Top Pennsylvania Financial Services Startups (44)
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,...
Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. Our approach requires gaining a deep understanding of not only your...
Ben Franklin Technology Partners/CNP, an initiative of the Pennsylvania Department of Community and Economic Development and funded by the Ben Franklin Technology Development Authority, provides investment capital, operational assistance, and entrepreneurial support to emerging tech-based companies and small, existing manufacturers for the purpose of creating and retaining jobs in the 32 counties of central and northern Pennsylvania.
We treat our customers like the hard-working people they are, not account numbers. We go out of our way to find new opportunities and innovative solutions for our customers to make the most of their money. And we are invested in the neighborhoods we serve which is a rewarding way to operate — for us and our customers. We have been...
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...
Stevens Capital Management LP (“SCM”) is a quantitative hedge fund manager specializing in the rigorous development and disciplined implementation of empirically based trading strategies. We employ a variety of statistical methods and techniques using our robust technology and data infrastructure. We operate a 24 hour low-latency global operation trading liquid futures contracts, currencies and equities, using automated proprietary execution algorithms....
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...
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/
Our mission is to help more Americans and business owners achieve their version of the Good Life. We do that by serving independent advisors, helping them stay focused on their priorities and goals by making it easy for them to focus on their clients. Good Life offers a comprehensive platform of services and solutions that empower independent financial advisors throughout...
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...
Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan for the transition of their business. We provide the most accurate and comprehensive valuation services, turnkey acquisition support, assistance with contingency plans, and personalized succession/exit strategies to clients across the country. We are a young...
At Victorian Finance, our experienced professional loan officers have the knowledge to understand that everyone's home buying situation is unique, but their dream is the same. You will receive your own comprehensive competitive financing solution to make that dream of home ownership a reality! We will walk you through the home buying mortgage journey, simply and honestly to get you...
Honeycomb Credit is building communities, one small business at a time. Our website allows great local businesses to borrow expansion loans from their own loyal customers. Businesses get access to fair credit, while investors can now invest locally while supporting their favorite small businesses. If you are looking to grow your business or if you want to put your hard-earned money to...
Constellation Payments is a leading global gateway and merchant services provider with special expertise in software integration and recurring transactions. Founded in 2012, the company has quickly become a trusted payment technology and support partner to point of sale (POS) software providers representing a wide variety of verticals – including government entities, municipalities, moving and storage, club management, attractions, fitness,...
Lally & Co. is a CPA and business advisory firm specializing in simplifying and solving complex tax, accounting, and business issues. From our offices in Pittsburgh, Pennsylvania, we serve privately-held businesses and affluent families throughout the nation. We apply customized tools and resources to meet the needs of each client and provide them with complete confidence and peace of mind....
We're unlocking next-generation, customer-centric banking operations through the industry’s first and only Digital Delivery Platform. Leveraging unmatched banking expertise combined with API-first technology, Savana removes the complexities that arise during digital transformation or in creating and launching a new bank.
We make complex, simple. For more than two decades, JBS Dev has been a trusted technology partner for high-growth startups to multi-billion-dollar enterprises across a variety of industries. From modernizing existing systems, building new enterprise applications, digitalizing processes, and developing innovative mobile applications, we can support existing in-house teams or be the entire team to take a vision to reality....
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...
Fort Pitt Capital Group is an independent, fee-only investment management firm that provides solutions-based portfolio management and consulting. We manage these two aspects of our business separately – a characteristic that sets us apart from our peers. We prefer that our financial advisors focus on our clients’ needs so our investment managers can devote themselves entirely to implementation of our...
