Company lists
The Pennsylvania edition · 2026

Investment industrycompanies in Pennsylvania

Private equity, venture capital, investment banking, real estate funds, startups and more: the companies building investment industry in Pennsylvania, with their founders, funding, team size and business models.

447 company profiles13 with recorded fundingNovember 2026 edition
Pennsylvania · Photo: Wikimedia Commons (CC0)

Recent investment industry business events in Pennsylvania

Funding, M&A, contract wins and launches involving 504 investment industry companies in Pennsylvania, last 24 months: 36 M&A deals · 4 Contracts · 3 funding rounds · 1 Launch. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Jun 2026.

M&AAcquisition · Completed

Pathstone acquires Mill Creek Capital Advisors

Family office and ultra-high-net-worth firm Pathstone has acquired Mill Creek Capital Advisors, a Philadelphia-area independent RIA with roughly $12 billion in assets and 450 client…

Independent RIA
M&AAcquisition · Announced

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…

Financial
M&AAcquisition · Announced

Cora group acquires Finastra's U.S. Mid-Market banking business

CORA Group, a portfolio of Jonas Software, an operating group of Constellation Software (TSX: CSU), today announced that it has acquired Finastra's U.S. Mid-Market banking business,…

Financial Services Software
M&AAcquisition · Announced

Chatham financial acquires Hodes weill & associates

Chatham Financial has entered into a definitive agreement to acquire Hodes Weill & Associates

Global capital advisory firm focused on real estate, infrastructure, and other real assets
M&AAcquisition · Announced

Guardian capital partners acquires Nugredient Solutions

Guardian Capital Partners has acquired Nugredient Solutions. Financial terms of the acquisition were not disclosed.

Food Ingredients
M&AAcquisition · Completed

CenterSquare Investment Management acquires Iron mountain

Centersquare Investment Management LLC now owns 2,514,464 shares of the financial services provider’s stock valued at $256,324,000 after purchasing an additional 483,548 shares during…

M&AAcquisition · Announced

Inverness graham acquires Axcel learning

Inverness Graham announced the acquisition of Axcel Learning from Alpine Investors reflecting a strategic push into professional education and workforce development.

M&AAcquisition · Announced

Cpe group acquires Touchpoint

Noora Salonoja, CEO of Touchpoint Oy, sees significant potential in the synergies created by the acquisition.

Textile
FundingEquity

Everest infrastructure partners

© Shutterstock Ohio-based TPG Peppertree, an investment firm specializing in digital infrastructure, recently committed $500 million in new equity capital commitments in Pittsburgh-based…

Investors TPG Peppertree
Wireless Infrastructure
ContractSupply

Velocity venture partners · client: Unnamed pharmaceutical production firm

Velocity Venture Partners has sold two condos totaling 17K SF at the Willow Grove Industrial Center for $2.3M to an unnamed pharmaceutical production firm.

Real Estate
ContractInfrastructure

CenterSquare Investment Management · client: Esas

Conshohocken-based CenterSquare Investment Management has closed a $50M co-investment vehicle focused on essential service industrial spaces with ESAS.

Investment
LaunchHardware and Robotics Accelerator

Innovation works

Five years later, Innovation Works, the state-backed economic development org behind AlphaLab, introduced a version dedicated to hardware and robotics.

Accelerator
M&AAcquisition · Announced

Cora group acquires Site Service

Site Service Software, Inc. announced that it has been acquired by CORA Group, a division of Constellation Software Inc. ("Constellation").

Software
M&AAcquisition · Announced

Hfa acquires Tria

HFA, an employee-owned, nationally recognized architecture and engineering firm, today announced the acquisition of TRIA, a Boston-based architecture firm known for its deep expertise in…

Science & Technology Architecture
M&AAcquisition · Announced

Susquehanna growth equity acquires Tint World automotive brand

Susquehanna Growth Equity (SGE) takes a stake in the 43-year-old Tint World automotive brand.

M&AAcquisition · Completed

Saothair capital partners acquires Gatesair

Saothair Capital Partners, LLC ("Saothair") announced it has completed the acquisition of GatesAir, Inc. ("GatesAir") through a newly-formed affiliate.

Private equity
FundingMinority equity

Tecum capital

Cantilever Group, an independent investment firm specializing in middle‑market GP stakes, announced today that they have made a minority equity investment in Tecum Capital.

Investors Cantilever Group
Investment services
M&AMerger · Announced

Temple university acquires Library Company of Philadelphia

Temple University and the Library Company of Philadelphia are close to nailing down the terms of a proposed merger of the two institutions.

