This article showcases our top picks for the best Pennsylvania based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services 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
Top Pennsylvania Financial Services 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.
IBT Bancorp
Crunchbase Website Twitter Facebook Linkedin
IBT Bancorp provides commercial and retail banking and trust services.
Merit Investment Management
Crunchbase Website Twitter Facebook Linkedin
Merit Investment Management is a financial consulting agency that offers investment advisory and retirement planning services.
J J Katsock
Crunchbase Website Twitter Facebook Linkedin
J J Katsock provides accounting and tax preparation services .
Lancaster National Bank
Crunchbase Website Twitter Facebook Linkedin
The Lancaster National Bank is located in Lancaster and is a full-service bank offering many great services to its customers.
Liberty Place Capital
Crunchbase Website Twitter Facebook Linkedin
Liberty Place Capital is a private investment firm that focuses on acquiring and operating companies.
Scalise Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Scalise Financial Advisors provides various types of financial services & financial advice to clients.
Styer Associates
Crunchbase Website Twitter Facebook Linkedin
Styer Associates offers accounting, IRS representation, business audits, payroll, tax management, financial & retirement planning services.
Van Reed Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Van Reed Wealth Management is an independent wealth management and investment advisory firm that provides comprehensive financial services.
Thomas J. McBride III, JD
Crunchbase Website Twitter Facebook Linkedin
IRA, Wealth Management, Financial Planning, Retirement Planning, Financial Advisor
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.
Alvin Clay Financial Advisors LLC
Crunchbase Website Twitter Facebook Linkedin
Financial Advisor, 401(k), Investment Management, Financial Planning
Summit Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Summit Financial Advisors provide financial and investment services.
Yardley Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Yardley Wealth Management is a financial services company located in Newtown.
Sector Analysts
Crunchbase Website Twitter Facebook Linkedin
Sector Analysts primarily provide financial planning and investment management to individuals and businesses.
David W Hagstrom CPA
Crunchbase Website Twitter Facebook Linkedin
David W Hagstrom CPA is an accounting firm that offers payroll, QuickBooks, bank financing, succession, tax planning & preparation services.
Masland & Barrick Advisory
Crunchbase Website Twitter Facebook Linkedin
Masland & Barrick Advisory provides financial planning services such as wealth management and retirement income strategies.
Medical Revenue Associates
Crunchbase Website Twitter Facebook Linkedin
Medical Revenue Associates renders medical billing, credentialing, collections, account receivable, and revenue cycle management services.
Darlene Doty- Primerica
Crunchbase Website Twitter Facebook Linkedin
Financial Services in Lewisburg, PA
Commercial Investors Group
Crunchbase Website Twitter Facebook Linkedin
Commercial Investors Group provides property buying and selling, property leasing, property investment, and property management services.
Dollars and Sense Bookkeeping
Crunchbase Website Twitter Facebook Linkedin
Dollars and Sense Bookkeeping provides payroll, bank deposit delivery, taxation, quickbooks, and financial statements preparation services.
Jones Taxes & Financial Services
Crunchbase Website Twitter Facebook Linkedin
Jones Taxes & Financial Services is an accounting and tax preparation firm.
Gimont & Associates
Crunchbase Website Twitter Facebook Linkedin
Gimont & Associates offers accounting, bookkeeping, business consulting, taxation, payroll, notary public, and retirement planning services.
Pennrock Financial Services
Crunchbase Website Twitter Facebook Linkedin
PennRock Financial Services Corp. is the holding company for Blue Ball National Bank.
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.
Jade Financial Corp
Crunchbase Website Twitter Facebook Linkedin
Formed as a Pennsylvania-chartered corporation to be the holding company for IGA.
Keystone Heritage Group
Crunchbase Website Twitter Facebook Linkedin
Keystone Heritage Group engages in the general commercial and retail banking, mortgage banking, and trust business.
Second Curve Capital
Crunchbase Website Twitter Facebook Linkedin
Second Curve Capital renders funding, investment returns, accounting, and financial services.
LINC Wealth Solutions
Crunchbase Website Twitter Facebook Linkedin
LINC Wealth Solutions provides young professionals with financial planning, investment advisory, and wealth management services.
VIST Financial
Crunchbase Website Twitter Facebook Linkedin
VIST Financial provides various banking and financial products and 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.
