Radar · Financial Services in Pennsylvania
Best Financial Services Companies in Pennsylvania, United States
The 819 best Financial Services companies in Pennsylvania, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Gaming and Leisure Properties.
By Riya SenguptaFinancials
819companies tracked
$7.3Bdisclosed funding
0unicorns
46have raised
Ranked: Best Financial Services companies in Pennsylvania
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Gaming and Leisure Properties Real estate investment trust focused on gaming & leisure properties | $3.4B | 110 mo ago | 18 | 2013 | Peter M Carlino Chairman & CEO | WordPressMySQLPHP+11 | — |
| 2 | Federated Hermes Provider of investment management services | $1.0B | 49 mo ago | — | 1955 | Joseph Bartolacci Co-CEO | Apple iCloud MailSalesforceJava+10 | 2 launchs |
| 3 | Essent Group Insurance and reinsurance carrier | $558M | 40 mo ago | 343 | 2008 | Mark Casale Founder & CEO | — | — |
| 4 | United Community Bank Provider of personal and business banking, mortgage, and wealth management services | $446M | 77 mo ago | 2,597 2,597 → 2,506 (-4%) · sector median +28% | 1950 | Lynn Harton Chairman and CEO | Kentico CMSApple iCloud MailMicrosoft ASP.NET+25 | 1 award |
| 5 | Penn Mutual Life insurance, annuities, and financial solutions for individuals and financial professionals | $397M | 191 mo ago | 746 746 → 1,194 (+60%) · sector median +28% | 1847 | — | Apple iCloud MailNode.jsJava+25 | 1 partnership |
| 6 | Ageras Provider of financial management tools for small businesses and freelancers 50Talent top 28%Funding top 30%Tech top 35%Moat top 39% All 9 signals ▾Talenttop 28% Fundingtop 30% Techtop 35% Moattop 39% Growthtop 40% Newstop 45% Marketbottom 41% Globalbottom 39% Fin. healthbottom 29% Talent: 3 named leaders on record · 3 C-suite/founder profiles curated Funding: Raised $228M across 10 rounds · 10 rounds over 11 yrs (0.9/yr) rank vs industry peers · Fliar Intelligence Index 50/100 | $228M | 25 mo ago | 16 | 2012 | Rico Andersen Co-Founder & CEO | Apple iCloud MailGoogle WorkspaceNode.js+15 | — |
| 7 | NSM Insurance Group Provider of insurance brokerage services 62Innovation top 20%Product top 26%Growth top 40%Funding top 44% All 9 signals ▾Innovationtop 20% Producttop 26% Growthtop 40% Fundingtop 44% Markettop 47% Talentbottom 49% Globalbottom 32% Techbottom 29% Newsbottom 21% Innovation: 7 product lines Product: 7 distinct product lines · Company stage: Acquired rank vs industry peers · Fliar Intelligence Index 62/100 | $160M | 120 mo ago | 654 | 2011 | Geof Mckernan CEO | — | — |
| 8 | TriState Capital Bank Commercial bank | $121M | 52 mo ago | 376 | 2007 | — | WordPressApple iCloud MailMySQL+28 | — |
| 9 | Stonehage Fleming Family & Partners Provider of multi-family office services | $116M | 89 mo ago | 11 | 1976 | Graham Wainer CEO & Investment Manager | Craft CMSApple iCloud MailPHP+12 | 2 awards |
| 10 | Hartford Funds Provider of mutual funds, exchange-traded funds, and college savings plans | $107M | 152 mo ago | 409 | 1996 | — | Cart FunctionalityAdobe Experience ManagerSalesforce+20 | — |
| 11 | Liberty SBF Provider of commercial real estate loans for business and investment purposes | $80M | 120 mo ago | 25 | 2012 | — | — | — |
| 12 | Auxilior Capital Partners Provider of bank outsorcing services | $77M | 42 mo ago | 17 | 2020 | — | WordPressApple iCloud MailMicrosoft 365+27 | 3 job openings · 1 internship · 1 partnership |