M&AAcquisition · Announced

Stevens capital management acquires Best buy

Stevens Capital Management LP now owns 22,625 shares of the technology retailer’s stock valued at $1,941,000 after purchasing an additional 15,741 shares in the last quarter.

M&AAcquisition · Completed

Graham partners acquires E tech group

Graham Partners is a private investment firm targeting advanced manufacturing companies. E Tech Group is one of the largest automation engineering and system integration firms in North…

Automation Engineering and System Integration
M&AAcquisition · Announced

F.N.B. Corp. acquires Raptor partners

F.N.B. Corp. and its wholly owned broker dealer subsidiary announced Tuesday that it has entered into a definitive agreement to acquire Raptor Partners LLC.

Investment Banking
M&AAcquisition · Announced

F.n.b. corporation acquires Raptor partners

F.N.B. Corporation (NYSE: FNB) and its wholly owned broker dealer subsidiary announced today that it has entered into a definitive agreement to acquire Raptor Partners LLC (Raptor), an…

Investment Banking
M&AAcquisition · Completed

Incline equity partners acquires Command investigations

Private equity firm Incline Equity Partners has acquired Command Investigations , a Florida-based provider of insurance investigation services.

Insurance investigation services
M&AAcquisition · Announced

Navigator Global Investments acquires 1315 capital

Alternative asset management company Navigator Global Investments (ASX: NGI) will pay approximately $111.4 million (US$70.5m) to acquire a 23.5% strategic equity stake in US healthcare…

Healthcare Private Equity
M&AAcquisition · Announced

Wolfe acquires Give inkind

Give InKind has become a wholly-owned subsidiary of Wolfe, a gift card fulfillment company, as the result of an acquisition announced on Monday.

M&AAcquisition · Completed

Pnc riverarch capital acquires Costanzo’s Bakery

PNC Riverarch acquired the Costanzo’s business in 2018.

Wholesale bakery

Investment industry companies in Pennsylvania, by funding and team

Few investment industry 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 447 active companies.

Showing 25 of 50

Investment consulting firm

Investment consultants
US$123.79mSeries C · Jan 2017
—Not available
Commission on transaction / Fee-for-service
14 yr2012
—No postings tracked

Provider of mutual funds, exchange-traded funds, and college savings plans

Asset management
US$106.67mSeries C · Oct 2013
394+4% vs previous recordLinkedIn · Oct 2026
Subscription
30 yr1996
0none in 3 months · last posted Jul 2025

Infrastructure investment firm

Infrastructure funds
US$100.00mPE · Jun 2016
96+28% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
11 yr2015
0none in 3 months · last posted May 2026

Industrial-focused merchant bank investing in long-term value creation and strategic growth

Investment banks
US$13.48mSeries B · Jan 2018
5LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
12 yr2014
—No postings tracked

Private equity investment firm

Private equity funds
US$8.00mSeries A · Dec 2025
3LinkedIn · Jul 2026
Fee-for-service
1 yr2025
—No postings tracked

The company invests in and operates real estate

Real estate funds
US$4.50mSeries A · Feb 2025
—Not available
Commission on transaction / Fee-for-service
2 yr2024
—No postings tracked

Real-estate focused investment advisory firm

Real estate funds
US$3.00mSeries A · Apr 2017
19LinkedIn · Jul 2026
Fee-for-service
18 yr2008
0none in 3 months

Real estate focused investment management firm

Real estate funds
US$2.02mSeed · Jan 2020
1LinkedIn · Jul 2026
Advertising / Commission on transaction
18 yr2008
—No postings tracked

Corporate advisory & management services firm

Investment banks
US$2.00mPE · Aug 2007
33LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
21 yr2005
0none in 3 months · last posted Jun 2026

Digital patient care management tool for doctors

Accelerators & incubators
US$1.49mSeed · Dec 2025
7LinkedIn · Jul 2026
Fee-for-service
6 yr2020
0none in 3 months

Provider of investment funding and operational support for service-based businesses

Private equity funds
US$900kSeed · Oct 2025
6LinkedIn · Jul 2026
Fee-for-service
1 yr2025
0none in 3 months

Platform develops, tests, and commercializes for space applications

Investment consultants
US$715kSeed · Sep 2013
—Not available
Commission on transaction / Fee-for-service
20 yr2006
—No postings tracked

Private equity firm focused on acquisitions

Private equity funds
US$428kSeed · Mar 2025
20+0% 12 mo to Dec 2020LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
21 yr2005
0none in 3 months · last posted Nov 2025

