Wellington management acquires Hartford funds
Boston financial giant Wellington Management is getting even bigger with a deal valued at an estimated $1.9 billion to buy longtime business partner Hartford Funds, in its first…
Company lists
Financial advice, asset management, insurance, banking, lending and more: the companies building financial services in Pennsylvania, with their founders, funding, team size and business models.
Funding, M&A, contract wins and launches involving 1,204 financial services companies in Pennsylvania, last 24 months: 107 M&A deals · 8 Contracts · 5 launches · 5 funding rounds. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Jun 2026.
Boston financial giant Wellington Management is getting even bigger with a deal valued at an estimated $1.9 billion to buy longtime business partner Hartford Funds, in its first…
Butler-based NexTier, the holding company of NexTier Bank, has entered into a definitive agreement to acquire Ohio-based Riverside Bank of Dublin.
UNIVEST FINANCIAL Corp acquired a new stake in Dynatrace, Inc. (NYSE:DT – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 27,966 shares of the…
NexTier has agreed to acquire Riverside Bank of Dublin, with the merger creating a community bank with more than $3.1bn in assets.
The business has signed onto a multi-year contract with OpenAI to ramp up its tech innovation; the Silicon Valley giant will embed engineers at the company and deploy AI agents across…
Chatham Financial has entered into a definitive agreement to acquire Hodes Weill & Associates
United Community Banks, Inc. Announces Definitive Merger Agreement with Peach State Bancshares, Inc. Aggregate Value: $100.8 million, based on United's stock price of $34.15 as of April…
He reported acquiring QNB CORP. common stock through awards linked to the QNB Bank - Victory merger.
It’s been another strong week for RIA deals. The Denver-based $98 billion Mercer Global Advisors announced this week it would acquire Charter Oak Capital Management, a Portsmouth,…
Fulton Financial Corporation (Nasdaq: FULT ) ("Fulton") today announced the successful completion of its acquisition of Blue Foundry Bancorp (formerly Nasdaq: BLFY ) ("Blue Foundry").
HBT Financial, Inc. (NasdaqGS:HBT) completed the acquisition of CNB Bank Shares, Inc. (OTCPK:CNBN) from Castle Creek Advisors VIII LLC on March 2, 2026.
Mercer Advisors said it has acquired Charter Oak Capital Management, a Portsmouth, New Hampshire-based wealth management firm with more than $1.5 billion in assets under management.
PNC Financial Services Group Inc. now owns 2,639,746 shares of the company’s stock valued at $208,276,000 after acquiring an additional 2,046,558 shares during the last quarter.
Mondrian Investment Partners LTD bought a new position in Nomad Foods during the third quarter worth about $44,000.
Federated Hermes Inc. increased its stake in TD SYNNEX by 1.8% in the 2nd quarter. Federated Hermes Inc. now owns 215,390 shares of the business services provider’s stock valued at…
Perspective Financial Group has acquired two financial advisory firms in Yorkshire, strengthening its regional presence as part of a wider expansion strategy.
Alongside the Yorkshire firms, Perspective has also acquired Clearwater Wealth Management, Cockburn Lucas Independent Financial Consulting, Crown Wealth Management and Devonshire Wealth…
Announced in August, this transaction of approximately $1.67 billion, or $68 per share, will lead to the privatization of the publicly traded company. Guardian's shares are expected to…
Wedmont Private Capital raised its stake in Marriott International by 4.8% in the 4th quarter.
Federated Hermes Inc. boosted its position in Valero Energy by 15.7% in the second quarter. Federated Hermes Inc. now owns 161,957 shares of the oil and gas company’s stock valued at…
Lincoln Financial introduced two new fixed-indexed annuities: Lincoln FlexAdvantage Income and Lincoln OptiBlend Income.
Patriot Growth Insurance Services announced it has acquired a new strategic partner, Morse Insurance Agency, a property/casualty insurance agency based in North Easton, Mass.
Vornado Realty Trust refinanced its mortgage at 350 Park Ave. with the company that plans to anchor a new office tower on the site. Citadel LLC lent the REIT $400M in a deal that closed…
HBT Financial, Inc. (NASDAQ: HBT) announced that it has completed its merger with CNB Bank Shares, Inc.
Mid Penn Bancorp, Inc. (NASDAQ: MPB) today announced that its acquisition of 1st Colonial Bancorp, Inc. ("1st Colonial") was completed after the close of business on February 27, 2026.
Gaming and Leisure Properties, Inc. (“GLPI”) (NASDAQ: GLPI) today announced the pricing of a public offering of $800,000,000 aggregate principal amount of senior notes due 2036.
The first refreshed branch will be the Bank's main office located at 800 Philadelphia Street in Indiana, Pa., serving as a model for future updates across the footprint.
Blue Foundry Bancorp (NASDAQ:BLFY) shareholders voted to approve the company’s merger agreement with Fulton Financial Corporation at a virtual special meeting
HCLTech (NSE: HCLTECH.NS) (BSE: HCLTECH.BO), a world-leading technology company, has been selected by The Guardian Life Insurance Company of America® (Guardian), one of the largest life…
Unity Bank Plc launches a new and improved version of its mobile banking platform, Unifi. The upgrade, dubbed Unifi 2.3, aims to deliver enhanced functionality, security, and convenience…
Few financial services companies in Pennsylvania publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 855 active companies.

