Top Philadelphia, PA Financial Services Companies (64)
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JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work.
At Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,300 associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 55,900+ clients.
TransUnion is a global information and insights company that makes trust possible by ensuring that each consumer is reliably and safely represented in the marketplace. We do this by having an accurate and comprehensive picture of each person. This picture is grounded in our legacy as a credit reporting agency which enables us to tap into both credit and public record data; our data fusion methodology that helps us link, match and tap into the awesome combined power of that data; and our knowledgeable and passionate team, who stewards the information with expertise, and in accordance with local legislation around the world. Because of our work, organizations can better understand consumers in order to make more informed decisions, and earn their trust through great, personalized experiences, and the proactive extension of the right opportunities, tools and offers. In turn, consumers can be confident that their data identities will result in the opportunities they deserve. We make trust possible, so businesses and consumers can transact with confidence and achieve great things. We call this Information for Good®—it’s our purpose, and what drives us every day.
Stevens Capital Management LP (“SCM”) is a quantitative hedge fund manager specializing in the rigorous development and disciplined implementation of empirically based trading strategies. We employ a variety of statistical methods and techniques using our robust technology and data infrastructure. We operate a 24 hour low-latency global operation trading liquid futures contracts, currencies and equities, using automated proprietary execution algorithms. Our flagship fund has been in business for more than 30 years. SCM actively seeks candidates for career opportunities in quantitative financial research and C++ development. Important Disclosures: Stevens Capital Management LP (“SCM”) has no control over third party sites such as LinkedIn. You should review the terms of use and policies of LinkedIn. The information presented in this profile is for recruitment or employment purposes only. Under no circumstances should any material on this profile be used or considered as an offer or solicitation of any potential clients or investors for any investment funds managed by SCM. No material listed in this profile is or should be construed as investment advice, nor is anything in this profile an offer of solicitation to buy, hold, or sell any security or other instrument. Material on this profile is not provided in a fiduciary capacity. SCM does not have editorial control over the people, including employees, that link to this page. SCM does not accept endorsements or recommendations. Although users may follow this account, this should not be interpreted as a testimonial regarding any experience with SCM. SCM reserves the right to amend these terms at any time.
Capstan Tax Strategies delivers engineering-driven specialty tax solutions that maximize the valuable tax benefits of real estate holdings. By complementing and collaborating with accounting firms, we arm commercial real estate owners, executives, and tenants with the data and analysis required to accelerate depreciation, maximize deductions, and capture tax credits. With thousands of successful studies completed, the team behind Capstan is experienced, skilled and committed to client success. The new Capstan brand reflects our vision for dynamic growth based on strong client relationships. The Capstan name is quite new, but the Capstan team consists of the same seasoned professionals you know and trust. . Capstan works closely with property owners and their representatives to understand each client’s unique situation and to optimize tax efficiencies using customized tax strategies. Our clients trust our experience in selecting the most appropriate strategies and rely on our skill in implementing the related studies. Degreed Capstan engineers employ thorough methodology and the latest technology to perform studies with precision and speed. Every report undergoes a rigorous engineering and tax quality review to ensure the accuracy, quality, and consistency of information we deliver to clients. NASBA-certified, the tax experts at Capstan also provide a suite of continuing education options for CPAs through live seminars, webinars and customized in-house programs. Headquartered in the Greater Philadelphia area, Capstan serves clients nationwide. For more information, please visit www.capstantax.com or call 215.885.7510.
We are a close-knit, collaborative team of mortgage experts with decades of mortgage lending experience who continue working as crucial links in the homebuying process to this day. No matter where you’re currently at on your career path, we welcome you with open arms to set you up for success. We’ve been around the block a few times and we’re passionate about training a new generation of mortgage professionals to create the future of mortgage lending. 2020 Premier Processing LLC d/b/a UMortgage NMLS #1457759, All Rights Reserved.
Haefele Flanagan, founded in 1967, is a full service consulting, accounting, auditing, and tax service firm. In addition to being a member of the AICPA, the NJSCPA, and PICPA, the firm is a member of the PCAOB.
Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.