Private foundation focused on healthcare

Limited partners
—None recorded
4,358+2% vs previous recordrecorded
Donations / Fee-for-service
114 yr1912
0none in 3 months · last posted Apr 2026

Pension fund focused on multiple sectors

Limited partners
—None recorded
2+0% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
71 yr1955
—No postings tracked

Manages college finances, investments, budget, endowment, and debt responsibly

Limited partners
—None recorded
1,739LinkedIn · Oct 2026
Fee-for-service
18 yr2008
—No postings tracked

Endowment fund of Allegheny College

Limited partners
—None recorded
983LinkedIn · Oct 2026
Advertising / E-commerce - product
211 yr1815
0none in 3 months · last posted Jul 2025

Private equity firm

Private equity funds
—None recorded
1,659+3% 12 mo to Dec 2021recorded Dec 2021
Commission on transaction / Fee-for-service
20 yr2006
0none in 3 months

Growth equity firm empowering software and information services companies with flexible capital

Private equity funds
—None recorded
1,659+3% 12 mo to Dec 2021recorded Dec 2021
Commission on transaction / Fee-for-service
10 yr2016
0none in 3 months

Endowment fund of Lycoming College

Limited partners
—None recorded
1,226recorded
Fee-for-service
34 yr1992
—No postings tracked

Non-profit organization focused on public health

Limited partners
—None recorded
746+4% vs previous recordLinkedIn · Oct 2026
Fee-for-service
54 yr1972
0none in 3 months · last posted Mar 2026

Private equity fund focused on technology and manufacturing sectors

Private equity funds
—None recorded
869+13% 12 mo to Dec 2021recorded Dec 2021
Commission on transaction / Fee-for-service
127 yr1899
—No postings tracked

PE firm investing in the US

Private equity funds
—None recorded
16+5% 12 mo to Dec 2022LinkedIn · Oct 2026
Fee-for-service
16 yr2010
0none in 3 months

Blank check firm focused on multiple sectors

Asset management
—None recorded
663-1% 12 mo to Dec 2023recorded Dec 2023
Advertising / Commission on transaction
10 yr2016
0none in 3 months

Family office investing in multiple industries

Single family offices
—None recorded
354LinkedIn · Oct 2026
Advertising / Commission on transaction
80 yr1946
0none in 3 months
50 of 447 companies shown here · the full list is on Radar
Fliar Radar

Explore all 447 investment industry companies in Pennsylvania on Radar

This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.

Open investment industry in Pennsylvania on Radar
  • Every company, not just 50All 447 investment industry companies in Pennsylvania, filterable by stage, funding, team size, revenue model and age.
  • Founders and decision-makersLeadership teams with roles and verified LinkedIn profiles, ready for outreach.
  • Live signalsFunding rounds, hiring, launches and M&A as they happen, with alerts on the companies you follow.
  • Save and exportBuild lists, compare companies side by side and export them from your Radar account.

Explore investment industry companies in Pennsylvania by what you are looking for

Browse top investment companies in Pennsylvania by investment sector and strategy. Compare alternative investment industry firms, investment banks, and fund managers.

7 ways to explore investment industry in Pennsylvania

Private equity investment companiesVenture capital fundsInvestment banks & advisory firmsReal estate investment fundsInvestment industry startups in PennsylvaniaInvestment industry companies hiring in Pennsylvania

Private equity investment companies

Find private equity firms investing across industries.

  1. Bass Rock Capital

    Private equity investment firm

    Private equity funds
    See in list
  2. Alka Oaks

    Provider of investment funding and operational support for service-based businesses

    Private equity funds
    See in list
  3. Susquehanna Private Capital

    Growth equity firm empowering software and information services companies with flexible capital

    Private equity funds
    See in list
  4. TouchPoint

    Private equity fund focused on technology and manufacturing sectors

    Private equity funds
    See in list
  5. New Rhein

    PE firm investing in the US

    Private equity funds
    See in list

Venture capital funds

Explore venture capital investors and startup funding firms.

  1. Innovation Works

    Venture capital and startup accelerator firm focused on software, hardware, and life sciences companies

    Accelerators & incubators
    See in list
  2. BioAdvance

    Investing in early-stage life science companies to improve human health

    Venture capital funds
  3. MissionOG

    B2B software investors driving digitization through fintech, data, and software

    Venture capital funds
  4. Safeguard Scientifics

    Venture capital firm investing in early and growth stage companies

    Venture capital funds
  5. Ben Franklin Technology Partners

    Investing in Pennsylvania's technology firms and manufacturers to create sustainable jobs

    Venture capital funds

Investment banks & advisory firms

Find investment banking and corporate advisory companies.

