> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/companies-in/philadelphia-pa/financial-services/ # Financial Services Companies in Philadelphia, PA The bigger financial services companies headquartered in Philadelphia, PA, with what they do, their sizes and how to reach their people. By Enrich.chat Editorial. Updated October 22, 2026. **Short answer:** Among the financial services companies counted in Philadelphia, PA, the biggest by headcount range include Umortgage, Federal Reserve Bank Of Philadelphia and Fs Investments. They are mostly very small: 68% have 50 or fewer employees. ## Which financial services companies are in Philadelphia? Among the companies whose public profile lists Financial Services as their industry and Philadelphia, PA as their headquarters, the biggest by headcount range include Umortgage, Federal Reserve Bank Of Philadelphia, Fs Investments, American Heritage Credit Union and Glenmede. Names link to a company profile where we have one. | Company | Employees | | --- | --- | | Umortgage | 501 to 1,000 | | Federal Reserve Bank Of Philadelphia | 501 to 1,000 | | Fs Investments | 501 to 1,000 | | American Heritage Credit Union | 501 to 1,000 | | Glenmede | 201 to 500 | | Pcs Retirement | 201 to 500 | | Pfm | 201 to 500 | | Mcadam Financial | 201 to 500 | | Tristate Financial Advisors | 201 to 500 | | Wharton Undergraduate Finance Club | 201 to 500 | | [Northwestern Mutual](https://enrich.chat/company/northwestern-mutual/) | 201 to 500 | | Penn Quant Trading Club | 201 to 500 | | Rma | 51 to 200 | | Newlane Finance | 51 to 200 | | Reinvestment Fund | 51 to 200 | | Perpay | 51 to 200 | | Liberty Credit Funds | 51 to 200 | | Credit Genie | 51 to 200 | | Axcelus Financial | 51 to 200 | | Scion Lending Branch Nmls 1812244 | 51 to 200 | | Reliance Standard Life | 51 to 200 | | Pacific Investment Research Pair | 51 to 200 | | Ardent Credit Union | 51 to 200 | | Wharton Global Markets | 51 to 200 | | Hillier Architecture | 51 to 200 | The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile. ## What do financial services companies in Philadelphia do? Financial Services is a broad label. The most common NAICS codes among them are 522130 (15%), 213112 (8%) and 449110 (8%). **Figure: What financial services companies in Philadelphia do.** Bars for the share of counted financial services companies with each code: 522130 15%, 213112 8%, 449110 8%, 521110 8%, 522220 8%, 522310 8%, 523910 8%. *Share of counted financial services companies in Philadelphia by their NAICS code.* [NAICS 522130](https://enrich.chat/naics/522130/)[NAICS 449110](https://enrich.chat/naics/449110/)[NAICS 522220](https://enrich.chat/naics/522220/)[NAICS 522310](https://enrich.chat/naics/522310/)[NAICS 523910](https://enrich.chat/naics/523910/) ## How big are they? 68% of the financial services companies counted in Philadelphia have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. **Figure: Size of financial services companies in Philadelphia.** Seven columns for the share of counted financial services companies in Philadelphia in each employee range: 11 to 50 68%, 51 to 200 17%, 201 to 500 10%, 501 to 1,000 5%, 1,001 to 5,000 0%, 5,001 to 10,000 0%, 10,001+ 0%. *Share of counted financial services companies in Philadelphia in each employee range.* ## How do you reach the people at financial services companies in Philadelphia? The people to talk to are usually finance, operations and technology leaders. Build the list in three prompts to your AI agent. ### 1. Count them (free) Counting who matches never uses credits. ```text Use www.enrich.chat to count the financial services companies in Philadelphia, PA ``` ### 2. Find the people (5 credits per person) Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included. ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Philadelphia, PA, with their titles ``` ### 3. Get their work emails (10 credits each) An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown. ```text Use www.enrich.chat to find the work emails for these people and tell me which ones are verified ``` ## More to explore Other industries in Philadelphia: [Real Estate Companies](https://enrich.chat/companies-in/philadelphia-pa/real-estate/)[Hospitals and Health Care Organizations](https://enrich.chat/companies-in/philadelphia-pa/hospitals-and-health-care/)[Construction Companies](https://enrich.chat/companies-in/philadelphia-pa/construction/)[Nonprofit Organizations](https://enrich.chat/companies-in/philadelphia-pa/non-profit-organizations/)[Advertising Agencies](https://enrich.chat/companies-in/philadelphia-pa/advertising-services/)[Software Companies](https://enrich.chat/companies-in/philadelphia-pa/software-development/)[Law Firms](https://enrich.chat/companies-in/philadelphia-pa/law-practice/)[IT Services Companies](https://enrich.chat/companies-in/philadelphia-pa/it-services-and-it-consulting/)[Consulting Firms](https://enrich.chat/companies-in/philadelphia-pa/business-consulting-and-services/)[Education Organizations](https://enrich.chat/companies-in/philadelphia-pa/education-administration-programs/)[Architecture Firms](https://enrich.chat/companies-in/philadelphia-pa/architecture-and-planning/)[Technology and Internet Companies](https://enrich.chat/companies-in/philadelphia-pa/technology-information-and-internet/)[Staffing and Recruiting Firms](https://enrich.chat/companies-in/philadelphia-pa/staffing-and-recruiting/)[Insurance Companies](https://enrich.chat/companies-in/philadelphia-pa/insurance/)[Facilities Services Companies](https://enrich.chat/companies-in/philadelphia-pa/facilities-services/)[Food and Beverage Manufacturers](https://enrich.chat/companies-in/philadelphia-pa/food-and-beverage-manufacturing/)[All of Philadelphia](https://enrich.chat/companies-in/philadelphia-pa/) Financial Services Companies in other cities: [New York, NY](https://enrich.chat/companies-in/new-york-ny/financial-services/)[Miami, FL](https://enrich.chat/companies-in/miami-fl/financial-services/)[Chicago, IL](https://enrich.chat/companies-in/chicago-il/financial-services/)[San Francisco, CA](https://enrich.chat/companies-in/san-francisco-ca/financial-services/)[Los Angeles, CA](https://enrich.chat/companies-in/los-angeles-ca/financial-services/)[Houston, TX](https://enrich.chat/companies-in/houston-tx/financial-services/)[Atlanta, GA](https://enrich.chat/companies-in/atlanta-ga/financial-services/)[Dallas, TX](https://enrich.chat/companies-in/dallas-tx/financial-services/)[Austin, TX](https://enrich.chat/companies-in/austin-tx/financial-services/)[San Diego, CA](https://enrich.chat/companies-in/san-diego-ca/financial-services/) ## Frequently asked questions ### Which are the biggest financial services companies in Philadelphia? Among those counted, they include Umortgage, Federal Reserve Bank Of Philadelphia, Fs Investments, American Heritage Credit Union and Glenmede, ranked by headcount range. ### How big are financial services companies in Philadelphia? 68% of those counted have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. ### Which companies count as financial services? Companies whose public profile lists Financial Services as their industry and whose headquarters are in Philadelphia, PA. ## Try this prompt Find the people at financial services companies in Philadelphia ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Philadelphia, PA, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [Real Estate Companies in Philadelphia](https://enrich.chat/companies-in/philadelphia-pa/real-estate/) - [Hospitals and Health Care Organizations in Philadelphia](https://enrich.chat/companies-in/philadelphia-pa/hospitals-and-health-care/) - [Construction Companies in Philadelphia](https://enrich.chat/companies-in/philadelphia-pa/construction/) - [Nonprofit Organizations in Philadelphia](https://enrich.chat/companies-in/philadelphia-pa/non-profit-organizations/) - [Financial Services Companies in New York](https://enrich.chat/companies-in/new-york-ny/financial-services/) - [Financial Services Companies in Miami](https://enrich.chat/companies-in/miami-fl/financial-services/) - [Financial Services Companies in Chicago](https://enrich.chat/companies-in/chicago-il/financial-services/) - [Financial Services Companies in San Francisco](https://enrich.chat/companies-in/san-francisco-ca/financial-services/) - [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)