Top Pennsylvania Financial Services Startups (44)
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 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...
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.
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...
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...
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...
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...
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...
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,...
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...
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,...
Nth Round facilitates liquidity and enhances private company value by allowing shares to be traded 24/7.
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...
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...
First Commonwealth is a consumer-friendly alternative to banking. We offer all the services you're accustomed to, but at better rates and lower fees. That's because we're structured differently than banks. Banks are in business to earn profits for their stockholder investors. Our credit union exists to improve your financial well being. We don't have stockholders. Instead, we're cooperatively owned by...
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...
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...