Insurance and reinsurance carrier
Insurance carriersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of mutual funds, exchange-traded funds, and college savings plans
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of commercial real estate loans for business and investment purposes
Alternative lendingUS$80.00m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of bank outsorcing services
Service providers to banksUS$77.50m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksUS$35.00m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Loan origination firm
Asset managementUS$26.74m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksUS$22.56m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Community bank offering full-service banking, business solutions, and wealth management
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of banking and loan services
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of business investment services
Services for investment industryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of financial services for real estate industries
Services for investment industryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Diversified insurance brokerage firm
Insurance distributionUS$4.37m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Liquidity solutions for private businesses
Services for investment industryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of consulting services and investment opportunities
Services for investment industryFocus: AI-driven multimodal sensor data processing, time-series compression, and passive IoT device detection/control
CPC G06N3/045, H04W4/029, G06F40/40Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Business community bank
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Home loans provider
Consumer and sme loansEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of investment management and financial planning services
Finance & accounting servicesEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of support and alternative source of capital to alarm dealers
Finance & accounting servicesEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Investment management firm
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Medical practice loans provider
Consumer and sme loansEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Title insurance agency
Insurance distributionUS$131k across 3 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of asset backed loans
Consumer and sme loansFocus: Electronic ATM transaction processing and event-driven financial data handling systems.
CPC G06Q40/06, G06Q20/1085, G06Q30/00Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

P&C insurance brokerage firm
Insurance distributionUS$75k across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of title insurance brokerage services
Insurance claims processing servicesUS$75k across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Home & auto insurance brokerage firm
Insurance distributionEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of insurance claim processing services
Insurance claims processing servicesEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of insurance services
Insurance distributionEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provides diversfied insurance such as life, disability, dental vision etc
Insurance carriersFocus: Patents concentrated in chemistry & materials
CPC C03C17/36, C03C17/3618, C03C17/3435Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Multi-line insurance company
Insurance distributionEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of healthcare insurance services
Insurance distributionEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of health insurance and information services
Services for healthcare providersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of actuarial services
Insurance risk managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of wealth management and financial advisory services
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Ditech Holding Corporation provides mortgage loans and reverse mortgage loans services.
Service providers to banksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of P&C insurance brokerage services
Insurance distributionFocus: Patents concentrated in mechanical & energy engineering
CPC F41H5/06, G01S13/87Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Provider of auto, workers compensation & liability insurance services
Insurance carriersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Wealth management firm
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Insurance solutions for retirement services, employee benefits, and absence management
Insurance carriersEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Financial holding firm
Asset managementEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

NSM Insurance Brokers is engaged in providing specialty insurance in both the U.S. and UK.
Insurance distributionEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Mortgage insurance company
Insurance carriersFocus: Secure blockchain transaction platforms and sacral foramen localization devices for neuromodulation.
CPC G06Q20/3825, G06Q50/16, A45F3/16Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Urban credit union
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Urban credit union
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

Commercial bank
BanksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.