| 13 | NexTier Bank Personal and business banking solutions, community commitment, and financial resources | $71M | 28 mo ago | — | 1878 | Clem Rosenberger CEO | WordPressApple iCloud MailMySQL+31 | — |
| 14 | First National Bank Commercial bank | $56M | 163 mo ago | 4,100 | 1864 | Vincent Delie CEO & President | Cart FunctionalitySitecoreApple iCloud Mail+14 | — |
| 15 | LEAF Equipment financing and capital solutions provider, powering business growth and success | $50M | 164 mo ago | 339 | 2010 | — | Adobe Experience ManagerApple iCloud MailJava+24 | — |
| 16 | CNB Bank Commercial bank | $50M | 116 mo ago | 759 759 → 734 (-3%) · sector median +28% | 1865 | — | Kentico CMSApple iCloud MailMicrosoft 365+16 | — |
| 17 | 275 Funding Provider of investment services | $49M | 45 mo ago | — | 2022 | Elliot Goldberg Owner | — | — |
| 18 | Gardner Lewis Asset Management Diversified investment management firm | $48M | 115 mo ago | 25 | 1990 | W. Whitfield Gardner Co-Founder | — | — |
| 19 | Peachtree Credit broker | $40M | 179 mo ago | — | 2007 | John Pollock CEO | WordPressMySQLPHP+33 | — |
| 20 | NCO Group Provider of outsourcing services | $40M | 206 mo ago | 227 | 1997 | — | — | — |
| 21 | Bank of Bird In Hand Commercial bank | $35M | 69 mo ago | 48 48 → 112 (+133%) · sector median +28% | 2013 | — | WordPress Block EditorWordPressBugHerd+23 | 1 job opening |
| 22 | Advisor Credit Exchange Loan origination firm | $27M | 47 mo ago | — | 2018 | JP Connellan CEO | — | — |
| 23 | York Traditions Bank Commercial bank | $15M | 104 mo ago | 146 146 → 100 (-32%) · sector median +28% | 2002 | — | — | — |
| 24 | Meridian Bank Community bank offering full-service banking, business solutions, and wealth management | $14M | 122 mo ago | 501 501 → 416 (-17%) · sector median +28% | 2004 | — | WordPressMySQLPHP+27 | 1 internship · 1 award |
| 25 | Customers Bank Provider of banking and loan services | $13M | 166 mo ago | 257 | 2009 | Jay Sidhu Executive Chairman | WordPressApple iCloud MailMySQL+32 | 1 launch · 1 award |
| 26 | Hyperion Bank Community bank providing personal and business banking solutions with digital convenience | $12M | 57 mo ago | 21 | 2006 | Charlie Crawford CEO & Co-Chairman | AddsearchPHPGoogle Font API+7 | — |
| 27 | First Resource Bank Retail and business community bank | $8M | 108 mo ago | 56 56 → 83 (+48%) · sector median +28% | 2004 | — | WordPressMySQLPHP+34 | 1 award |
| 28 | National Energy Improvement Fund National Energy Improvement Fund | Financing Energy Efficiency Projects | $8M | 24 mo ago | — | — | — | WordPressMySQLPHP+23 | — |
| 29 | Monument Bank Commercial bank | $7M | 110 mo ago | 35 | 2008 | — | — | — |
| 30 | Finresi Online platform for investing in real estate secured loans | $7M | 31 mo ago | — | 2021 | Kirk Ayzenberg Co-Founder | UbuntuHeadless UIReact+20 | — |
| 31 | Ignitist Provider of health & financial insurance services | $6M | 55 mo ago | 40 | 2018 | Kevin McKenna CEO | — | — |
| 32 | Kish Provider of personal, home & business loans | $6M | 32 mo ago | 218 218 → 260 (+19%) · sector median +28% | 1935 | — | Cart FunctionalityWordPressMySQL+39 | — |
| 33 | Full Guard Capital Provider of business investment services | $6M | 37 mo ago | — | 2022 | Josh Welk Founder | — | 2 partnerships |
| 34 | Nth Round Liquidity solutions for private businesses | $4M | 96 mo ago | 9 | 2018 | Chris Mcconnell Co-Founder | WebflowAmazon Web ServicesDrift+26 | — |