  1. Calibre Group

    Industrial-focused merchant bank investing in long-term value creation and strategic growth

    Investment banks
    See in list
  2. Solebury Capital

    Corporate advisory & management services firm

    Investment banks
    See in list
  3. Paragon Ventures

    Healthcare M&A specialists unlocking value, creating opportunities, and achieving results

    Investment banks
    See in list
  4. Boenning & Scattergood

    Middle market focused investment bank

    Investment banks
    See in list
  5. Griffin Financial Group

    Boutique investment bank offering M&A advisory, financing, and strategic consulting

    Investment banks

Real estate investment funds

Explore real estate funds and property investment managers.

  1. BZS Realty

    The company invests in and operates real estate

    Real estate funds
    See in list
  2. Adams Investor Group

    Real estate focused investment management firm

    Real estate funds
    See in list
  3. Atlis Real Estate Partners

    Real estate fund investing in multiple sectors

    Real estate funds
  4. RE360

    Real estate development company

    Real estate funds
  5. Laurel Real Estate Services

    Private fund and placement agent focused on the blockchain sector

    Investment banks

Investment industry startups in Pennsylvania

Find newer investment industry companies in Pennsylvania.

  1. Bass Rock Capital

    Private equity investment firm

    Private equity funds
    See in list
  2. BZS Realty

    The company invests in and operates real estate

    Real estate funds
    See in list
  3. Alka Oaks

    Provider of investment funding and operational support for service-based businesses

    Private equity funds
    See in list
  4. Continuim Equity Partners

    Private equity fund focused on lower middle-market companies

    Private equity funds
  5. Cora Group

    Provider of management consulting services for business

    Private equity funds
33 companies in Pennsylvania

Investment industry companies hiring in Pennsylvania

Find investment industry companies in Pennsylvania that are hiring.

  1. Hartford Funds

    Provider of mutual funds, exchange-traded funds, and college savings plans

    Asset management
    See in list
  2. Everest Infrastructure Partners

    Infrastructure investment firm

    Infrastructure funds
    See in list
  3. Solebury Capital

    Corporate advisory & management services firm

    Investment banks
    See in list
  4. 3 Rivers Capital

    Private equity firm focused on acquisitions

    Private equity funds
    See in list
  5. Devereux Advanced Behavioral Health

    Private foundation focused on healthcare

    Limited partners
    See in list
21 companies in Pennsylvania

Public investment industry companies in Pennsylvania

Browse publicly listed investment industry companies in Pennsylvania.

  1. Fintech Acquisition

    Blank check firm focused on multiple sectors

    Asset management
    See in list
  2. Hamilton Lane

    Provider of private market investment management, solutions, and related services

    Secondary market funds
    See in list
  3. Safeguard Scientifics

    Venture capital firm investing in early and growth stage companies

    Venture capital funds
  4. Armada Acquisition

    Private equity firm focused on fintech companies

    Private equity funds
  5. Locust Walk Acquisition Corp

    Special purpose acquisition company focused on multiple sectors

    Special purpose acquisition companies
7 companies in Pennsylvania
Mobile reach

Top 3 investment industry apps from Pennsylvania

The most-installed Android apps published by investment industry companies headquartered in Pennsylvania — 66 installs between them. 3 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 3
1

RTD Financial

by RTD Financial

Installs33
Rating—
Last updatedAug 2024
RTD Financial screenshot 1RTD Financial screenshot 2RTD Financial screenshot 3
2

Mill Creek Capital Advisors

by Mill Creek Capital Advisors

Installs21
Rating—
Last updatedMay 2026
Mill Creek Capital Advisors screenshot 1Mill Creek Capital Advisors screenshot 2Mill Creek Capital Advisors screenshot 3Mill Creek Capital Advisors screenshot 4Mill Creek Capital Advisors screenshot 5Mill Creek Capital Advisors screenshot 6
3

NewSpring Events

by NewSpring

Installs12
Rating—
Last updatedNov 2025
NewSpring Events screenshot 1NewSpring Events screenshot 2NewSpring Events screenshot 3
RadarBrowse every investment industry company in Pennsylvania on RadarOpen the full list and use the App Downloads and App Growth filters to keep only companies with a mobile app. This rail shows only the ten most-installed.Browse on Radar
For investors and data teams

Put this intelligence into your own tools

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.

