Mark Smith
This article showcases our top picks for the best Pennsylvania based Finance companies. These startups and companies are taking a variety of approaches to innovating the Finance industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
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Top Pennsylvania Finance Startups
Data sourced from Crunchbase and SemRush.
Wealthcare Solutions, LLC
Crunchbase Website Twitter Facebook Linkedin
Wealthcare Solutions is an investment adviser providing comprehensive financial planning & investment advisory services to individuals.
Innovative Payment Systems
Crunchbase Website Twitter Facebook Linkedin
Innovative Payment Systems offers credit card processing, ATM solutions, small business funding, and point of sales solutions.
J J Katsock
Crunchbase Website Twitter Facebook Linkedin
J J Katsock provides accounting and tax preparation services .
Trellis Consulting
Crunchbase Website Twitter Facebook Linkedin
Trellis Consulting is a business strategy firm that delivers customized solutions to boost diversity gains and eliminate wasted resources.
Opst and Associates
Crunchbase Website Twitter Facebook Linkedin
Opst and Associates is a financial services company.
Steven W Fahnestock & Associates
Crunchbase Website Twitter Facebook Linkedin
Steven W Fahnestock & Associates is a financial services company located in Camp Hill.
Jhanti Enterprises
Crunchbase Website Twitter Facebook Linkedin
Jhanti Enterprises offers financial services and is a registered investment advisor.
Summit Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Summit Financial Advisors provide financial and investment services.
Trip&Safe
Crunchbase Website Twitter Facebook Linkedin
Trip&Safe is an app that provides automatic pay-per-day travel insurance services.
Clarityconsultationcom
Crunchbase Website Twitter Facebook Linkedin
Clarityconsultationcom is an insurance company located in Philadelphia.
Jones Taxes & Financial Services
Crunchbase Website Twitter Facebook Linkedin
Jones Taxes & Financial Services is an accounting and tax preparation firm.
Finance 4 the People
Crunchbase Website Twitter Facebook Linkedin
Online business and finance resource
McDermott Income Tax & Payroll Services
Crunchbase Website Twitter Facebook Linkedin
McDermott Income Tax & Payroll Services is an accounting firm.
TEN22 Private Wealth
Crunchbase Website Twitter Facebook Linkedin
TEN22 Private Wealth provides financial planning and authentic wealth services.
Affordable Home Mortgage
Crunchbase Website Twitter Facebook Linkedin
Affordable Home Mortgage offers jumbo home, VA home, USDA home, FHA home, conventional loans, reverse mortgages, and refinancing services.
Plumtree Financial Planning
Crunchbase Website Twitter Facebook Linkedin
PlumTree Financial Planning is a provider of financial services.
Terri Johnson
Crunchbase Website Twitter Facebook Linkedin
Terri Johnson provides accounting and tax services.
Rondafel
Crunchbase Website Twitter Facebook Linkedin
Rondafel helps you organize with a small group of your closest friends to save money for shared goals.
Taylor Retirement Services
Crunchbase Website Twitter Facebook Linkedin
Taylor Retirement Services offers investment advisory services.
Polton Financial
Crunchbase Website Twitter Facebook Linkedin
Polton Financial is a full-service financial institution.
Morebank
Crunchbase Website Twitter Facebook Linkedin
Morebank provides Internet banking, lending, tax consulting, business financing, savings account and term deposit services.
All Credit Home Loans
Crunchbase Website Twitter Facebook Linkedin
All Credit Home Loans is a mortgage brokerage company offering low mortgage rates on hundreds of programs.
Seager, Seager, Webb
Crunchbase Website Twitter Facebook Linkedin
Seager, Seager, Webb offers tax planning, payroll, audits, and accounting services for individuals and businesses.
Mock Bosco & Associates
Crunchbase Website Twitter Facebook Linkedin
Mock Bosco & Associates specializes in accounting, auditing, taxation and business consulting services.
M&A Finders
Crunchbase Website Twitter Facebook Linkedin
M&A Finders is a mergers & acquisitions advisory firm providing professional business services.
