Top Philadelphia, PA Financial Services Startups (18)
We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life. Disclosures: https://abacuswealth.com/social-media-guidelines/
Ballinger Group is a specialist FX broker providing flexible and innovative foreign exchange services to corporate and institutional clients globally. Headquartered in London, Ballinger Group was established by market leading professionals to provide tailored and competitive deliverable FX solutions for sophisticated clients underserved in the market. Ballinger Group’s senior management team has over 100 years of experience at the forefront...
Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally oriented team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex...
The trusted professionals at Montgomery Investment Technology, Inc. are industry leaders specializing in the valuation of options and derivative securities. We deliver software applications, valuation consulting services and training seminars. ASC 718 valuation services are provided for calculting the fair value of market condition awards including TSRs and Price Targets MITI provides financial tools leading to fair and independent financial reporting and...
FedChoice Federal Credit Union serves over 25,000 members, primarily federal civilian employees, their families, and household members, providing day-to-day financial needs, future prosperity, and retirement security. They offer a range of financial products including savings and checking accounts, credit cards, and various loans.
Centri Business Consulting is dedicated to providing the highest quality finance and accounting consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their strategic accounting and reporting demands. From complex technical accounting transactions to periodic financial reporting, our professionals can offer any organization specialized expertise and...
Reinvestment Fund is a national mission-driven financial institution that creates opportunity for underserved people and places through partnerships. We marshal the capital, analytics, and expertise necessary to build strong, healthy, and more equitable communities. Email: [email protected] For information on investing: Call 215.574.5819 or email [email protected]. For media inquiries: Call 215.574.5893.
Credit Genie takes a non-traditional approach to debt relief - we perform a holistic review of a consumer's financial situation to calculate the appropriate debt reduction. Lenders have more confidence in Credit Genie's evidence-based, data driven, debt relief solution which along with helping the borrower directly, also reduces the risk of a borrower's complete default, and vastly improves overall default...
Nth Round facilitates liquidity and enhances private company value by allowing shares to be traded 24/7.
myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $11.8 billion dollar of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans and Trusts. myCIO was formerly Ernst & Young’s Philadelphia Investment Advisory Practice. myCIO Wealth Partners was formed as the result of Ernst & Young’s decision to exit...
Glenmede Investment Management LP (“GIM”) is an independently-owned, boutique asset management company offering actively- managed equity, liquid alternative, fixed income and ESG investing strategies. As highly-skilled active investment advisors, we serve a global client base of institutions, consultants, and advisors in helping them meet their investment goals. Through collaborative teams and a commitment to a consistent decision-making process, our offerings...
The Pennsylvania Institute of Certified Public Accountants (PICPA) is the premier statewide resource for top-class continuing professional education programs, professional networking, business-friendly advocacy, thought leadership, and a full range of services for accounting professionals. PICPA’s programs and services are a springboard for growing camaraderie, confidence, and commitment in the world of accounting. Visit our Web site for: Pennsylvania CPA CPE requirements How...
Most people spend years searching for the right certified public accountant. Fortunately, you have found us. Explore our site and learn how MJC can help enhance your financial success. Our areas of expertise include Accounting & Assurance Services, Tax Services & Business Consulting Service. If you are a potential client, let us show you what our existing clients already know: how...
Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans. Clark Capital Management Group strives to deliver premium investment solutions, innovative strategies and techniques and superior service to successful financial advisors and their clients. We believe this allows advisors to focus on their most valuable...
Experience Life-Minded Wealth® with Wescott At Wescott Financial Advisory, we take you beyond wealth management to achieve Life-Minded Wealth®. This personalized approach aligns your financial decisions with your life objectives, aspirations, and values . . . bringing more meaning to your assets than a narrow set of financial metrics. Wescott gives you... – A holistic wealth management team, including estate,...
Passthrough automates the subscription process for private funds. We make it easy to distribute subscription agreements to investors and have them executed electronically. We save everyone time by adding logic to investor questionnaires so investors are only asked the questions that are relevant to them. We require form completion, so investors can only submit completed subscription agreements. Passthrough supports any...
Fidem Financial is a team of industry experts with over 250 years collective experience in all aspects of credit card and consumer lending, including product design, underwriting, pricing, marketing, portfolio acquisitions, and management. We purchase existing assets in consumer finance across product categories such as credit card receivables and other consumer loans as well as funding and running new channels that...
Exos has built a next-gen platform for B2B institutional finance. A platform designed to deliver all the services of a traditional investment bank, reimagined and tailored to a modern digital world, all integrated into a powerful, modern technology platform driven by data and data science. While technology has transformed most industries, including aspects of retail financial services in many parts...
