Best Financial Services Companies in Philadelphia, United States
The 133 best Financial Services companies in Philadelphia, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Ageras.
Ranked: Best Financial Services companies in Philadelphia
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | 48 Factoring Provider of working capital loans | — | — | Unfunded | 8 | 2014 | — | — |
| 2 | access insurance company Access Insurance Company delivers specialty property and casualty automobile insurance programs | — | — | Private | 321 | 1994 | — | — |
| 3 | accounting and business consultants Accounting and Business Consultants provides financial services like accounting, consulting, taxation and… | — | — | — | — | 1997 | — | — |
| 4 | Allivate Venture capital firm focused on multiple sectors | — | — | Unfunded | — | 2022 | — | 1 partnership |
| 5 | ambrozy accounting Ambrozy Accounting provides accounting, bookkeeping, payroll, consulting, tax preparation and investment… | — | — | — | — | 2000 | — | — |
| 6 | Ambrozy Tax Service Provider of tax services | — | — | Unfunded | 3 | 1942 | — | — |
| 7 | American Heritage Credit Union Credit Union | — | — | Unfunded | 616 616 → 519 (-16%) | 1948 | — | 1 award |
| 8 | amerihealth casualty services AmeriHealth Casualty Services provides claims services and medical management services for self injured… | — | — | Acquired | 70 | 1996 | — | — |
Top 12 Financial Services companies in Philadelphia
#1
Acquired · Philadelphia, Pennsylvania · founded 2012 · 16 employees$227.6Mraised▾
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.
- Apr 2024Series D$87.9M
- Aug 2022Conventional Debt$35.9M
- Jul 2022Series C$3.3M
- Dec 2021Series C$35.9M
#2
Series A · Philadelphia, Pennsylvania · founded 2018 · 5 employees$1.6Mraised▾
Diversified insurance brokerage firm
- Oct 2024Series A$2.8M
- Jan 2020Seed$1.6M
#3
Funding Raised · Philadelphia, Pennsylvania · founded 2021$6.6Mraised▾
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.
- Oct 2023Conventional Debt$6.6M
#4
Acquired · Philadelphia, Pennsylvania · founded 1976 · 11 employees$116.4Mraised▾
Provider of multi-family office services
#5
Series B · Philadelphia, Pennsylvania · founded 2012 · 25 employees$80Mraised▾
Provider of commercial real estate loans for business and investment purposes. It offers financing solutions including SBA, conventional, and bridge loans. The company focuses on construction and improvement lending for various property types. It provides capital to business owners and property investors, offering flexible terms.
- Jun 2016Series B$75M
- Apr 2012Series A$5M
#6
Series A · Philadelphia, Pennsylvania · founded 2009 · 36 employees$4.2Mraised▾
Provider of consulting services and investment opportunities. The company offers consulting services to build tech-enabled products and accelerate growth. It identifies opportunities for investment, unlocking a proprietary pipeline and enabling growth in the industry. The consulting model integrates product and strategy teams to accelerate development and distribution.
- Apr 2023Series A$4.2M
#7
Acquired · Philadelphia, Pennsylvania · founded 2010 · 339 employees$50Mraised▾
Equipment financing and capital solutions provider, powering business growth and success. They offer flexible financing for equipment and technology, providing strategic partnerships designed to help businesses grow. They deliver custom equipment financing, working capital, and structured finance programs that help businesses scale successfully. They provide custom payment solutions to drive sales, simplify purchasing, and strengthen customer loyalty. They specialize in equipment financing, growth capital, and structured finance programs. They offer solutions for industries like office products, hospitality, office furniture, healthcare, industrial machinery, software & technology, and automation. They focus on building relationships and providing customized solutions to meet the unique needs of each business.
- Oct 2012Conventional Debt$150M
- Nov 2011Conventional Debt$75M
- Nov 2011Series A$50M
- Jan 2011Seed—
#8
Funding Raised · Philadelphia, Pennsylvania · founded 2006 · 21 employees$11.5Mraised▾
Community bank providing personal and business banking solutions with digital convenience. The bank offers a range of deposit accounts, including checking, savings, and money market options, alongside loan services such as home mortgages and consumer loans. For businesses, they provide checking and money market accounts, business loans, and credit cards. Electronic banking services encompass online and mobile banking with features like bill pay, remote deposit capture, and cash management. Additional services include financial calculators, notary services, and safe deposit boxes. They focus on community involvement through events, giving, and resource links. The bank emphasizes fraud prevention and security, offering resources like identity theft protection and online banking tutorials.
- Aug 2021Conventional Debt$11.5M
#9
Seed · Philadelphia, Pennsylvania$2.3Mraised▾
Provider of real estate insurance services
#10
Seed · Philadelphia, Pennsylvania · founded 2019$1.2Mraised▾
Provider of investment management and financial planning services
- Oct 2022Seed$1.2M
#11
Acquired · Philadelphia, Pennsylvania · founded 2008 · 35 employees$7Mraised▾
Commercial bank
- Mar 2017Conventional Debt$7M
#12
Seed · Philadelphia, Pennsylvania · founded 2018 · 9 employees$4.3Mraised▾
Nth Round provides liquidity solutions for private businesses. It features solutions for shareholders to liquidate their position. It offers multiple products such as Reward Shareholders for distribution of equity incentives, Transfer Ownership for liquidating fractional share, and Raise Capital for future liquidity & risk management.
- 2018Seed—
- Seed$4.3M
Funding & investor landscape
Notable founders
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
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.