Scaletta Cpa & Associates
Crunchbase Website Twitter Facebook Linkedin
Scaletta Cpa & Associates specializes in online accounting with professional, personalized services and guidance to clients.
McLaren & Co., PC CPAs
Crunchbase Website Twitter Facebook Linkedin
McLaren & Co., PC CPAs is a accounting & tax service firm.
NEPA Accounting & Consulting
Crunchbase Website Twitter Facebook Linkedin
NEPA Accounting & Consulting provides taxes, accounting, and financial services.
CPC Financial Planning Inc
Crunchbase Website Twitter Facebook Linkedin
CPC Financial Planning helps businesses & individuals make informed financial decisions by providing a suite of related financial services.
Alcoa Pittsburgh Federal Credit Union
Crunchbase Website Twitter Facebook Linkedin
Alcoa Pittsburgh Federal Credit Union provides loans, personal insurance, investment, credit and financial services.
PA HealthCare Credit Union
Crunchbase Website Twitter Facebook Linkedin
PA HealthCare Credit Union is a non-for-profit and full-service member-owned financial institution.
Red Spruce Capital
Crunchbase Website Twitter Facebook Linkedin
Red Spruce Capital serves individuals and companies with investment management, asset allocation and portfolio management services.
Morris Risk Management
Crunchbase Website Twitter Facebook Linkedin
Morris Risk Management full-service insurance brokerage that offers products from numerous insurance companies.
Philadelphia Stock Transfer
Crunchbase Website Twitter Facebook Linkedin
Philadelphia Stock Transfer is a stock transfer company.
Vescio Asset Management
Crunchbase Website Twitter Facebook Linkedin
Vescio Asset Management is an investment firm.
The Scullin
Crunchbase Website Twitter Facebook Linkedin
The Scullin delivers financial reporting and corporate administrative services for businesses of all sizes.
Kirk Summa & Co
Crunchbase Website Twitter Facebook Linkedin
Kirk Summa & Co is an accounting firm that provides business valuation, auditing, payroll, estate/retirement planning and taxation services.
Allegheny Central Employees Federal Union
Crunchbase Website Twitter Facebook Linkedin
Allegheny Central Employees Federal Credit Union offers credit and debit cards, online banking, and other financial services.
Aufman Associates
Crunchbase Website Twitter Facebook Linkedin
Aufman Associates is a financial counseling and management company.
B&R Accounting
Crunchbase Website Twitter Facebook Linkedin
B&R Accounting offers small business accounting, bookkeeping, payroll, wealth management, tax & business valuation services for businesses.
The Signal
Crunchbase Website Twitter Facebook Linkedin
Signal is a provider of third-party administration, repair, logistics, and insurance services for wireless handset insurance programs.
Epstein Tabor & Schorr CPA
Crunchbase Website Twitter Facebook Linkedin
Epstein Tabor & Schorr CPA render accounting, business succession planning, audit, taxation and business consulting services.
Coach, Kopko, Shorts & Reids
Crunchbase Website Twitter Facebook Linkedin
Coach, Kopko, Shorts and Reid is a financial planning firm that provides consulting, payroll, accounting and taxation services.
Stanwood Area Federal Credit Union
Crunchbase Website Twitter Facebook Linkedin
Stanwood Area Federal Credit Union provides loans, visa checks, share accounts, visa credit cards and investment services.
Muddy Creek Energy Investments
Crunchbase Website Twitter Facebook Linkedin
Muddy Creek Energy Investments is a real assets investment firm.
iValue Financial Planning
Crunchbase Website Twitter Facebook Linkedin
iValue Financial Planning is a financial advisory firm that provides professional financial guidance.
Old Guard Group
Crunchbase Website Twitter Facebook Linkedin
The company provided property and casualty insurance for farms, small and medium size businesses, and residences.
InvestorClarity.org
Crunchbase Website Twitter Facebook Linkedin
Matches Investors to Financial Advisors
Valley Green Capital Partners
Crunchbase Website Twitter Facebook Linkedin
Valley Green Capital Partners is an investment banking firm that provides sourcing capital, debt and equity real estate financing services.