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Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
We make complex, simple. For more than two decades, JBS Dev has been a trusted technology partner for high-growth startups to multi-billion-dollar enterprises across a variety of industries. From modernizing existing systems, building new enterprise applications, digitalizing processes, and developing innovative mobile applications, we can support existing in-house teams or be the entire team to take a vision to reality. Our experience and expertise span the entire product lifecycle from ideation and conception to strategy, implementation, and delivery. Core Technical & Functional Strengths: •Enterprise Technology & Performance •Data & Business Intelligence •Generative AI & Machine Learning •Mobile •Cloud •Custom Development & Applications What Sets Us Apart Our success is closely tied to our unique approach. We recruit only the most talented industry-leading software engineers, architects, developers, and project managers skilled working in a U.S.-based remote environment who have mastered architecting elegant solutions to the most complex challenges. We first get to know your business, deeply understand what drives your business success, and deliver to that. This caliber of technical talent and business acumen allows us to produce better solutions at faster delivery rates for a faster return on your investment. Unique Remote Work Environment All of our employees have worked remotely since 1999
Aztec Group delivers award-winning fund and corporate services to the alternative assets industry from key onshore and offshore jurisdictions in Guernsey, Jersey, Luxembourg, the United States and the United Kingdom. Renowned for its long-term partnership approach, the Group partners with some of the leading alternative assets fund managers across Europe administering over 440 funds with over EUR 370 billion under administration. Numerous client testimonials, unrivalled client retention rate and multiple leading industry awards are a few testaments to the Group’s dedication to service excellence and the reason why it is recognised as the bright alternative in alternative assets industry.
American Heritage Credit Union is a member-owned financial cooperative with more than $4 billion in assets serving more than 800 Workplace Partners and more than 250,000 members, with more than 35 locations across Philadelphia, Bucks, Montgomery, Delaware, and Camden Counties. Founded in 1948, American Heritage Credit Union is now one of the top 100 largest credit unions in the United States. For more information about American Heritage Credit Union please visit at www.AmericanHeritageCU.org. Value Proposition We offer you the right financial solutions because you're family. Mission Statement To provide Quality and Convenient Service to meet the financial needs of our Members while enhancing relations with our Sponsor Companies and the Community.
Simpay is delivering on its vision to provide our clients with a 360° Total Business Solution, encompassing virtually every stage of a business' life-cycle. We're a Trevose, PA-based Fintech company, provides Human Capital Management services, commercial insurance coverage, integrated payment acceptance, and growth tools for businesses across North America. Since our very beginnings in 2000, our commitment to simplicity, quality, and transparency has been the basis of everything we do
Innovative Financing Solutions (IFS) is a full service, award-winning SBA and USDA Lender Service Provider. We specialize in the implementation of turnkey ‘outsourced’ government-guaranteed loan programs for community banks and credit unions throughout the U.S that may not generate sufficient loan volume or lack the internal expertise or support staff required to implement a safe, sound, and profitable government-guaranteed lending department. IFS also works directly with business borrowers ranging in size from small and growing entrepreneurial companies to established middle market to provide customized commercial financing solutions for even the most difficult and complex situations. IFS’s relationship-focused, value-added approach provides our lending clients with innovative solutions designed to meet their customers’ financing needs and business objectives. As the lender’s SBA and USDA loan consultant we provide: Knowledge and expertise necessary to be a trusted advisor and effective liaison between the lender and the government agency. Flexibility and adaptability required to design a program that effectively fits into the lender’s unique business model based on its business model, regional brand and go-to-market strategy Full range of services and support, including eligibility assessment and confirmation, loan structuring, credit analysis and underwriting, loan closing, loan review and admin support, and ongoing compliance reporting all of which is designed to ensure the long-term quality and integrity of the loan portfolio. Responsiveness to successfully maintain a high quality and successful program. With offices in suburban Philadelphia, PA and Bonita Springs, FL, our team of consultants possesses more than 150 years of experience in commercial and government-guaranteed lending, credit analysis, underwriting, and commercial loan administration. IFS has funded more than $500 million in loans nationwide and services a $250 million loan portfolio
Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans. Clark Capital Management Group strives to deliver premium investment solutions, innovative strategies and techniques and superior service to successful financial advisors and their clients. We believe this allows advisors to focus on their most valuable role: understanding their clients’ needs and helping them achieve financial security. We seek to partner with only the most experienced and knowledgeable financial advisors. Our Navigator Investment Solutions are tailored to the unique requirements of high net worth individuals, corporations, foundations, and retirement plans.
AnnieMac Home Mortgage, a d/b/a of American Neighborhood Mortgage Acceptance Company, LLC, is a nationwide mortgage loan provider dedicated to the principle of service — to our clients, our employees, and our business partners. We are headquartered in Mount Laurel, N.J., where we employ more than 200 people. But we have branches throughout the country that employ hundreds more. As an approved seller/servicer with Fannie Mae, Freddie Mac and Ginnie Mae, we have access to the best mortgage programs available, including conventional, government and non-conforming mortgages. Our processing and underwriting are completed in-house, which means our clients can expect quick processing and exceptional customer service. That is why we've emerged as one of the fastest-growing home lenders in the industry.
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