28 Best Pennsylvania Personal Finance Companies and Startups

January 1, 2022

This article showcases our top picks for the best Pennsylvania based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal 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 Personal Finance Startups

Data sourced from Crunchbase and SemRush.

Rondafel

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

Taylor Retirement Services

Crunchbase Website Twitter Facebook Linkedin

Taylor Retirement Services offers investment advisory services.

Taylor Retirement 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.

Taylor Retirement Services

Intellestate Inc

Crunchbase Website Twitter Facebook Linkedin

Bankrate.com for the socially networked

Taylor Retirement Services

Finance.info

Crunchbase Website Twitter Facebook Linkedin

Personal Finance Advice from the Pros

Taylor Retirement Services

Perq

Crunchbase Website Twitter Facebook Linkedin

Perq allows companies to provide student loan repayment as an employee benefit.

Taylor Retirement Services

Lehman Insurance Agency

Crunchbase Website Twitter Facebook Linkedin

Lehman Insurance Agency, Inc. is a family owned business that was started by Keith Lehman in 1968.

Taylor Retirement Services

Specht Insurance Group

Crunchbase Website Twitter Facebook Linkedin

Specht Insurance Group specializes in personal, commercial, life and health insurance services.

Taylor Retirement Services

Mortgage Connect

Crunchbase Website Twitter Facebook Linkedin

Mortgage Connect is a provider of mortgage solutions for originators and servicers.

Taylor Retirement Services

Drexel Hill Mortgage

Crunchbase Website Twitter Facebook Linkedin

Drexel Hill Mortgage helps homeowners and real estate investors with lending, advisory mortgage and loan services.

Taylor Retirement Services

Reliance Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Reliance Financial Advisors provides financial services to its clients.

Taylor Retirement Services

Moneyline Lending

Crunchbase Website Twitter Facebook Linkedin

Moneyline Lending provides mortgage solutions and financial services to its clients.

Taylor Retirement Services

Dernar & Associates

Crunchbase Website Twitter Facebook Linkedin

Dernar & Associates is a financial services company.

Taylor Retirement Services

Sheeley Insurance Agency

Crunchbase Website Twitter Facebook Linkedin

Sheeley Insurance Agency offers liability, commercial property, business auto, flood, auto insurance solutions to individuals & businesses.

Taylor Retirement Services

Covered Bridge Capital

Crunchbase Website Twitter Facebook Linkedin

Covered Bridge Capital renders plaintiff funding and financial support in the field of personal injury, medical, surgery and litigation.

Taylor Retirement Services

Bloyd Street Capital

Crunchbase Website Twitter Facebook Linkedin

Bloyd Street Capital is a real estate development and management company.They build and manage portfolios of residential housing.

Taylor Retirement Services

Cfsbank

Crunchbase Website Twitter Facebook Linkedin

Cfsbank provides services such as online banking, bill pay, personal banking, savings and current accounts.

Taylor Retirement Services

Abundance

Crunchbase Website Twitter Facebook Linkedin

Abundance is an investment advisory firm.

Taylor Retirement Services

Penn East Federal Credit Union

Crunchbase Website Twitter Facebook Linkedin

Penn East Federal Credit Union is a financial firm that offers savings, checking, loans, mortgage and online banking services.

Taylor Retirement Services

Orca Home Loans

Crunchbase Website Twitter Facebook Linkedin

Orca Home Loans provides various types of home loans, refinancing, and mortgage programs as per the market conditions.

Taylor Retirement Services

Leap

Crunchbase Website Twitter Facebook Linkedin

Leap provides professional financial planning and support services that help to manage personal finance

Taylor Retirement Services

The New Music Movement

Crunchbase Website Twitter Facebook Linkedin

#TNM is a Music Career Accelerator Program & Music Business Umbrella Made Up of 3 Separate Companies Which Work As One.

Taylor Retirement Services

Inspire Federal Credit Union

Crunchbase Website Twitter Facebook Linkedin

Inspire Federal Credit Union provides a range of personal and business banking products as well as online banking services.

Taylor Retirement Services

National Penn Bancshares

Crunchbase Website Twitter Facebook Linkedin

National Penn offers a wide range of services, including personal and business banking, insurance, trust and wealth management.

Taylor Retirement Services

Your Money Geek

Crunchbase Website Twitter Facebook Linkedin

Your Money Geek is an American personal finance company and online digital publisher.

Taylor Retirement Services

BudgetSimple

Crunchbase Website Twitter Facebook Linkedin

BudgetSimple is an automated financial planner and free online budget solution that helps people save money and get their finances in order.

Taylor Retirement Services

LIO Insurance

Crunchbase Website Twitter Facebook Linkedin

LIO Insurance is a specialized commercial insurance carrier that offers specialized commercial package products.

Taylor Retirement Services

InvestEdge

Crunchbase Website Twitter Facebook Linkedin

InvestEdge is a leading provider of wealth management solutions to large banks, trust companies, brokerage firms.

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