Top Philadelphia, PA Financial Services Companies (57)
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The PNC Financial Services Group, Inc. (NYSE: PNC) is one of the largest diversified financial services institutions in the United States, with assets of $541 billion as of June 30, 2022. PNC is a coast-to-coast franchise with an extensive retail branch network and a presence in all of the country’s 30 largest markets. Across the country and through four strategic international offices, PNC provides retail banking, including residential mortgage, corporate and institutional banking, and asset management. As a National Main Street Bank, PNC is committed to delivering on each of its strategic priorities while looking out for the best interests of all its key stakeholders, including its customers, communities, employees and shareholders.
Wipfli Digital offers more than digital solutions. We bring clarity. As part of Wipfli, we combine the sizable consulting and technology expertise of a top firm with a level of personal commitment and care that’s a true extension of our clients' teams. Our focus: Helping businesses thrive — today and into the future.
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.
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.
FINRA is dedicated to investor protection and market integrity. Our team of highly trained professionals are passionate about protecting investors and ensuring financial markets remain fair by writing and enforcing the critical rules and regulations that govern more than 3,700 firms and 630,000 brokers across the country. Our ultimate goal is to foster robust, but fair and orderly, markets in which America’s 90 million investors can feel confident. With more than 3,500 employees nationwide, FINRA is committed to a diverse, high-performance workplace. We recognize that it’s the hard work, passion and dedication of our team that makes FINRA the strong, successful organization it is. That’s why we offer a competitive compensation, benefits and services package. And at FINRA, we offer more than just a job; we provide employees with the learning and educational tools needed to enhance their knowledge, talents and abilities—whether it’s an online course to enhance productivity or a seminar to maximize leadership skills. At FINRA, we believe your work can be your passion.
Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe! At Onbe, a diverse group of people, ideas, and perspectives are key to achieving phenomenal things. For over 25 years, our focus has remained on building a culture of openness and ingenuity, where employees come together to innovate and build disbursement solutions that make the lives of our clients and their consumers and workforces easier and better. Our definition of success includes celebrating differences and affirming belonging. To that end, we ask employees to come to Onbe as they are and contribute their diverse perspectives, identities, and experiences.
defi SOLUTIONS Agility, scalability, stability, compliance and innovation - defi SOLUTIONS.
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.
Centri Business Consulting is dedicated to providing the highest quality finance and accounting consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their strategic accounting and reporting demands. From complex technical accounting transactions to periodic financial reporting, our professionals can offer any organization specialized expertise and multilayered skill sets to ensure the work gets done right.
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.
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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.
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.
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
The trusted professionals at Montgomery Investment Technology, Inc. are industry leaders specializing in the valuation of options and derivative securities. We deliver software applications, valuation consulting services and training seminars. ASC 718 valuation services are provided for calculting the fair value of market condition awards including TSRs and Price Targets MITI provides financial tools leading to fair and independent financial reporting and analysis. By utilizing state-of-the-art technology and advanced valuation techniques, we bring practical software solutions to investment and financial professionals. FinTools XL is an extensive library of functions for the financial professional. It integrates seamlessly with Excel as an “Add-In” to deliver advanced analytical functionality in a flexible and user-friendly package.
Constellation Payments is a leading global gateway and merchant services provider with special expertise in software integration and recurring transactions. Founded in 2012, the company has quickly become a trusted payment technology and support partner to point of sale (POS) software providers representing a wide variety of verticals – including government entities, municipalities, moving and storage, club management, attractions, fitness, martial arts, event registration and hospitality management. The company is unique in that it hosts its own proprietary payment gateway and offers a full suite of integrated payment solutions including competitively-priced merchant processing accounts, recurring billing, tokenization, integrated EMV terminals, convenience fee logic and hosted payment pages. For more information or to have someone contact you, please email us at [email protected] or contact us directly at 888.244.2160
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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.
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.
Nth Round facilitates liquidity and enhances private company value by allowing shares to be traded 24/7.
Co-headquartered in Charlotte, NC and Fort Washington, PA, Incenter is a family of best-of-breed companies whose daily mission is to have a meaningful, measurable impact on our clients’ businesses and bottom lines. With 11 different services (and counting), we create innovative solutions that enable mortgage and specialty lenders to optimize operational and financial performance while continuously increasing their value to their customers. Incenter leadership believes that the best employees make the best companies and therefore we foster and maintain an employee-first culture. We are always seeking motivated and exceptional individuals to join our teams. Please visit our website www.incenterms.com to view and apply for our current employment opportunities.
Newrez LLC (Newrez) is a leading nationwide mortgage lender and servicer. As a lender, Newrez focuses on offering a breadth of industry-leading products, supported by a loan process that blends both human interaction and the benefits of technology into an unparalleled customer experience. Founded in 2008 and licensed to lend in 50 states, Newrez is headquartered in Fort Washington, Pennsylvania and operates multiple lending channels, including Correspondent Lending, Wholesale, Direct-to-Consumer, Retail, and a network of joint venture partners. Newrez’s servicing business consists of its performing loan servicing division, Newrez Servicing, and its special servicing division, Shellpoint Mortgage Servicing. Newrez also has several affiliates that perform various services in the mortgage and real estate industries. These include Avenue 365 Lender Services, LLC, a title agency, and E Street Appraisal Management LLC, an appraisal management company. Newrez is member of the New Residential Investment Corp. family. More information is available at www.newrez.com. © 2022 Newrez LLC {f/k/a New Penn Financial, LLC}. All Rights Reserved. {Doing business as Newrez Mortgage in the states of Arkansas and Texas}. {Website approval pending with the New York Department of Financial Services.} This communication does not constitute a commitment to lend or the guarantee of a specified interest rate. All loan programs and availability of cash proceeds are subject to credit, underwriting and property approval. Programs, rates, terms and conditions are subject to change without notice. Other restrictions apply. Newrez LLC, 1100 Virginia Drive, Suite 125, Fort Washington, PA 19034. Corp NMLS#: 3013 (www.nmlsconsumeraccess.org). Additional licenses available at www.newrez.com. Equal Housing Opportunity.
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