101 Best Pennsylvania Financial Services Companies and Startups

December 30, 2021
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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

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Top Pennsylvania Financial Services Startups

Data sourced from Crunchbase and SemRush.

Wealthcare Solutions, LLC

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

IBT Bancorp

Crunchbase Website Twitter Facebook Linkedin

IBT Bancorp provides commercial and retail banking and trust services.

IBT Bancorp

Merit Investment Management

Crunchbase Website Twitter Facebook Linkedin

Merit Investment Management is a financial consulting agency that offers investment advisory and retirement planning services.

IBT Bancorp

J J Katsock

Crunchbase Website Twitter Facebook Linkedin

J J Katsock provides accounting and tax preparation services .

IBT Bancorp

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.

IBT Bancorp

Liberty Place Capital

Crunchbase Website Twitter Facebook Linkedin

Liberty Place Capital is a private investment firm that focuses on acquiring and operating companies.

IBT Bancorp

Scalise Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Scalise Financial Advisors provides various types of financial services & financial advice to clients.

IBT Bancorp

Styer Associates

Crunchbase Website Twitter Facebook Linkedin

Styer Associates offers accounting, IRS representation, business audits, payroll, tax management, financial & retirement planning services.

IBT Bancorp

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.

IBT Bancorp

Thomas J. McBride III, JD

Crunchbase Website Twitter Facebook Linkedin

IRA, Wealth Management, Financial Planning, Retirement Planning, Financial Advisor

IBT Bancorp

Steven W Fahnestock & Associates

Crunchbase Website Twitter Facebook Linkedin

Steven W Fahnestock & Associates is a financial services company located in Camp Hill.

IBT Bancorp

Jhanti Enterprises

Crunchbase Website Twitter Facebook Linkedin

Jhanti Enterprises offers financial services and is a registered investment advisor.

IBT Bancorp

Alvin Clay Financial Advisors LLC

Crunchbase Website Twitter Facebook Linkedin

Financial Advisor, 401(k), Investment Management, Financial Planning

IBT Bancorp

Summit Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Summit Financial Advisors provide financial and investment services.

IBT Bancorp

Yardley Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Yardley Wealth Management is a financial services company located in Newtown.

IBT Bancorp

Sector Analysts

Crunchbase Website Twitter Facebook Linkedin

Sector Analysts primarily provide financial planning and investment management to individuals and businesses.

IBT Bancorp

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.

IBT Bancorp

Masland & Barrick Advisory

Crunchbase Website Twitter Facebook Linkedin

Masland & Barrick Advisory provides financial planning services such as wealth management and retirement income strategies.

IBT Bancorp

Medical Revenue Associates

Crunchbase Website Twitter Facebook Linkedin

Medical Revenue Associates renders medical billing, credentialing, collections, account receivable, and revenue cycle management services.

IBT Bancorp

Darlene Doty- Primerica

Crunchbase Website Twitter Facebook Linkedin

Financial Services in Lewisburg, PA

IBT Bancorp

Commercial Investors Group

Crunchbase Website Twitter Facebook Linkedin

Commercial Investors Group provides property buying and selling, property leasing, property investment, and property management services.

IBT Bancorp

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.

IBT Bancorp

Jones Taxes & Financial Services

Crunchbase Website Twitter Facebook Linkedin

Jones Taxes & Financial Services is an accounting and tax preparation firm.

IBT Bancorp

Gimont & Associates

Crunchbase Website Twitter Facebook Linkedin

Gimont & Associates offers accounting, bookkeeping, business consulting, taxation, payroll, notary public, and retirement planning services.

IBT Bancorp

Pennrock Financial Services

Crunchbase Website Twitter Facebook Linkedin

PennRock Financial Services Corp. is the holding company for Blue Ball National Bank.

IBT Bancorp

McDermott Income Tax & Payroll Services

Crunchbase Website Twitter Facebook Linkedin

McDermott Income Tax & Payroll Services is an accounting firm.

IBT Bancorp

TEN22 Private Wealth

Crunchbase Website Twitter Facebook Linkedin

TEN22 Private Wealth provides financial planning and authentic wealth services.

IBT Bancorp

Jade Financial Corp

Crunchbase Website Twitter Facebook Linkedin

Formed as a Pennsylvania-chartered corporation to be the holding company for IGA.

IBT Bancorp

Keystone Heritage Group

Crunchbase Website Twitter Facebook Linkedin

Keystone Heritage Group engages in the general commercial and retail banking, mortgage banking, and trust business.

IBT Bancorp

Second Curve Capital

Crunchbase Website Twitter Facebook Linkedin

Second Curve Capital renders funding, investment returns, accounting, and financial services.

IBT Bancorp

LINC Wealth Solutions

Crunchbase Website Twitter Facebook Linkedin

LINC Wealth Solutions provides young professionals with financial planning, investment advisory, and wealth management services.