Total Payroll Services, Inc.
Crunchbase Website Twitter Facebook Linkedin
Total Payroll Services Inc is a financial services company based out of P.O. BOX 10996, Lancaster, Pennsylvania, United States.
Psb Bancorp
Crunchbase Website Twitter Facebook Linkedin
Psb Bancorp is a holding company for the Pennsylvania Bank that offers its users with commercial banking services.
Empire Capital & Consulting Corp
Crunchbase Website Twitter Facebook Linkedin
Empire Capital & Consulting Corp is a provider of strategic financial solution.
Plumtree Financial Planning
Crunchbase Website Twitter Facebook Linkedin
PlumTree Financial Planning is a provider of financial services.
Ascinsure
Crunchbase Website Twitter Facebook Linkedin
Ascinsure provides risk underwriting services and insurance covering cranes, scaffoldings, rental equipment, and party goods dealers.
Main Street Capital Holdings
Crunchbase Website Twitter Facebook Linkedin
Main Street Capital Holdings is private equity firm that makes equity investments.
Terri Johnson
Crunchbase Website Twitter Facebook Linkedin
Terri Johnson provides accounting and tax services.
Cwienkala & Salfi
Crunchbase Website Twitter Facebook Linkedin
Cwienkala and Salfi operates as an accounting firm.
McKeever Varga & Senko
Crunchbase Website Twitter Facebook Linkedin
McKeever Varga & Senko offers accounting, bookkeeping, retirement planning, business valuations, taxation, and computer consulting services.
Shovel Technologies
Crunchbase Website Twitter Facebook Linkedin
Shovel Technologies is an IT-enabled services firm providing end-to-end business process outsourcing services to clients.
Mangold’s Tax Service
Crunchbase Website Twitter Facebook Linkedin
Mangold’s Tax Service provides tax preparation 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.
Business Growth Alliance
Crunchbase Website Twitter Facebook Linkedin
Business Growth Alliance specializes in business valuation, merger and acquisition assistance, litigation support, audit, and tax services.
Taylor Retirement Services
Crunchbase Website Twitter Facebook Linkedin
Taylor Retirement Services offers investment advisory services.
Sidway Consultants, Inc
Crunchbase Website Twitter Facebook Linkedin
Sidway Consultants, Inc is an accounting & fraud investigation company providing auditing, financial, tax, & fraud investigation services.
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.
OneSource Retirement Advisors
Crunchbase Website Twitter Facebook Linkedin
OneSource Retirement Advisors, an independent financial advisory practice.
North Penn Bancorp
Crunchbase Website Twitter Facebook Linkedin
North Penn Bancorp, which acts as a bank, offers services, including current accounts, home and enterprise loans and internet banking.
Lincoln United Mortgage
Crunchbase Website Twitter Facebook Linkedin
Lincoln United Mortgage provides a comprehensive range of loans programs and mortgage products along with refinancing services.
Ichor Partners
Crunchbase Website Twitter Facebook Linkedin
Ichor Partners is a Forensic Wealth Management firm.
Drovers Bancshares Corp.
Crunchbase Website Twitter Facebook Linkedin
Drovers Bancshares Corp. offers banking services to individuals and commercial customers.
Devon Financial Partners
Crunchbase Website Twitter Facebook Linkedin
DFP is a financial services company.
Mock Bosco & Associates
Crunchbase Website Twitter Facebook Linkedin
Mock Bosco & Associates specializes in accounting, auditing, taxation and business consulting services.
Weseloh Carney & Company
Crunchbase Website Twitter Facebook Linkedin
Weseloh Carney & Company is an accounting firm that offers a comprehensive range of accounting and business consulting services.
Chemel Kornick & Mooney
Crunchbase Website Twitter Facebook Linkedin
Chemel Kornick & Mooney offers estate and trust planning, tax preparation, mergers and acquisitions solutions for versatile industries.
John T. Fretz Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
John T. Fretz, an independent insurance agency.
M&A Finders
Crunchbase Website Twitter Facebook Linkedin
M&A Finders is a mergers & acquisitions advisory firm providing professional business services.
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.
Riley Rodzianko & Company
Crunchbase Website Twitter Facebook Linkedin
Riley Rodzianko & Company offers accounting, payroll, litigation support, cash flow management, taxation, and business consulting services.