| 35 | Archetype Provider of consulting services and investment opportunities | $4M | 38 mo ago | 36 | 2009 | Chetan Bagga Founder & CEO | — | — |
| 36 | ProWriters Insurance underwriting services | $4M | 100 mo ago | 31 | 2008 | — | WordPressSentryMySQL+24 | — |
| 37 | Covenant Bank Business community bank | $3M | 107 mo ago | — | 2007 | Blair Rush CEO & President | — | — |
| 38 | Victorian Finance Home loans provider | $3M | 90 mo ago | 111 111 → 151 (+36%) · sector median +28% | 2003 | — | PHPAnimate.cssAmazon ALB+19 | — |
| 39 | Amres Provider of home mortgage loan and refinancing services to individuals | $2M | 74 mo ago | 207 | 2015 | — | Webflowcore-jsjQuery+13 | — |
| 40 | Union Re Holdings Provider of real estate insurance services | $2M | 41 mo ago | — | — | — | — | — |
| 41 | Protecdiv Diversified insurance brokerage firm 6Talent bottom 49%Funding bottom 40%Global bottom 30%Market bottom 10% All 4 signals ▾Talentbottom 49% Fundingbottom 40% Globalbottom 30% Marketbottom 10% Talent: 1 named leader on record · 1 C-suite/founder profile curated Funding: Raised $1.6M across 2 rounds · 2 rounds over 6 yrs (0.3/yr) rank vs industry peers · Fliar Intelligence Index 6/100 | $2M | 19 mo ago | 5 | 2018 | Kael Coleman Founder & CEO | — | — |
| 42 | Keystone Insurers Group Network of independent insurance agencies providing resources and solutions | $1M | 193 mo ago | 127 127 → 149 (+17%) · sector median +28% | 1983 | — | — | — |
| 43 | Zenith Wealth Partners Provider of investment management and financial planning services 10Tech top 46%Talent bottom 45%Funding bottom 31%Global bottom 25% All 5 signals ▾Techtop 46% Talentbottom 45% Fundingbottom 31% Globalbottom 25% Marketbottom 16% Tech: 34 technologies across 4/8 capability areas · Cloud: Cloudflare Talent: 1 named leader on record rank vs industry peers · Fliar Intelligence Index 10/100 | $1M | 44 mo ago | — | 2019 | Jason Ray Founder & CEO | WordPress Block EditorElementorWordPress+31 | 1 internship · 1 award |
| 44 | Gemino Provider of senior debt financing to healthcare service providers | $1M | 161 mo ago | 16 16 → 22 (+38%) · sector median +28% | 2006 | — | — | — |
| 45 | Thewalletgroup | $417K | 45 mo ago | — | — | — | — | — |
| 46 | BSI Financial Provider of consumer loans | $370K | 197 mo ago | 278 | 1986 | — | Windows ServerMicrosoft ASP.NETIIS+7 | — |
| 47 | Rising Tide Provider of loan products and business assistance for small businesses | $354K | 189 mo ago | — | 2001 | — | WordPressMySQLPHP+12 | — |
| 48 | Chatham Financial Provider of business process outsorcing services | $294K | 102 mo ago | 494 494 → 862 (+74%) · sector median +28% | 1991 | Matthew Henry Managing Partner & CEO | Craft CMSApple iCloud MailPHP+20 | — |
| 49 | Bankers Settlement Services Southwest PA Provider of insurance underwriting, title search and exchange services | $186K | 36 mo ago | 2 | 1999 | — | — | 2 awards |
| 50 | Spouting Rock Investment management firm | $150K | 59 mo ago | 47 | 2007 | Blakely Page Founder & President | — | — |
Top 12 Financial Services companies in Pennsylvania
#1
Acquired · Philadelphia, Pennsylvania · founded 2012 · 16 employees$227.6Mraised▾
Acquired · Philadelphia, Pennsylvania · founded 2012 · 16 employees
Provider of financial management tools for small businesses and freelancers. It offers expense tracking, invoicing, and tax filing solutions. The platform provides automated expense categorization, payment tracking, and invoice management. It also offers support from experts for bookkeeping and value-added tax.