IBT Bancorp

VIST Financial

Crunchbase Website Twitter Facebook Linkedin

VIST Financial provides various banking and financial products and services.

IBT Bancorp

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.

IBT Bancorp

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.

IBT Bancorp

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.

IBT Bancorp

Empire Capital & Consulting Corp

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Empire Capital & Consulting Corp is a provider of strategic financial solution.

IBT Bancorp

Plumtree Financial Planning

Crunchbase Website Twitter Facebook Linkedin

PlumTree Financial Planning is a provider of financial services.

IBT Bancorp

Ascinsure

Crunchbase Website Twitter Facebook Linkedin

Ascinsure provides risk underwriting services and insurance covering cranes, scaffoldings, rental equipment, and party goods dealers.

IBT Bancorp

Main Street Capital Holdings

Crunchbase Website Twitter Facebook Linkedin

Main Street Capital Holdings is private equity firm that makes equity investments.

IBT Bancorp

Terri Johnson

Crunchbase Website Twitter Facebook Linkedin

Terri Johnson provides accounting and tax services.

IBT Bancorp

Cwienkala & Salfi

Crunchbase Website Twitter Facebook Linkedin

Cwienkala and Salfi operates as an accounting firm.

IBT Bancorp

McKeever Varga & Senko

Crunchbase Website Twitter Facebook Linkedin

McKeever Varga & Senko offers accounting, bookkeeping, retirement planning, business valuations, taxation, and computer consulting services.

IBT Bancorp

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.

IBT Bancorp

Mangold’s Tax Service

Crunchbase Website Twitter Facebook Linkedin

Mangold’s Tax Service provides tax preparation services.

IBT Bancorp

Rondafel

Crunchbase Website Twitter Facebook Linkedin

Rondafel helps you organize with a small group of your closest friends to save money for shared goals.

IBT Bancorp

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.

IBT Bancorp

Taylor Retirement Services

Crunchbase Website Twitter Facebook Linkedin

Taylor Retirement Services offers investment advisory services.

IBT Bancorp

Sidway Consultants, Inc

Crunchbase Website Twitter Facebook Linkedin

Sidway Consultants, Inc is an accounting & fraud investigation company providing auditing, financial, tax, & fraud investigation services.

IBT Bancorp

Morebank

Crunchbase Website Twitter Facebook Linkedin

Morebank provides Internet banking, lending, tax consulting, business financing, savings account and term deposit services.

IBT Bancorp

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.

IBT Bancorp

OneSource Retirement Advisors

Crunchbase Website Twitter Facebook Linkedin

OneSource Retirement Advisors, an independent financial advisory practice.

IBT Bancorp

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.

IBT Bancorp

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.

IBT Bancorp

Ichor Partners

Crunchbase Website Twitter Facebook Linkedin

Ichor Partners is a Forensic Wealth Management firm.

IBT Bancorp

Drovers Bancshares Corp.

Crunchbase Website Twitter Facebook Linkedin

Drovers Bancshares Corp. offers banking services to individuals and commercial customers.

IBT Bancorp

Devon Financial Partners

Crunchbase Website Twitter Facebook Linkedin

DFP is a financial services company.

IBT Bancorp

Mock Bosco & Associates

Crunchbase Website Twitter Facebook Linkedin

Mock Bosco & Associates specializes in accounting, auditing, taxation and business consulting services.

IBT Bancorp

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.

IBT Bancorp

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.

IBT Bancorp

John T. Fretz Insurance Agency

Crunchbase Website Twitter Facebook Linkedin

John T. Fretz, an independent insurance agency.

IBT Bancorp

M&A Finders

Crunchbase Website Twitter Facebook Linkedin

M&A Finders is a mergers & acquisitions advisory firm providing professional business services.

IBT Bancorp

Abogados de Immigracion

Crunchbase Website Twitter Facebook Linkedin

Lawyer

IBT Bancorp

McLaren & Co., PC CPAs

Crunchbase Website Twitter Facebook Linkedin

McLaren & Co., PC CPAs is a accounting & tax service firm.

IBT Bancorp

NEPA Accounting & Consulting

Crunchbase Website Twitter Facebook Linkedin

NEPA Accounting & Consulting provides taxes, accounting, and financial services.

IBT Bancorp

Riley Rodzianko & Company

Crunchbase Website Twitter Facebook Linkedin

Riley Rodzianko & Company offers accounting, payroll, litigation support, cash flow management, taxation, and business consulting services.

IBT Bancorp

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.

IBT Bancorp

J.L. Cohen & Associates

Crunchbase Website Twitter Facebook Linkedin

J.L. Cohen & Associates offers accounting, investment strategies, business valuation, tax planning and preparation services.