BargainLease
Crunchbase Website Twitter Facebook Linkedin
BargainLease is an equipment leasing company providing financing at very competitive rates for almost any kind of business.
Valor Federal Credit Union
Crunchbase Website Twitter Facebook Linkedin
Valor Credit Union began with humble roots, but today operates as one of the largest Credit Unions in the Commonwealth of Pennsylvania.
Denovus Corporation
Crunchbase Website Twitter Facebook Linkedin
Denovus Corporation is a debt collection and receivables management company.
Faren & Associates
Crunchbase Website Twitter Facebook Linkedin
Faren & Associates offers accounting and auditing services.
Celeste Ann Midkiff
Crunchbase Website Twitter Facebook Linkedin
Celeste Ann Midkiff provides accounting and tax services.
Spirit Financial Credit Union
Crunchbase Website Twitter Facebook Linkedin
Spirit Financial Credit Union provides financial services.
2see Technology
Crunchbase Website Twitter Facebook Linkedin
2see Technology is the parent company responsible for creating several popular websites. Used Cars On-Line is one
Eagle Rock Financial Advisers
Crunchbase Website Twitter Facebook Linkedin
Eagle Rock Financial Advisers is an investment advisory firm.
Aberdeen Israel Fund
Crunchbase Website Twitter Facebook Linkedin
The Fund seeks long-term capital appreciation by investing primarily in equity securities of Israeli companies.
A One Professional
Crunchbase Website Twitter Facebook Linkedin
A One Professional is an accounting firm.
Cataldo Financial & Consulting Group
Crunchbase Website Twitter Facebook Linkedin
Cataldo Financial and Consulting Group offers bookkeeping, accountancy, advisory, taxation, payroll, and financial statement preparation.
Thriive Financial Consultants
Crunchbase Website Twitter Facebook Linkedin
Thriive Financial Consultants is a credit counselling service such as financial assisting, educating and coaching solutions.
Penn Hudson
Crunchbase Website Twitter Facebook Linkedin
Penn Hudson is a management consulting firm that specializes in strategy, performance, mergers, analytics and financing services.
The Balance You Need
Crunchbase Website Twitter Facebook Linkedin
The Balance You Need is a company that focus on Natural health educating, and wealth building strategies.
Matthew 25 Fund
Crunchbase Website Twitter Facebook Linkedin
The Matthew 25 Fund is a no-load growth and value mutual fund.
Community Development Financial Institution
Crunchbase Website Twitter Facebook Linkedin
CDFI mission is to encourage fair access to financial resources for America’s underserved people and communities.
Archbrook
Crunchbase Website Twitter Facebook Linkedin
Archbrook is an investment management firm that provides financial services with a wide range of mutual fund schemes for investment.
Liberty Financial Strategies
Crunchbase Website Twitter Facebook Linkedin
Liberty Financial Strategies provides comprehensive financial services.
SwiftCeipt
Crunchbase Website Twitter Facebook Linkedin
Consumer digital receipt management and corporate analytic. We allow consumers to never lose a receipt again.
CFAP Group
Crunchbase Website Twitter Facebook Linkedin
CFAP Group specializes in accounting, payroll, business consulting, tax planning and preparation services.
Frank P Hess CPA
Crunchbase Website Twitter Facebook Linkedin
Frank P. Hess, CPA offers accountancy, consultation, auditing, and financial statement preparation services.
Stursberg and Fine
Crunchbase Website Twitter Facebook Linkedin
Stursberg and Fine is a commercial real estate lender that offers advice and financial services for a various types of properties.
Rorer Asset Management, LLC
Crunchbase Website Twitter Facebook Linkedin
Rorer Asset Management LLC operates as an asset management firm.
The Symmetrical Group
Crunchbase Website Twitter Facebook Linkedin
The Symmetrical Group is a financial firm that specializes in M&A, investment management and financial advisory services.