Fliar Intelligence Index™ 50how this company ranks against its industry peers
Talent
top 28%Funding
top 30%Tech
top 35%Moat
top 39%Growth
top 40%News
top 45%Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
Funding: Raised $228M across 10 rounds · 10 rounds over 11 yrs (0.9/yr) · Last round Series D (Apr 2024)
Tech: 34 technologies across 5/8 capability areas · Cloud: Cloudflare, Vercel · Devops: Varnish
Funding rounds
- Apr 2024Series D$87.9M
- Aug 2022Conventional Debt$35.9M
- Jul 2022Series C$3.3M
- Dec 2021Series C$35.9M
Founders & team
Investors
Canadian Imperial Bank of Commerce, Rabo Frontier Ventures, Lugard Road Capital, Centripetal Capital Partners, Investcorp, Roos Neon
Tech stack
Apple Icloud MailChakra UiCookie InformationDropboxEmotionGoogle Tag Manager
#2
Public · Radnor, Pennsylvania · founded 2008 · 343 employees$557.6Mraised▾
Public · Radnor, Pennsylvania · founded 2008 · 343 employees
Insurance and reinsurance carrier
Funding rounds
- Feb 2023Post IPO—
- Jun 2019Conventional Debt$333.8M
- May 2018Conventional Debt—
- Dec 2010Series D$223.8M
Founders & team
Investors
Inspire, Newlight Partners
#3
Series C · Pittsburgh, Pennsylvania · founded 1878$70.5Mraised▾
Series C · Pittsburgh, Pennsylvania · founded 1878
Personal and business banking solutions, community commitment, and financial resources. Offers a comprehensive suite of financial services, including checking and savings accounts, various loan options (mortgage, consumer, home equity, term, commercial real estate, construction, lines of credit), and digital solutions like online and mobile banking with bill pay and Zelle. Caters to both individual and business clients, including non-profit organizations, with specialized solutions. Provides wealth management, financial calculators, and resources for planning and strategy. Actively involved in community initiatives through donations, sponsorships, and volunteer work, focusing on financial literacy education. Prioritizes privacy and security, offering resources and tips to protect against fraud. Offers online account access with login features, digital solutions demos, and customer support through phone and chat.
Founders & team
Tech stack
ActivecampaignApple Icloud MailAudioeyeBootstrapCart FunctionalityCloudflare
#4
Public · Pittsburgh, Pennsylvania · founded 1955$1Braised▾
Public · Pittsburgh, Pennsylvania · founded 1955
Provider of investment management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 32k LinkedIn followers — 13.2% of this cohort's audience
Activity: 2 product launches announced in 12 mo
Founders & team
Investors
BTPS Portal
Tech stack
Apple Icloud MailCloudflareCloudflare Bot ManagementDocusignDynatraceDynatrace Rum
#5
Series A · Philadelphia, Pennsylvania · founded 2018 · 5 employees$1.6Mraised▾
Series A · Philadelphia, Pennsylvania · founded 2018 · 5 employees
Diversified insurance brokerage firm
Fliar Intelligence Index™ 6how this company ranks against its industry peers
Talent
bottom 49%Funding
bottom 40%Global
bottom 30%Market
bottom 10%Talent: 1 named leader on record · 1 C-suite/founder profile curated
Funding: Raised $1.6M across 2 rounds · 2 rounds over 6 yrs (0.3/yr) · Last round Series A (Oct 2024)
Global: Single-market focus (United States)
Audience (LinkedIn): 1k LinkedIn followers
Funding rounds
- Oct 2024Series A$2.8M
- Jan 2020Seed$1.6M
Founders & team
#6
Public · Wyomissing, Pennsylvania · founded 2013 · 18 employees$3.4Braised▾
Public · Wyomissing, Pennsylvania · founded 2013 · 18 employees
Gaming and Leisure Properties (GLPI) is a real estate investment trust (REIT) focused on gaming & leisure properties. The company is principally engaged in acquiring, financing, and leasing out its real estate assets to gaming operators on a “triple net” lease arrangement. The portfolio includes Hollywood Casino Perryville, Argosy Alton, River City Casino & Hotel, Boomtown Casino, Resorts Casino Tunica, and Casino Queen among others. In 2022, the company recorded annual revenues of $1.35B and a net profit of $0.75B.
