# List of financial services firms in Philadelphia
Tamtam tracks 38 financial services firms headquartered in Philadelphia. This list ranks the 30 largest by number of employees on LinkedIn, led by AmeriHealth Caritas, Independence Blue Cross and Reliance Matrix. Their median headcount is 420. Half of them were founded in 1975 or later.
The financial services sector in Philadelphia is represented by a mix of large, established firms and some younger companies. Many of these firms specialize in insurance and wealth management, catering to individuals, families, and institutions. Independence Blue Cross, for example, is a leading health insurance provider, while Janney Montgomery Scott LLC offers tailored financial advice and wealth management solutions. Penn Mutual provides life insurance and annuities, and AmeriHealth Caritas offers integrated managed care and pharmaceutical services. Reliance Matrix delivers customized employee benefits and absence management solutions.
A notable characteristic of this group of companies is their long-standing presence; several were founded in the 19th and early 20th centuries. Janney Montgomery Scott LLC and Beneficial Bank both date back to 1832, and Penn Mutual was established in 1847. This suggests a mature and historically significant financial industry in Philadelphia, with a strong foundation in traditional banking and insurance.
๐บ๐ธ Philadelphia ยท 30 companies ยท Updated Nov 13, 2026
| # | Company | Industry | Headquarters | Employees | Founded |
|---|---|---|---|---|---|
| 1 | [AmeriHealth Caritas](https://www.tamtam.ai/c/amerihealth-caritas) (amerihealthcaritas.com)
providing integrated managed care, pharmaceutical and behavioral health services, supporting communities, improving health outcomes, and addressing poverty challenges | Hospitals and Health Care | ๐บ๐ธ Philadelphia | 6,442 | 1983 |
| 2 | [Independence Blue Cross](https://www.tamtam.ai/c/independence-blue-cross) (ibx.com)
Leading health insurance provider in southeastern Pennsylvania offering innovative, affordable healthcare products, rewarding quality care, and promoting community wellness programs. | Insurance | ๐บ๐ธ Philadelphia | 5,118 | 1938 |
| 3 | [Reliance Matrix](https://www.tamtam.ai/c/reliance-matrix) (reliancematrix.com)
Delivering customized employee benefits, absence management, and productivity solutions through innovative technology, regulatory expertise, and a commitment to care and integration | Insurance | ๐บ๐ธ Philadelphia | 2,703 | 1907 |
| 4 | [Janney Montgomery Scott LLC](https://www.tamtam.ai/c/janney-montgomery-scott-llc) (janney.com)
Providing tailored financial advice and wealth management solutions to individuals, families, businesses, and institutions with client-first approach. | Financial Services | ๐บ๐ธ Philadelphia | 2,525 | 1832 |
| 5 | [Penn Mutual](https://www.tamtam.ai/c/penn-mutual) (pennmutual.com)
With over 175 years of experience, this company partners with Financial Professionals to provide life insurance, annuities, wealth management, and institutional asset management solutions | Insurance | ๐บ๐ธ Philadelphia | 1,183 | 1847 |
| 6 | [Reliance Standard](https://www.tamtam.ai/c/reliance-standard) (reliancestandard.com)
A solutions-based company offering innovative workforce management and employee benefits delivery through a broad portfolio of insurance products nationwide | Insurance | ๐บ๐ธ Philadelphia | 1,076 | 1907 |
| 7 | [Health Partners Plans](https://www.tamtam.ai/c/health-partners-plans) (jeffersonhealthplans.com)
A company owned by Jefferson Health, offering Medicaid, Medicare, and CHIP plans with special benefits to improve members' health and wellness | Hospitals and Health Care | ๐บ๐ธ Philadelphia | 983 | 1985 |
| 8 | [Federal Reserve Bank of Philadelphia](https://www.tamtam.ai/c/federal-reserve-bank-of-philadelphia) (philadelphiafed.org)
