NAICS 525990 · Finance & Insurance
SBA loans for other financial vehicles
63 SBA loans worth $44.5M have been approved in this industry since FY2010 - the #798 most-financed NAICS code in the country.
Median loan
$287,000
+59% vs all industries
Typical range
$50K-$1.9M
Middle 80%
Median rate
5.88%
7(a) initial note rate
Median term
10 yr
Charge-off rate
6.7%
vs 7.6% all industries
Source: U.S. Small Business Administration, SBA 7(a) and 504 FOIA data, as of 2026-06-30. Approvals from FY2010 onward. How we calculate this.
Lenders
Most active in this industry
| Lender | Loans | Approved | Share |
|---|---|---|---|
| CDC Small Business Finance Corp. | 3 | $7.1M | |
| Mountain West Small Business Finance | 1 | $4.1M | |
| BankVista | 2 | $4.1M | |
| Wells Fargo Bank | 1 | $3.7M | |
| Peapack Private Bank and Trust | 2 | $3.3M | |
| Live Oak Banking Company | 2 | $2.6M | |
| Mortgage Capital Development Corporation | 2 | $2.4M | |
| Choice Financial Group | 3 | $1.9M | |
| TD Bank | 2 | $1.8M | |
| Grasshopper Bank | 1 | $1.4M |
Geography
Where these loans were made
| State | Loans | Share |
|---|---|---|
| California | 12 | |
| Florida | 8 | |
| Minnesota | 5 | |
| New Jersey | 4 | |
| Arizona | 3 | |
| Utah | 3 | |
| Connecticut | 3 | |
| New York | 3 |
Approvals by fiscal year
’10
’11
’12
’13
’14
’15
’16
’17
’18
’19
’20
’21
’22
’23
’24
’25
’26
Loan count. Final bar is a partial fiscal year.
Loan sizes
- Under $50K6%
- $50K - $150K22%
- $150K - $350K29%
- $350K - $1M24%
- $1M - $2M10%
- Over $2M10%
Nearby
Other finance & insurance industries
Insurance Agencies and Brokerages10,623 · $171,000Investment Advice2,974 · $264,500Portfolio Management and Investment Advice737 · $250,000Mortgage and Nonmortgage Loan Brokers493 · $182,000Miscellaneous Financial Investment Activities411 · $187,500All Other Insurance Related Activities401 · $100,000Portfolio Management392 · $225,500Financial Transactions Processing, Reserve, and Clearinghouse Activities280 · $250,000
Common questions
- How much do SBA lenders typically lend to a other financial vehicles business?
- The median SBA approval in NAICS 525990 is $287,000, with the middle 80% of loans between $50,000 and $1,905,000. Across all industries the median is $180,000.
- Which lenders are most active in other financial vehicles?
- By dollars approved: CDC Small Business Finance Corp., Mountain West Small Business Finance, BankVista, Wells Fargo Bank, Peapack Private Bank and Trust. A lender's experience in your NAICS code matters - underwriters who have seen a hundred deals like yours ask better questions and move faster.
- Is other financial vehicles considered a risky industry by SBA lenders?
- Of FY2010-FY2019 approvals in this industry that have reached a terminal status, 6.7% were charged off, versus 7.6% across all SBA lending. That is close to average.
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