P&C insurance company
Insurance distributionEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
No matching company in this list.
This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.
Open financial services in Pennsylvania on RadarFind top financial services companies in Pennsylvania for banking, insurance and investment management. Explore financial services startups in Pennsylvania and specialist finance providers.
Companies offering accounting, financial planning and advisory services.

Provider of business investment services
Services for investment industry
Provider of financial services for real estate industries
Services for investment industry
Provider of consulting services and investment opportunities
Services for investment industry
Provider of investment management and financial planning services
Finance & accounting services
Provider of support and alternative source of capital to alarm dealers
Finance & accounting servicesCompanies managing investments, wealth and private capital.

Provider of mutual funds, exchange-traded funds, and college savings plans
Asset management
Investment management firm
Asset management
Provider of wealth management and financial advisory services
Asset management
Wealth management firm
Asset management
Lincoln Investment is a leading full-service independent broker-dealer.
Asset managementInsurance carriers, distributors and risk management specialists.

Insurance and reinsurance carrier
Insurance carriers
Diversified insurance brokerage firm
Insurance distribution
Title insurance agency
Insurance distribution
Provider of title insurance brokerage services
Insurance claims processing services
Provider of insurance services
Insurance distributionBanks and service providers supporting financial institutions.

Provider of bank outsorcing services
Service providers to banks
Commercial bank
Banks
Commercial bank
Banks
Community bank offering full-service banking, business solutions, and wealth management
Banks
Provider of banking and loan services
BanksCompanies providing consumer, business, asset and alternative loans.

Provider of commercial real estate loans for business and investment purposes
Alternative lending
Home loans provider
Consumer and sme loans
Medical practice loans provider
Consumer and sme loans
Provider of asset backed loans
Consumer and sme loans
Auto loans provider
Consumer and sme loansListed financial services companies based in Pennsylvania.

Insurance and reinsurance carrier
Insurance carriers
Community bank offering full-service banking, business solutions, and wealth management
Banks
Provider of banking and loan services
Banks
Multi-line insurance company
Insurance distribution
Commercial bank
BanksRecently founded financial services companies in Pennsylvania.

Provider of business investment services
Services for investment industry
Provider of investment services
Services for investment industry
Dominium Advisors is a tech-enabled asset manager with a focus on the acquisition and administration of residential mortgage loans.
Service providers to banks
Provider of reliable and relevant personal finance, tax preparation, bookkeeping, and business development services
Finance & accounting services
Online platform for investing in real estate secured loans
Investment techFinancial services employers in Pennsylvania with hiring activity.