IBT Bancorp

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.

IBT Bancorp

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.

IBT Bancorp

Alcoa Pittsburgh Federal Credit Union

Crunchbase Website Twitter Facebook Linkedin

Alcoa Pittsburgh Federal Credit Union provides loans, personal insurance, investment, credit and financial services.

IBT Bancorp

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.

IBT Bancorp

Traffic Service Bureau

Crunchbase Website Twitter Facebook Linkedin

Traffic Service Bureau provides bill auditing, payment, and damage claim services to the freight industry.

IBT Bancorp

PA HealthCare Credit Union

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PA HealthCare Credit Union is a non-for-profit and full-service member-owned financial institution.

IBT Bancorp

Morris Risk Management

Crunchbase Website Twitter Facebook Linkedin

Morris Risk Management full-service insurance brokerage that offers products from numerous insurance companies.

IBT Bancorp

Adjusting Entries

Crunchbase Website Twitter Facebook Linkedin

Adjusting Entries is an accounting firm that specializes in payroll, bookkeeping, financial statement and taxation services.

IBT Bancorp

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.

IBT Bancorp

Black Oak Weath Management

Crunchbase Website Twitter Facebook Linkedin

Black Oak Weath Management is a weath management firm.

IBT Bancorp

MacNamee Group

Crunchbase Website Twitter Facebook Linkedin

MacNamee Group is a brokerage agency.

IBT Bancorp

Philadelphia Stock Transfer

Crunchbase Website Twitter Facebook Linkedin

Philadelphia Stock Transfer is a stock transfer company.

IBT Bancorp

Vescio Asset Management

Crunchbase Website Twitter Facebook Linkedin

Vescio Asset Management is an investment firm.

IBT Bancorp

Wiley Group

Crunchbase Website Twitter Facebook Linkedin

Wiley Group is a Provider of financial planning services.

IBT Bancorp

Lifetime Tax Service

Crunchbase Website Twitter Facebook Linkedin

Lifetime Tax Service offers tax preparation, business strategies, tax planning, investment planning & personal financial planning services.

IBT Bancorp

Evans Mehlhorn & Miller

Crunchbase Website Twitter Facebook Linkedin

Evans Mehlhorn & Miller offers accounting, auditing, bookkeeping, payroll, tax preparation and compliance solutions.

IBT Bancorp

AIFG

Crunchbase Website Twitter Facebook Linkedin

AIFG provides education, training, employee benefit, programs, faculty, and financial services.

IBT Bancorp

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.

IBT Bancorp

Kleinhenz & Company

Crunchbase Website Twitter Facebook Linkedin

Kleinhenz & Company offers accounting, payroll, new business formation, estate planning, quickbooks, tax planning, and preparation services.

IBT Bancorp

GA Financial

Crunchbase Website Twitter Facebook Linkedin

GA Financial is a community bank.

IBT Bancorp

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.

IBT Bancorp

IFA Benefits

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IFA Benefits is a consulting firm that renders business, estate, protection, and retirement planning services to individuals and businesses.

IBT Bancorp

Allegheny Central Employees Federal Union

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Allegheny Central Employees Federal Credit Union offers credit and debit cards, online banking, and other financial services.

IBT Bancorp

Walter Hopkins & Company

Crunchbase Website Twitter Facebook Linkedin

Walter Hopkins & Company offers financial solutions such as accounting, financial forecasts, IRS representation and consulting services.

IBT Bancorp

Susquehanna Bancshares Inc

Crunchbase Website Twitter Facebook Linkedin

Susquehanna Bancshares Inc is a banking company.

IBT Bancorp

Beck, Gogolski & Co

Crunchbase Website Twitter Facebook Linkedin

Beck, Gogolski & Co renders tax management, accounting, bookkeeping, payroll, retirement planning, and financial consulting services.

IBT Bancorp

Aufman Associates

Crunchbase Website Twitter Facebook Linkedin

Aufman Associates is a financial counseling and management company.

IBT Bancorp

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.

IBT Bancorp

StockTrans

Crunchbase Website Twitter Facebook Linkedin

StockTrans is an industry stock transfer agent helping small and mid-cap companies.

IBT Bancorp

Wellspring FV

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Wellspring FV competitors, funding, market capitalization, and similar companies in the industries.

IBT Bancorp

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.

IBT Bancorp

G&G Underwriters

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G&G Underwriters provides services to agents, brokers, and policyholders to handle all aspects of the insurance application submission.

IBT Bancorp

GMG Underwriters

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GMG Underwriters is a specialist insurance intermediary for international insurances of foreign package, kidnap, accident & political risk.

IBT Bancorp

Rennie & Associates

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Rennie & Associates provides outsourced accounting, audits, assurance, business consulting, management advisory and tax management services.

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