Implement monetary policy, supervise banks, provide financial services to institutions and government One of 12 regional Reserve Banks in Federal Reserve System | Financial Services | ๐บ๐ธ Philadelphia | 852 | 1914 |
| 9 | [PFM](https://www.tamtam.ai/c/pfm) (pfm.com)
Financial advisors and consultants provide tailored financial advice, creative consultation, and strategic forecasting to empower clients and ensure sustainable outcomes. | Financial Services | ๐บ๐ธ Philadelphia | 823 | 1975 |
| 10 | [Lincoln Financial Network](https://www.tamtam.ai/c/lincoln-financial-network) (osaic.com)
Community of financial professionals empowering each other to serve clients with integrated technology and support in estate planning, retirement, generational wealth, and investment management | Financial Services | ๐บ๐ธ Philadelphia | 790 | |
| 11 | [Future Standard](https://www.tamtam.ai/c/future-standard) (fsinvestments.com)
Global alternative asset manager investing in private equity, credit, and real estate, serving institutional and private wealth clients. | Financial Services | ๐บ๐ธ Philadelphia | 748 | 2007 |
| 12 | [Police and Fire Federal Credit Union](https://www.tamtam.ai/c/police-and-fire-federal-credit-union) (pffcu.org)
A financial organization focused on exceptional member service, offering loans, deposits, competitive salaries, benefits, and growth opportunities for motivated professionals | Banking | ๐บ๐ธ Philadelphia | 669 | 1938 |
| 13 | [Glenmede](https://www.tamtam.ai/c/glenmede) (glenmede.com)
A privately owned company with 65 years of experience, providing innovative solutions and unparalleled commitment to clients as a trusted partner | Financial Services | ๐บ๐ธ Philadelphia | 583 | 1956 |
| 14 | [American Heritage Credit Union](https://www.tamtam.ai/c/american-heritage-credit-union) (americanheritagecu.org)
A member-owned financial cooperative offering tailored financial solutions, serving over 300,000 members through 35+ locations in the Greater Philadelphia area | Financial Services | ๐บ๐ธ Philadelphia | 518 | 1948 |
| 15 | [Beneficial Bank](https://www.tamtam.ai/c/beneficial-bank) (wsfsbank.com)
This company has transitioned to WSFS Bank They provide financial services and have a LinkedIn page at https://wwwlinkedincom/company/wsfs-bank | Banking | ๐บ๐ธ Philadelphia | 420 | 1832 |
| 16 | [ParetoHealth](https://www.tamtam.ai/c/paretohealth) (paretohealth.com)
A leading health benefits captive managing over $12B in stop-loss premium, helping small to medium-sized businesses control healthcare spending and reduce risk | Insurance | ๐บ๐ธ Philadelphia | 369 | 2011 |
| 17 | [PCS Retirement](https://www.tamtam.ai/c/pcs-retirement) (pcsretirement.com)
A leading provider of retirement solutions, offering recordkeeping services for various plans and accounts with over $26 billion in assets under administration | Financial Services | ๐บ๐ธ Philadelphia | 367 | 2001 |
| 18 | [AmeriHealth Administrators](https://www.tamtam.ai/c/amerihealth-administrators) (amerihealth.com)
National third-party administrator processing 42 million claims annually, providing cost-effective solutions and customized administrative services for clients nationwide | Insurance | ๐บ๐ธ Philadelphia | 358 | |
| 19 | [LEAF Commercial Capital, Inc.](https://www.tamtam.ai/c/leaf-commercial-capital-inc) (leafnow.com)
Customized financing solutions for equipment and software, supporting businesses and driving sales growth for manufacturers, distributors, and dealers nationwide. | Banking | ๐บ๐ธ Philadelphia | 350 | |
| 20 | [Graham Company](https://www.tamtam.ai/c/graham-company) (grahamco.com)
An insurance brokerage and consulting firm specializing in customizing risk management programs to enhance employee safety and business viability | Insurance | ๐บ๐ธ Philadelphia | 274 | 1960 |