Fred Tax Service
Crunchbase Website Twitter Facebook Linkedin
Fred Tax Service offers financial services in taxation, bookkeeping, accounting and business consulting.
Park City Capital
Crunchbase Website Twitter Facebook Linkedin
Park City Capital is a financial advisory that offers services in wealth management, estate planning, investment banking, & capital raising.
Alterra Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Alterra Wealth Management offers customized wealth management strategies and solutions.
Keystone Lending Alliance
Crunchbase Website Twitter Facebook Linkedin
Keystone Lending Alliance fixates to meet the needs of dealerships, credit unions and their members with automobile lending services.
Buckingham Lending
Crunchbase Website Twitter Facebook Linkedin
Buckingham Lending is a mortgage brokerage firm that provides financial services.
Rasslers Financial
Crunchbase Website Twitter Facebook Linkedin
Rasslers Financial is a legal service industry firm.
RPC
Crunchbase Website Twitter Facebook Linkedin
RPC is a mortgage banking firm that offers commercial real estate financial services & focuses on debt & equity for cash-flow transactions.
Stone Securities
Crunchbase Website Twitter Facebook Linkedin
Stone Securities specializes in cash management, mutual fund, documentation, estate investment, stock purchase, and consolidation services.
Core Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Core Wealth Management is a financial services firm that provides advice & assistance to business & individuals to pursue financial goals.
CFS Clinical
Crunchbase Website Twitter Facebook Linkedin
CFS Clinical focuses on the business and financial management activities for clinical trials.
National Bond & Collection Associates
Crunchbase Website Twitter Facebook Linkedin
National Bond & Collection Associates is a debt collection agency
Cambridge Advisory Group
Crunchbase Website Twitter Facebook Linkedin
Cambridge Advisory Group is a consulting company that provides health, pharmacy, welfare, and retirement services for employer clients.
MidMarket Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
MidMarket Capital Advisors is a consulting firm that offers advise on private, public equity, debt financing and strategic investments.
Aberdeen Indonesia Fund
Crunchbase Website Twitter Facebook Linkedin
The Fund seeks long-term capital appreciation as a primary objective and income as a secondary objective.
TruMark Dealer Services
Crunchbase Website Twitter Facebook Linkedin
TruMark Dealer Services specializes in providing financing solutions and insurance products to RV, Powersports and marine industry dealers.
Kern and Company
Crunchbase Website Twitter Facebook Linkedin
Kern and Company is a financial firm that offers business valuation, litigation support consultation, accounting and financial services.
PA Retirement Solutions
Crunchbase Website Twitter Facebook Linkedin
PA Retirement Solutions provides administrative and consulting services to companies.
Perq
Crunchbase Website Twitter Facebook Linkedin
Perq allows companies to provide student loan repayment as an employee benefit.
Schuylkill Financial
Crunchbase Website Twitter Facebook Linkedin
Schuylkill Financial is a financial planning firm that offers wealth & investment management, retirement planning, and estate planning.
Mccarrells Notary
Crunchbase Website Twitter Facebook Linkedin
McCarrell’s Notary offers vehicle registrations, drivers license, license plates, title transfers, insurance, and notary services.
Smith Asset Management
Crunchbase Website Twitter Facebook Linkedin
Smith Asset Management is a Bucks County, PA-based independent, fee-only financial advisor serving affluent individuals and corporations.
Northeast Insurance & Financial Consultants
Crunchbase Website Twitter Facebook Linkedin
Northeast Insurance & Financial Consultants offer a comprehensive range of insurance and financial planning products and services.
Petrocelli & Company
Crunchbase Website Twitter Facebook Linkedin
Petrocelli & Company renders taxation, accounting, payroll, fiduciary and estate planning services for both individuals and businesses.
MEH Investments
Crunchbase Website Twitter Facebook Linkedin
MEH Investments is a financial services company.
Metro Bank
Crunchbase Website Twitter Facebook Linkedin
Metro Bank operates as a regional financial services retailer.
IVC Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
IVC Wealth Advisors provides financial and investment services.
