Best Services for Investment Industry Companies in Pennsylvania, United States
The 56 best Services for Investment Industry companies in Pennsylvania, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: 275 Funding.
Ranked: Best Services for Investment Industry companies in Pennsylvania
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | 275 Funding Provider of investment services | $49M | 46 mo ago | Funding Raised | Elliot Goldberg Owner | 2022 | — | — |
| 2 | National Energy Improvement Fund National Energy Improvement Fund | Financing Energy Efficiency Projects | $8M | 25 mo ago | Series A | — | — | WordPressMySQLPHP+23 | — |
| 3 | Finresi Online platform for investing in real estate secured loans | $7M | 32 mo ago | Funding Raised | Kirk Ayzenberg Co-Founder | 2021 | UbuntuHeadless UIReact+20 | — |
| 4 | Full Guard Capital Provider of business investment services | $6M | 38 mo ago | Series A | Josh Welk Founder | 2022 | — | 2 partnerships |
| 5 | Nth Round Liquidity solutions for private businesses | $4M | 97 mo ago | Seed | Chris Mcconnell Co-Founder | 2018 | WebflowAmazon Web ServicesDrift+26 | — |
| 6 | Archetype Provider of consulting services and investment opportunities | $4M | 39 mo ago | Series A | Chetan Bagga Founder & CEO | 2009 | — | — |
| 7 | Aeris Solutions for impact investment | — | 31 mo ago | Funding Raised | Paige Chapel President & CEO | 2004 | — | — |
| 8 | Ategenos Capital Provider of investment services | — | 36 mo ago | Seed | Jason Moore CEO | 2022 | — | — |
Top 9 Services for Investment Industry companies in Pennsylvania
#1
Series A · Allentown, Pennsylvania$7.5Mraised▾
NEIF finances energy efficiency projects. Leveragefinance solutions for more resilient commercial, residential, and municipal energy improvements.
#2
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
#3
Funding Raised · Gladwyne, Pennsylvania · founded 2022$49.4Mraised▾
Provider of investment services
- Aug 2022Conventional Debt$3.1M
- Jul 2022Conventional Debt$46.4M
#4
Series A · Wayne, Pennsylvania · founded 2022$6Mraised▾
Provider of business investment services
- Apr 2023Series A$6M
#5
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
#6
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
#7
Funding Raised · Philadelphia, Pennsylvania · founded 2004 · 29 employees—raised▾
Aeris provides impact investment and management solutions for fund managers. It features impact investing tools for selection, collection, management, and reporting of impact and financial data. It offers due diligence and monitoring tools for investment decision-making.
- Dec 2023Grant (prize money)—
#8
Seed · Berwyn, Pennsylvania · founded 2022 · 13 employees—raised▾
Provider of investment services
- Jun 2023Seed—
#9
Funding Raised · Bala Cynwyd, Pennsylvania · founded 1996 · 19 employees—raised▾
Investment management firm
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Services for Investment Industry coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.