Mark Smith
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
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.
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.
Perq
Crunchbase Website Twitter Facebook Linkedin
Perq allows companies to provide student loan repayment as an employee benefit.
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.
Specht Insurance Group
Crunchbase Website Twitter Facebook Linkedin
Specht Insurance Group specializes in personal, commercial, life and health insurance services.
Mortgage Connect
Crunchbase Website Twitter Facebook Linkedin
Mortgage Connect is a provider of mortgage solutions for originators and servicers.
Drexel Hill Mortgage
Crunchbase Website Twitter Facebook Linkedin
Drexel Hill Mortgage helps homeowners and real estate investors with lending, advisory mortgage and loan services.
Reliance Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Reliance Financial Advisors provides financial services to its clients.
Moneyline Lending
Crunchbase Website Twitter Facebook Linkedin
Moneyline Lending provides mortgage solutions and financial services to its clients.
Dernar & Associates
Crunchbase Website Twitter Facebook Linkedin
Dernar & Associates is a financial services company.
Sheeley Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
Sheeley Insurance Agency offers liability, commercial property, business auto, flood, auto insurance solutions to individuals & businesses.
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.
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.
Cfsbank
Crunchbase Website Twitter Facebook Linkedin
Cfsbank provides services such as online banking, bill pay, personal banking, savings and current accounts.
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.
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.
Leap
Crunchbase Website Twitter Facebook Linkedin
Leap provides professional financial planning and support services that help to manage personal finance
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.
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.
Crunchbase Website Twitter Facebook Linkedin
National Penn offers a wide range of services, including personal and business banking, insurance, trust and wealth management.
Your Money Geek
Crunchbase Website Twitter Facebook Linkedin
Your Money Geek is an American personal finance company and online digital publisher.
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.
LIO Insurance
Crunchbase Website Twitter Facebook Linkedin
LIO Insurance is a specialized commercial insurance carrier that offers specialized commercial package products.
InvestEdge
Crunchbase Website Twitter Facebook Linkedin
InvestEdge is a leading provider of wealth management solutions to large banks, trust companies, brokerage firms.