Provider of mutual funds, exchange-traded funds, and college savings plans
Asset management
Provider of bank outsorcing services
Service providers to banks
Commercial bank
Banks
Community bank offering full-service banking, business solutions, and wealth management
Banks
Provider of banking and loan services
BanksThe most-installed Android apps published by financial services companies headquartered in Pennsylvania — 2.5M installs between them. 70 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.
The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.
2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how Pennsylvania compares. Debt, IPO and grant rounds are excluded.
US$1.25bn
US$2.66bn
877 rounds in the United States
last 24 months
Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.
Equity rounds over the last five years, 1,204 financial services companies in Pennsylvania among 48,810 in the United States.
Each deal appears in the events strip at the top of the page.
Go deeper in the financial services landscape reports:
Financial Services Industry Landscape of the United StatesThe financials above are one chapter. The full financial services landscape of Pennsylvania maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.
27 financial services companies in Pennsylvania have recorded equity funding, US$631.40m in total. Totals and round dates describe the historical record; they are not current valuations.
Largest recorded equity totals, with the latest recorded round.
Insurance carriersInsurance and reinsurance carrier
Asset managementProvider of mutual funds, exchange-traded funds, and college savings plans
Alternative lendingProvider of commercial real estate loans for business and investment purposes
Service providers to banksProvider of bank outsorcing services
Founders
Details not available
BanksCommercial bank
Asset managementLoan origination firm
BanksCommercial bank
Founders
Details not available
BanksCommunity bank offering full-service banking, business solutions, and wealth management
BanksProvider of banking and loan services
Founders
Details not available
Services for investment industryProvider of business investment services
Services for investment industryProvider of financial services for real estate industries
Founders
Details not available
Insurance distributionDiversified insurance brokerage firm
Services for investment industryLiquidity solutions for private businesses
Services for investment industryProvider of consulting services and investment opportunities
BanksBusiness community bank
Consumer and sme loansHome loans provider
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$80.00m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$77.50m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$35.00m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$26.74m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$22.56m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$4.37m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: AI-driven multimodal sensor data processing, time-series compression, and passive IoT device detection/control
CPC G06N3/045, H04W4/029, G06F40/40Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Meet the people behind financial services companies in Pennsylvania. 203 of 855 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.
Companies whose recorded headcount rose the most between the two most recent team-size snapshots. A larger team is a signal of momentum, not of profitability.
Service providers to banksDitech Holding Corporation provides mortgage loans and reverse mortgage loans services.
Founders
Details not available
Insurance distributionProvider of P&C insurance brokerage services
BanksProvider of banking services
Insurance risk managementProvider of actuarial services
BanksHamlin Bank and Trust Company is a state-chartered commercial bank.
Founders
Details not available
Asset managementProvider of financial advisory services
Founders
Details not available
BanksCommunity bank in Lehigh Valley offering personalized banking and trusted relationships
Founders
Details not available
BanksCommercial bank
Finance & accounting servicesProvider of online tools for managing, filing, and paying taxes for businesses and individuals.
Founders
Details not available
Insurance distributionProvider of health insurance services
BanksCommunity bank offering full-service banking, business solutions, and wealth management
Consumer and sme loansProvider of working capital loans
Founders
Details not available
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Patents concentrated in mechanical & energy engineering
CPC F41H5/06, G01S13/87Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial services companies in Pennsylvania with at least one woman on the founding team. Expand a profile to meet the founders; teams can include both women and men.
Services for investment industryProvider of financial services for real estate industries
Founders
Details not available
Consumer and sme loansMortgage loans provider
Third-party administratorsProvider of insurance, financial planing, transition and marketing services
Consumer and sme loansProvides home loan services
Finance & accounting servicesModern accounting, bookkeeping, payroll, and financial reporting services for business growth
Asset managementVenture capital firm focused on multiple sectors
Services for investment industryProvider of financial planning services
Asset managementFinancial advisors providing planning tools and resources for families and businesses
Asset managementHedge funds focused on long-only and multiple strategies
Finance & accounting servicesProvider of tax management services for businesses
Services for investment industryProvider of financial advisory services
Insurance carriersRisk management company that offers diverse homeowners insurance options through its partnerships with insurance carriers
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial services companies in Pennsylvania founded in the last four years, newest first.
Provider of financial planning, investment management, and tax preparation services
Founders
Details not available
Provider of various insurance coverage lines, including auto, home, life, and business
Founders
Details not available
BanksProvider of personal and business banking, loans, and investment services
Founders
Details not available
Provider of various mortgage loan options and refinancing solutions
Founders
Details not available
Services for investment industryNetwork connecting business owners with private equity investment opportunities
Founders
Details not available
Diversified investment management firm
Founders
Details not available
Insurance carriersProvider of innovative and customized insurance-based solutions for high-net-worth and institutional investors, offering private placement life insurance and annuities
Service providers to banksChartered savings bank offering a range of financial products and services, including commercial and personal lending, deposit accounts, and online banking services
Founders
Details not available
Finance & accounting servicesProvider of bookkeeping and financial management services
Founders
Details not available
BanksProvider of personal and business banking, loans, insurance, and wealth management
Founders
Details not available
Insurance carriersProvider of insurance services including life, disability, commercial, personal, and pet insurance
Founders
Details not available
Service providers to banksProvider of financial services
Founders
Details not available
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Companies with the most distinct news events in the last 24 months across the business press Fliar tracks.
BanksCommercial bank
Asset managementProvider of investment management services
Asset managementWealth management firm
Founders
Details not available
BanksCommercial bank
Asset managementFinancial holding firm
BanksCommercial bank
ReitsReal estate investment trust focused on gaming & leisure properties
Insurance carriersProvides diversfied insurance such as life, disability, dental vision etc
BanksUrban credit union
ReitsEquity REIT investing in healthcare facilities
Insurance distributionProvider of P&C insurance brokerage services
BanksCommercial bank
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Patents concentrated in chemistry & materials
CPC C03C17/36, C03C17/3618, C03C17/3435Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Patents concentrated in mechanical & energy engineering
CPC F41H5/06, G01S13/87Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
The most common specialisations among financial services companies in Pennsylvania. Open a company to see what it sells, who runs it and how far it has come.
153 financial services companies in Pennsylvania work in finance & accounting services. Shown: the best-documented.
Finance & accounting servicesProvider of tax planning, preparation, and representation services for individuals and businesses

