Top Pennsylvania Financial Services Startups (44)
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...
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...
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....
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...
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/
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.
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 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...
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...
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.
Enterprise Bank was developed to act as Small Business Advisors, not as traditional lenders. As Advisors, we conduct our affairs with honesty, integrity and strict attention to the business needs of each corporate client. We deliver products and services essential for each small business’ growth and survival. Enterprise Bank is not only one of the region’s top SBA lenders, but the...
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...
Donnelly-Boland and Associates, a Certified Woman-owned Business Enterprise, is a CPA and consulting firm that provides an array of professional services including Accounting, Communications and Development, Consulting, Financial Services, Human Resources, Information Technology, and Taxes. At Donnelly-Boland and Associates, we offer extensive experience providing these services to businesses, individuals, nonprofits, and government agencies. We provide a unique combination of accounting and...
LATRO is a thriving multi-cultural, globally positioned team of seasoned technical and business industry experts energized by ensuring the financial health of our customers – driving innovation to solve their complex business problems. A recognized and trusted name in the global telecommunications industry for more than a decade, we help our customers across the world unlock value in their data...
Treloar & Heisel offers dental and medical professionals nationwide a comprehensive suite of financial products and services. What started as a family enterprise over half a century ago is now a financial services provider to dental and medical professionals. Treloar and Heisel is proud to assist thousands of clients from residency into practice and through retirement. Our experienced team delivers custom-tailored advice...
For more than 30 years, Bookminders has provided timely, accurate and cost effective bookkeeping for a variety of nonprofits and small businesses. Our unique approach affords work-life balance to our staff of degreed accountants, while providing clients access to highly skilled professionals they otherwise couldn’t afford. Drawing on our wealth of experience, Bookminders has developed templates and systems that are applicable...
KMRD Partners is a boutique risk management and human capital solutions firm with over 2000 clients nationwide. Our award-winning team, disciplined approach, proven processes, combined with our Risk Management Portal make KMRD the leading choice for existing clients and future partners looking to improve protection and reduce the overall cost of risk. KMRD Careers is located at http://kmrdpartners.com/careers
