{"ok":true,"canonical_url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/new-york","api_url":"https://dealroom.so/api/public/industries/miscellaneous-financial-investment-activities?state=new-york","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-16","timezone":"America/Chicago"},"methodology":{"label":"Industry risk & acquisition-data methodology","url":"https://dealroom.so/methodology/industry-risk"},"source_summary":["Public SBA 7(a) loan records","FDIC institution data","DealRoom lender and franchise enrichment"],"industry":{"name":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities","naics2":"52","business_count":139,"total_gross":92516900,"typical_financing":665589,"top_states":[{"state":"CA","state_name":"California","count":12,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/california"},{"state":"FL","state_name":"Florida","count":11,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/florida"},{"state":"NY","state_name":"New York","count":11,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/new-york"},{"state":"TX","state_name":"Texas","count":11,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/texas"},{"state":"UT","state_name":"Utah","count":8,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/utah"},{"state":"MN","state_name":"Minnesota","count":7,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/minnesota"},{"state":"CO","state_name":"Colorado","count":6,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/colorado"},{"state":"IN","state_name":"Indiana","count":5,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/indiana"},{"state":"MI","state_name":"Michigan","count":5,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/michigan"},{"state":"MO","state_name":"Missouri","count":5,"url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/missouri"}],"state_scope":{"state":"NY","state_name":"New York","returned":11,"complete":true,"businesses":[{"name":"Landmark Ventures USA Inc.","city":"New York","state":"NY","loan_count":5,"total_gross":6686000,"url":"https://dealroom.so/businesses/landmark-ventures-usa-inc-ny"},{"name":"ELITE WEALTH MANAGERS, LLC","city":"Brooklyn","state":"NY","loan_count":1,"total_gross":1721000,"url":"https://dealroom.so/businesses/elite-wealth-managers-llc-ny"},{"name":"Black Diamond Custom Wealth Management Inc.","city":"Hamburg","state":"NY","loan_count":1,"total_gross":855000,"url":"https://dealroom.so/businesses/black-diamond-custom-wealth-management-inc-ny"},{"name":"Clearpath FP Consulting LLC","city":"Poughkeepsie","state":"NY","loan_count":1,"total_gross":660000,"url":"https://dealroom.so/businesses/clearpath-fp-consulting-llc-ny"},{"name":"Marco Polo  X LLC","city":"New York","state":"NY","loan_count":1,"total_gross":350000,"url":"https://dealroom.so/businesses/marco-polo-x-llc-ny"},{"name":"Nathan Wegman","city":"Webster","state":"NY","loan_count":1,"total_gross":340000,"url":"https://dealroom.so/businesses/nathan-wegman-ny"},{"name":"Concepts in Planning Inc.","city":"Mount Kisco","state":"NY","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/concepts-in-planning-inc-ny"},{"name":"RIVENT PARTNERS INC.","city":"Rochester","state":"NY","loan_count":1,"total_gross":125000,"url":"https://dealroom.so/businesses/rivent-partners-inc-ny"},{"name":"DJCOS ADVISORS LLC","city":"Staten Island","state":"NY","loan_count":1,"total_gross":99000,"url":"https://dealroom.so/businesses/djcos-advisors-llc-ny"},{"name":"Continental Advisory Services, LLC","city":"Southampton","state":"NY","loan_count":1,"total_gross":40000,"url":"https://dealroom.so/businesses/continental-advisory-services-llc-ny"},{"name":"Mountain View Financial Inc.","city":"Valley Cottage","state":"NY","loan_count":1,"total_gross":25000,"url":"https://dealroom.so/businesses/mountain-view-financial-inc-ny"}]}},"caveats":["Informational only — figures are historical public SBA 7(a) loan records, not a current offer or loan approval.","Business locations are ZIP-area centroids; state scoping uses the project address on the public record."],"citation":{"label":"DealRoom industry SBA intelligence","url":"https://dealroom.so/intelligence/miscellaneous-financial-investment-activities/new-york","source_type":"DealRoom Data"}}