Finance & accounting servicesProvider of investment management and financial planning services
Finance & accounting servicesProvider of support and alternative source of capital to alarm dealers
Founders
Details not available
Finance & accounting servicesProvider of accounting, assurance and advisory services
Finance & accounting servicesKreischer Miller is an accounting company that provides accounting, tax, and advisory services.
Founders
Details not available
Finance & accounting servicesHerbein + Company, Inc. is a Pennsylvania-based accounting firm.
Founders
Details not available
Finance & accounting servicesSmith Elliott Kearns & Company, LLC is an accounting firm operating in Pennsylvania and Maryland.
Founders
Details not available
Finance & accounting servicesProvider of tax management services
Finance & accounting servicesTrout CPA is an accounting firm based in Pennsylvania.
Founders
Details not available
Finance & accounting servicesProvider of assurance, audit and tax related services
Finance & accounting servicesBrown Schultz Sheridan & Fritz is an accounting, auditing and tax firm based in Pennsylvania.
Founders
Details not available
Finance & accounting servicesMaillie LLP is an accounting firm operating out of Pennsylvania and Delaware.
Founders
Details not available

Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
133 financial services companies in Pennsylvania work in asset management. Shown: the best-documented.
Asset managementProvider of mutual funds, exchange-traded funds, and college savings plans
Asset managementInvestment management firm
Asset managementLoan origination firm
Asset managementProvider of wealth management and financial advisory services
Asset managementWealth management firm
Founders
Details not available
Asset managementFinancial holding firm
Asset managementBlank check firm focused on multiple sectors
Asset managementLincoln Investment is a leading full-service independent broker-dealer.
Founders
Details not available
Asset managementWealth management firm
Insurance carriersLimited information available
Founders
Details not available
Diversified investment and wealth management firm
Asset managementDiversified investment management firm
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$26.74m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
118 financial services companies in Pennsylvania work in insurance carriers. Shown: the best-documented.
Insurance carriersInsurance and reinsurance carrier
Insurance carriersProvides diversfied insurance such as life, disability, dental vision etc
Services for healthcare providersProvider of health insurance and information services
Insurance carriersProvider of auto, workers compensation & liability insurance services
Insurance carriersInsurance solutions for retirement services, employee benefits, and absence management
Founders
Details not available
Mortgage insurance company
Insurance carriersInternet first provider of life, dental, vision, and group insurance services
Founders
Details not available
Insurance carriersProperty & casualty insurer
Insurance carriersProvider of insurance plans including Medicare, vision, and stop-loss coverage
Founders
Details not available
Insurance carriersProvider of property & reinsurance services
Founders
Details not available
Insurance carriersLimited information available
Founders
Details not available
Insurance carriersLife insurance company
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Patents concentrated in chemistry & materials
CPC C03C17/36, C03C17/3618, C03C17/3435Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Secure blockchain transaction platforms and sacral foramen localization devices for neuromodulation.
CPC G06Q20/3825, G06Q50/16, A45F3/16Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
99 financial services companies in Pennsylvania work in banks. Shown: the best-documented.
BanksCommunity bank offering full-service banking, business solutions, and wealth management
BanksProvider of banking and loan services
Founders
Details not available
BanksCommercial bank
BanksBusiness community bank
BanksCommercial bank
Founders
Details not available
BanksCommercial bank
BanksCommercial bank
BanksCommercial bank
BanksCommercial bank
BanksCommercial bank
BanksUrban credit union
BanksUrban credit union
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$35.00m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$22.56m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
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