Citizens Savings Bank
Crunchbase Website Twitter Facebook Linkedin
Citizens Savings Bank is a local community bank that has been serving Northeastern PA for over 100 years.
J.L. Cohen & Associates
Crunchbase Website Twitter Facebook Linkedin
J.L. Cohen & Associates offers accounting, investment strategies, business valuation, tax planning and preparation 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.
Daily Underwriters of America
Crunchbase Website Twitter Facebook Linkedin
Daily Underwriters of America specializes in offering an extensive range of trucking insurance products and 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.
Polish National Union of America
Crunchbase Website Twitter Facebook Linkedin
Polish National Union of America provides fraternal programs, life insurance protection, investment and retirement planning services.
Traffic Service Bureau
Crunchbase Website Twitter Facebook Linkedin
Traffic Service Bureau provides bill auditing, payment, and damage claim services to the freight industry.
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.
Morris Risk Management
Crunchbase Website Twitter Facebook Linkedin
Morris Risk Management full-service insurance brokerage that offers products from numerous insurance companies.
Adjusting Entries
Crunchbase Website Twitter Facebook Linkedin
Adjusting Entries is an accounting firm that specializes in payroll, bookkeeping, financial statement and taxation services.
Torri Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
Torri Insurance Agency is a company that serves the greater Philadelphia area by providing several different types of insurance packages.
Black Oak Weath Management
Crunchbase Website Twitter Facebook Linkedin
Black Oak Weath Management is a weath management firm.
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.
Wiley Group
Crunchbase Website Twitter Facebook Linkedin
Wiley Group is a Provider of financial planning services.
Lifetime Tax Service
Crunchbase Website Twitter Facebook Linkedin
Lifetime Tax Service offers tax preparation, business strategies, tax planning, investment planning & personal financial planning services.
Evans Mehlhorn & Miller
Crunchbase Website Twitter Facebook Linkedin
Evans Mehlhorn & Miller offers accounting, auditing, bookkeeping, payroll, tax preparation and compliance solutions.
AIFG
Crunchbase Website Twitter Facebook Linkedin
AIFG provides education, training, employee benefit, programs, faculty, and financial services.
3 River Wealth Management Group
Crunchbase Website Twitter Facebook Linkedin
3 River Wealth Management Group provides investment advice, tax, insurance, estate and retirement planning services.
Kleinhenz & Company
Crunchbase Website Twitter Facebook Linkedin
Kleinhenz & Company offers accounting, payroll, new business formation, estate planning, quickbooks, tax planning, and preparation services.
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.
IFA Benefits
Crunchbase Website Twitter Facebook Linkedin
IFA Benefits is a consulting firm that renders business, estate, protection, and retirement planning services to individuals and businesses.
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.
Walter Hopkins & Company
Crunchbase Website Twitter Facebook Linkedin
Walter Hopkins & Company offers financial solutions such as accounting, financial forecasts, IRS representation and consulting services.
Susquehanna Bancshares Inc
Crunchbase Website Twitter Facebook Linkedin
Susquehanna Bancshares Inc is a banking company.
Beck, Gogolski & Co
Crunchbase Website Twitter Facebook Linkedin
Beck, Gogolski & Co renders tax management, accounting, bookkeeping, payroll, retirement planning, and financial consulting 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.
StockTrans
Crunchbase Website Twitter Facebook Linkedin
StockTrans is an industry stock transfer agent helping small and mid-cap companies.
Wellspring FV
Crunchbase Website Twitter Facebook Linkedin
Wellspring FV competitors, funding, market capitalization, and similar companies in the industries.
Joseph Ryan Investments
Crunchbase Website Twitter Facebook Linkedin
Joseph Ryan Investments mission is to help expedite the process for individuals that either are looking to sell their own home.
G&G Underwriters
Crunchbase Website Twitter Facebook Linkedin
G&G Underwriters provides services to agents, brokers, and policyholders to handle all aspects of the insurance application submission.
GMG Underwriters
Crunchbase Website Twitter Facebook Linkedin
GMG Underwriters is a specialist insurance intermediary for international insurances of foreign package, kidnap, accident & political risk.
Rennie & Associates
Crunchbase Website Twitter Facebook Linkedin
Rennie & Associates provides outsourced accounting, audits, assurance, business consulting, management advisory and tax management services.