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Top Pennsylvania Financial Services Startups (44)

Centri Business Consulting
Financial Services
3 Offices
135 Employees
12 Benefits Hiring Now

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...

Centri Business Consulting
Abacus Wealth Partners
Analytics • Financial Services
2 Offices
76 Employees
35 Benefits Hiring Now
Expanding what's possible with money.

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/

Abacus Wealth Partners
Credit Genie
Fintech • Software • Financial Services
Philadelphia
38 Employees
Hiring Now

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...

Credit Genie
1st Summit Bank
Fintech • Software • Financial Services
4 Offices
144 Employees
6 Benefits Hiring Now

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...

1st Summit Bank
Wescott Financial Advisory Group
Fintech • Software • Financial Services
4 Offices
52 Employees
Hiring Now

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,...

Wescott Financial Advisory Group
Waldron Private Wealth
Financial Services
Bridgeville
85 Employees
1 Benefits Hiring Now

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...

Waldron Private Wealth
Stevens Capital Management LP
Radnor
47 Employees
Hiring Now

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....

Stevens Capital Management LP
Succession Resource Group
Fintech • Software • Consulting • Financial Services
3 Offices
25 Employees
18 Benefits Hiring Now

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...

Succession Resource Group
Ben Franklin Technology Partners of Central and Northern PA
University Park
16 Employees
Hiring Now

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.

Ben Franklin Technology Partners of Central and Northern PA
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Tammac Holdings
Fintech • Financial Services
Wayne
42 Employees

Tammac Holdings is a financial services company.

Tammac Holdings
Treloar & Heisel
Financial Services
New Castle
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
Savana
Fintech • Financial Services
Malvern
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
33 Employees

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

Inkle
Honeycomb Credit
Financial Services
Pittsburgh
31 Employees

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...

Honeycomb Credit
Lally & Co.
Financial Services
Pittsburgh
43 Employees

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....

Lally & Co.
Reinvestment Fund
Financial Services
Philadelphia
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
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
Omega Systems, LLC
Information Technology • Financial Services
Reading
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
Constellation Payments
Fintech • Payments • Financial Services
Warminster
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
numo llc
Financial Services
Pittsburgh
55 Employees

numo is a corporate-backed, for-profit technology incubator. We build and commercialize technology in the financial services industry. More at www.numo.com.

numo llc

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