| 21 | [Philadelphia Federal Credit Union](https://www.tamtam.ai/c/philadelphia-federal-credit-union) (pfcu.com)
A member-owned financial institution in Philadelphia, offering competitive services with a focus on member success, community investment, and employee development | Banking | ๐บ๐ธ Philadelphia | 229 | 1951 |
| 22 | [McAdam Financial](https://www.tamtam.ai/c/mcadam-financial) (mcadamfa.com)
Innovative financial advisory firm focusing on profession's impact, offering advanced services and tools to enhance clients' financial futures | Financial Services | ๐บ๐ธ Philadelphia | 228 | 2008 |
| 23 | [Clark Capital Management Group](https://www.tamtam.ai/c/clark-capital-management-group) (ccmg.com)
Family and employee owned firm offering institutional-quality investment solutions and tailored strategies for individuals, corporations, foundations, and retirement plans. | Financial Services | ๐บ๐ธ Philadelphia | 196 | 1986 |
| 24 | [Brandywine Global Investment Management](https://www.tamtam.ai/c/brandywine-global-investment-management) (brandywineglobal.com)
Specialist investment manager offering differentiated fixed income, equity, and alternative solutions with global experience and boutique advantages. | Investment Management | ๐บ๐ธ Philadelphia | 168 | 1986 |
| 25 | [Resource Real Estate](https://www.tamtam.ai/c/resource-real-estate) (resourcealts.com)
A company with expertise in identifying and delivering innovative investment solutions, offering various investment vehicles and alternatives to traditional portfolio choices | Investment Management | ๐บ๐ธ Philadelphia | 131 | 1991 |
| 26 | [Xponance, Inc.](https://www.tamtam.ai/c/xponance-inc) (xponance.com)
A multi-strategy investment firm providing global equity and fixed income solutions, specializing in active and passive equity strategies with a focus on client trust | Investment Management | ๐บ๐ธ Philadelphia | 125 | 1996 |
| 27 | [Lombard International (USA)](https://www.tamtam.ai/c/lombard-international-usa) (lombardinternational.com)
Specializing in global wealth structuring, we partner with advisors to address high net worth clients' financial needs using life assurance | Financial Services | ๐บ๐ธ Philadelphia | 113 | |
| 28 | [myCIO Wealth Partners](https://www.tamtam.ai/c/mycio-wealth-partners) (myciowp.com)
A comprehensive and independent financial advisory firm with over $12 billion in assets, providing consulting services for individuals, families, institutions, and trusts | Investment Management | ๐บ๐ธ Philadelphia | 75 | 2005 |
| 29 | [Galleon Wealth Management](https://www.tamtam.ai/c/galleon-wealth-management)
Family-oriented wealth management firm offering personalized services internationally through a Global Custody Network, helping clients access opportunities worldwide | Investment Management | ๐บ๐ธ Philadelphia | 39 | 2008 |
| 30 | [Glenmede Investment Management](https://www.tamtam.ai/c/glenmede-investment-management) (glenmedeim.com)
Independent boutique asset management company offering diverse investment options through various vehicles, with a focus on research, quantitative modeling, and innovation | Investment Management | ๐บ๐ธ Philadelphia | 33 | |
## How this list is built
Every company on this list has a Tamtam company profile. The industry is the one the company gives on LinkedIn; categories such as SaaS or fintech are classified by Tamtam's AI from the company's website and LinkedIn page; and the headquarters city must match the company's own address. Companies are ranked by the number of employees on LinkedIn, and the list is refreshed every night. Classifications can be wrong, so treat the list as a starting point rather than an official ranking. Last updated Nov 13, 2026.
