | $11.3B | 3 | 2026-08-06 |
| HIVE Digital Technologies Ltd.HIVE | Mentions only | IT & security ops | $566M | 1 | 2026-05-19 |
| TON Strategy CoTONX | Mentions only | IT & security ops, Software development | $151M | 2 | 2026-08-11 |
| UPEXI, INC.UPXI | Mentions only | IT & security ops, Software development | $80M | 19 | 2026-09-17 |
| Netcapital Inc.NCPL | Mentions only | IT & security ops, Sales & marketing | $17M | 1 | 2026-05-28 |
| Marvion Inc.MVNC | Mentions only | — | $1M | 1 | 2025-04-25 |
| MEDALLION FINANCIAL CORPMFIN | Risk factors only | IT & security ops, Legal & compliance | $257M | 1 | 2026-03-10 |