Funding rounds
- Apr 2017Conventional Debt$1.4B
- Oct 2013Conventional Debt$2B
Founders & team
Tech stack
WordpressMysqlPhpGoogle MapsW3 Total CacheApache Http Server
#7
Series A · Allentown, Pennsylvania$7.5Mraised▾
Series A · Allentown, Pennsylvania
NEIF finances energy efficiency projects. Leveragefinance solutions for more resilient commercial, residential, and municipal energy improvements.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 892 LinkedIn followers
Tech stack
AngularCore-JsElementorFacebook PixelFlywheelFont Awesome
#8
Series C · Plymouth Meeting, Pennsylvania · founded 2020 · 17 employees$77.5Mraised▾
Series C · Plymouth Meeting, Pennsylvania · founded 2020 · 17 employees
Provider of bank outsorcing services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Hiring: 3 hiring posts in 12 mo (public) · momentum +3 · hiring: Collections Specialist, Contract Management Associate
Activity: 1 partnerships announced in 12 mo
Funding rounds
- Dec 2022Series C$42.5M
- Feb 2021Series C$35M
Investors
Patriot Financial Partners
Tech stack
Apple Icloud MailCloudflareCloudflare Browser InsightsEmotionFont AwesomeGoogle Analytics
#9
Acquired · Pittsburgh, Pennsylvania · founded 2007 · 376 employees$121.2Mraised▾
Acquired · Pittsburgh, Pennsylvania · founded 2007 · 376 employees
Commercial bank
Funding rounds
- Feb 2022Post IPO—
- Oct 2020Post IPO$105M
- Jun 2014Conventional Debt$35M
- Aug 2012Series C$50M
Investors
Stone Point Capital, Barclays, Lovell Minnick Partners, Northwood Ventures, Endicott Group
Tech stack
Apple Icloud MailBootstrapCdnjsCloudflareCloudflare Bot ManagementCookieyes
#10
Acquired · Blairsville, Pennsylvania · founded 1950 · 2597 employees$446.5Mraised▾
Acquired · Blairsville, Pennsylvania · founded 1950 · 2597 employees
Provider of personal and business banking, mortgage, and wealth management services. It offers various deposit accounts, loans, credit cards, and online and mobile banking solutions. The company provides treasury and payment services, including treasury management, merchant services, and fraud protection. Industry-specific solutions are available, along with resources for home buying and refinancing.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 20k LinkedIn followers — 8.4% of this cohort's audience
Activity: 1 awards announced in 12 mo
Founders & team
Investors
Corsair Capital, Patriot Financial Partners, Continental Investment Partners
Tech stack
AccessibeAcquia Cloud PlatformAcquia Cloud Site FactoryAdobe AnalyticsAdobe Experience Platform Identity ServiceAdobe Experience Platform Launch
#11
Funding Raised · Gladwyne, Pennsylvania · founded 2022$49.4Mraised▾
Funding Raised · Gladwyne, Pennsylvania · founded 2022
Provider of investment services
Funding rounds
- Aug 2022Conventional Debt$3.1M
- Jul 2022Conventional Debt$46.4M
Founders & team
#12
Funding Raised · Philadelphia, Pennsylvania · founded 2021$6.6Mraised▾
Funding Raised · Philadelphia, Pennsylvania · founded 2021
Online platform for investing in real estate secured loans. The platform partners with and purchases loans from a network of lenders whose loans end up on the marketplace. Loans go through a due diligence process before being offered as an opportunity. The revenue is generated from collecting a difference in the rate spread offered to investors versus the action loan on the platform.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 896 LinkedIn followers
Funding rounds
- Oct 2023Conventional Debt$6.6M
Founders & team
Funding & investor landscape
$7.3Btotal disclosed funding
56companies funded
70disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Rico Andersen
Co-Founder & CEO · Ageras
Martin Hegelund
Co-Founder & Chief Growth Officer · Ageras
Mark Casale
Founder & CEO · Essent Group
Clem Rosenberger
CEO · NexTier Bank
Joseph Bartolacci
Co-CEO · Federated Hermes
J Donahue
Co-CEO & President · Federated Hermes
Kael Coleman
Founder & CEO · Protecdiv
Peter M Carlino
Chairman & CEO · Gaming and Leisure Properties
Lynn Harton
Chairman and CEO · United Community Bank
Elliot Goldberg
Owner · 275 Funding
Kirk Ayzenberg
Co-Founder · Finresi
Jeff Gopshtein
Co-Founder & CEO · Finresi
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Financial Services companies are there in Pennsylvania, United States?
Radar tracks 819 indexable Financial Services companies headquartered in Pennsylvania, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Pennsylvania, United States?
The Financial Services companies in Pennsylvania, United States on this list have raised a combined $7.3B in disclosed equity funding across 56 funded companies.
Which is the highest-funded Financial Services company in Pennsylvania, United States?
Gaming and Leisure Properties is the highest-funded Financial Services company in Pennsylvania, United States, with $3.4B in disclosed equity funding.
How many Financial Services companies in Pennsylvania, United States are funded?
56 of the 819 Financial Services companies in Pennsylvania, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Pennsylvania, United States?
None of the Financial Services companies in Pennsylvania, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Pennsylvania, United States Financial Services companies?
The most active investors in Pennsylvania, United States Financial Services companies on this list include Endicott Group, Castle Creek Capital, Patriot Financial Partners, Treasury, Affiliated Managers Group.
Riya SenguptaFinancials
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.