Capital & corporate activity

Investment industry funding and M&A across the United States

767 recorded equity rounds have gone to 23,456 investment industry 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.

equity rounds, last 12 months49

US$1.42bn

equity rounds, last 24 months166

US$2.20bn

raised over five yearsUS$4.55bn

352 rounds in the United States

M&A deals, Pennsylvania36

last 24 months

Capital by year

Equity funding into investment industry in the United States

amount rounds
$581m201852
$1.0bn201936
$148m202024
$347m202137
$648m202247
$839m202338
$568m202474
$777m2025120
$1.4bn202636

Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2019, with US$1.01bn across 36 rounds.

The funding ladder · five years

Rounds and typical cheque by stage

AngelUS$2.50m1 rounds · median US$2.50m
SeedUS$203.96m162 rounds · median US$961k
Series AUS$554.16m97 rounds · median US$4.92m
Series BUS$825.87m63 rounds · median US$13.03m
Series CUS$250.99m7 rounds · median US$35.00m
Series D+US$2.46bn10 rounds · median US$200.00m
Private equityUS$250.00m12 rounds · median US$250.00m
Where the money went · five years

Most-funded sub-sectors

Infrastructure fundsUS$2.42bn26 rounds · 18 companies
Real estate fundsUS$1.12bn170 rounds · 115 companies
Investment banksUS$416.96m32 rounds · 24 companies
Private equity fundsUS$210.50m29 rounds · 27 companies
Accelerators & incubatorsUS$104.86m13 rounds · 10 companies
Investment consultantsUS$44.61m22 rounds · 17 companies
Venture capital fundsUS$35.62m6 rounds · 6 companies
Corporate activity · last 24 months

M&A in Pennsylvania

35Acquisition
1Merger

Most active acquirers

  1. Saothair capital partners4
  2. Guardian capital partners3
  3. Cora group2
  4. CenterSquare Investment Management2
  5. Continuim Equity Partners2

Most acquired or merged

  1. Raptor partners2
  2. Team LINX2
  3. Mill Creek Capital Advisors1
  4. Hartford funds1
  5. Finastra's U.S. Mid-Market banking business1

Each deal appears in the events strip at the top of the page.

Go deeper in the investment industry landscape reports:

Investment Industry Landscape of the United States
Industry landscape report

Investment Industry Landscape of the United States

The financials above are one chapter. The full investment industry landscape of Pennsylvania maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.

  • Market map of every sub-sector
  • Funding & company formation by year
  • Revenue, profit & financial strength
  • Digital footprint: traffic, apps, releases
  • Hiring, skills & pay
  • Founders & leaders
  • News & sentiment
  • Where demand runs ahead of supply
Read the investment industry landscape of Pennsylvania

Investment industry funding in Pennsylvania

13 investment industry companies in Pennsylvania have recorded equity funding, US$367.00m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Pennsylvania

Meet the people behind investment industry companies in Pennsylvania. 265 of 447 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Pennsylvania investment industry companies by sub-sector

The most common specialisations among investment industry companies in Pennsylvania. Open a company to see what it sells, who runs it and how far it has come.

Keep exploring investment industry in the United States and nearby markets.

Company lists

Company listInvestment Industry Companies in Atlanta, United States385 companiesCompany listInvestment Industry Companies in Austin, United States376 companiesCompany listInvestment Industry Companies in Boston, United States621 companiesCompany listInvestment Industry Companies in Chicago, United States740 companiesCompany listInvestment Industry Companies in Dallas, United States497 companiesCompany listInvestment Industry Companies in Denver, United States276 companiesCompany listBusiness Services Companies in Pennsylvania, United States1,660 companiesCompany listEnterprise Applications Companies in Pennsylvania, United States1,277 companiesCompany listHealthcare Companies in Pennsylvania, United States1,148 companiesCompany listConsumer Companies in Pennsylvania, United States862 companiesCompany listLife Sciences Companies in Pennsylvania, United States834 companiesCompany listFinancial Services Companies in Pennsylvania, United States819 companiesCompany listReal Estate and Construction Companies in Pennsylvania, United States797 companiesCompany listHealthTech Companies in Pennsylvania, United States785 companies

Explore more lists: nearby cities and other sectors in Pennsylvania

206 more company lists you can search, plus the Radar directory pages for each place.

Investment industry in nearby cities

Investment industry in other US cities

Other sectors in Pennsylvania

Browse the Radar directory

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