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Top Pennsylvania Financial Services Startups (37)

Savana
Fintech • Financial Services
Malvern, Pennsylvania, USA
142 Employees

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.

Savana
Inkle
Fintech • Financial Services
Township of Delaware, Pennsylvania, USA
33 Employees

Inkle provides a U.S. tax and accounting automation platform for startups.

Inkle
McCall Scanlon & Tice, LLC
Financial Services
Pittsburgh, Pennsylvania, USA
13 Employees

McCall Scanlon & Tice, LLC (MST) CPAs specializes in providing comprehensive Accounting Services including Tax Planning & Preparation, Audit, Business Valuations, Financial Reporting, Pro-Advisor QuickBooks expertise, IRS Representation and Attest Services. From pre-revenue startups to thriving companies, more and more businesses are turning to MST to provide the additional accounting services needed to transform their business. Providing peace of mind,...

McCall Scanlon & Tice, LLC
Innovative Financing & Consulting Group LLC
Fintech • Payments • Financial Services
Drexel Hill, Pennsylvania, USA
19 Employees

Innovative Financing Solutions (IFS) is a full service, award-winning SBA and USDA Lender Service Provider. We specialize in the implementation of turnkey ‘outsourced’ government-guaranteed loan programs for community banks and credit unions throughout the U.S that may not generate sufficient loan volume or lack the internal expertise or support staff required to implement a safe, sound, and profitable government-guaranteed lending...

Innovative Financing & Consulting Group LLC
Glenmede Investment Management
Philadelphia, Pennsylvania, USA
30 Employees

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...

Glenmede Investment Management
Donnelly-Boland and Associates
Pittsburgh, Pennsylvania, USA
71 Employees
Hiring Now

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...

Donnelly-Boland and Associates
Reinvestment Fund
Financial Services
Philadelphia, Pennsylvania, USA
115 Employees

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.

Reinvestment Fund
Victorian Finance
Financial Services
Pittsburgh, Pennsylvania, USA
145 Employees

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...

Victorian Finance
Constellation Payments
Fintech • Payments • Financial Services
Warminster, Pennsylvania, USA
12 Employees

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,...

Constellation Payments
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myCIO Wealth Partners
Consulting • Financial Services
Philadelphia, Pennsylvania, USA
62 Employees

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...

myCIO Wealth Partners
KMRD Partners
Financial Services
Warrington, Pennsylvania, USA
45 Employees

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

KMRD Partners
indi
Fintech • Financial Services
Pittsburgh, Pennsylvania, USA
10 Employees

Instant payments and smart banking for gig workers. Workers need faster access to their earnings. indi's® financial technology platform lets businesses pay workers instantly to an indi debit card. With indi, workers can easily apply for an account, get a debit card, save for taxes, and reduce their financial stress. Payments for today. Financial tools for the future.

indi
JBS Dev
Software • Financial Services
Chadds Ford, Pennsylvania, USA
133 Employees
Hiring Now

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....

JBS Dev
Treloar & Heisel
Financial Services
New Castle, Pennsylvania, USA
75 Employees

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...

Treloar & Heisel
Fidem Financial
Financial Services
Philadelphia, Pennsylvania, USA
21 Employees

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...

Fidem Financial
Omega Systems, LLC
Information Technology • Financial Services
Reading, Pennsylvania, USA
78 Employees

Omega Systems is a leading managed service provider (MSP) and managed security service provider (MSSP) to mid-market organizations in the financial services, government, manufacturing, healthcare and professional services industries. Applying our approach for personalized service, Omega’s customer-first solutions are designed to address the growing regulatory, compliance and data processing needs of today’s highly regulated and security-conscious businesses. Our services include:...

Omega Systems, LLC
Simpay
Financial Services
Trevose, Pennsylvania, USA
139 Employees

Simpay is delivering on its vision to provide our clients with a 360° Total Business Solution, encompassing virtually every stage of a business' life-cycle. We're a Trevose, PA-based Fintech company, provides Human Capital Management services, commercial insurance coverage, integrated payment acceptance, and growth tools for businesses across North America. Since our very beginnings in 2000, our commitment to simplicity, quality, and...

Simpay
Nth Round
Financial Services
Philadelphia, Pennsylvania, USA
14 Employees

Nth Round facilitates liquidity and enhances private company value by allowing shares to be traded 24/7.

Nth Round
BKY Financial
Financial Services
3 Offices
8 Employees

BKY Financial is a full-service accounting firm providing you and your company a "one stop shop"​ for all things accounting. Our services include bookkeeping, full-service payroll, income tax preparation, and contract Controller/CFO services.

BKY Financial
Clark Capital Management Group
Philadelphia, Pennsylvania, USA
138 Employees

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...

Clark Capital Management Group

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