## More company lists in Philadelphia
- [The largest companies in Philadelphia](https://www.tamtam.ai/l/largest-companies-philadelphia) (552)
- [Multinational companies in Philadelphia](https://www.tamtam.ai/l/multinational-companies-philadelphia) (76)
- [Education providers in Philadelphia](https://www.tamtam.ai/l/education-companies-philadelphia) (72)
- [Professional services firms in Philadelphia](https://www.tamtam.ai/l/professional-services-firms-philadelphia) (72)
- [Healthcare providers in Philadelphia](https://www.tamtam.ai/l/healthcare-providers-philadelphia) (60)
- [Retail chains in Philadelphia](https://www.tamtam.ai/l/retail-chains-philadelphia) (51)
- [Critical infrastructure operators in Philadelphia](https://www.tamtam.ai/l/critical-infrastructure-operators-philadelphia) (41)
- [Hospitals and Health Care companies in Philadelphia](https://www.tamtam.ai/l/hospitals-and-health-care-companies-philadelphia) (38)
- [Companies with in-house R&D in Philadelphia](https://www.tamtam.ai/l/r-and-d-companies-philadelphia) (35)
- [Higher Education companies in Philadelphia](https://www.tamtam.ai/l/higher-education-companies-philadelphia) (35)
- [Consulting firms in Philadelphia](https://www.tamtam.ai/l/consulting-firms-philadelphia) (34)
- [Hotel and hospitality groups in Philadelphia](https://www.tamtam.ai/l/hospitality-groups-philadelphia) (28)
## The same list elsewhere in United States
- [Financial services firms in the United States](https://www.tamtam.ai/l/financial-services-firms-united-states) (6,867)
- [Financial services firms in New York State](https://www.tamtam.ai/l/financial-services-firms-new-york-state) (1,273)
- [Financial services firms in California](https://www.tamtam.ai/l/financial-services-firms-california) (711)
- [Financial services firms in Florida](https://www.tamtam.ai/l/financial-services-firms-florida) (423)
- [Financial services firms in Texas](https://www.tamtam.ai/l/financial-services-firms-texas) (412)
- [Financial services firms in Illinois](https://www.tamtam.ai/l/financial-services-firms-illinois) (352)
- [Financial services firms in Pennsylvania](https://www.tamtam.ai/l/financial-services-firms-pennsylvania) (264)
- [Financial services firms in Massachusetts](https://www.tamtam.ai/l/financial-services-firms-massachusetts) (235)
- [Financial services firms in Alabama](https://www.tamtam.ai/l/financial-services-firms-alabama) (209)
- [Financial services firms in New Jersey](https://www.tamtam.ai/l/financial-services-firms-new-jersey) (185)
- [Financial services firms in Connecticut](https://www.tamtam.ai/l/financial-services-firms-connecticut) (172)
- [Financial services firms in Georgia](https://www.tamtam.ai/l/financial-services-firms-georgia) (162)
- [Financial services firms in Ohio](https://www.tamtam.ai/l/financial-services-firms-ohio) (162)
- [Financial services firms in Michigan](https://www.tamtam.ai/l/financial-services-firms-michigan) (154)
- [Financial services firms in North Carolina](https://www.tamtam.ai/l/financial-services-firms-north-carolina) (143)
- [Financial services firms in Minnesota](https://www.tamtam.ai/l/financial-services-firms-minnesota) (130)
- [Financial services firms in Wisconsin](https://www.tamtam.ai/l/financial-services-firms-wisconsin) (119)
- [Financial services firms in Missouri](https://www.tamtam.ai/l/financial-services-firms-missouri) (116)
- [Financial services firms in Virginia](https://www.tamtam.ai/l/financial-services-firms-virginia) (116)
- [Financial services firms in New York](https://www.tamtam.ai/l/financial-services-firms-new-york) (995)
- [Financial services firms in Chicago](https://www.tamtam.ai/l/financial-services-firms-chicago) (212)
- [Financial services firms in Boston](https://www.tamtam.ai/l/financial-services-firms-boston) (127)
- [Financial services firms in Miami](https://www.tamtam.ai/l/financial-services-firms-miami) (118)
- [Financial services firms in San Francisco](https://www.tamtam.ai/l/financial-services-firms-san-francisco) (109)
## The same list elsewhere
- [Financial services firms in the world](https://www.tamtam.ai/l/financial-services-firms-in-the-world) (26,817)
- [Financial services firms in North America](https://www.tamtam.ai/l/financial-services-firms-in-north-america) (7,767)
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Source: https://www.tamtam.ai/l/financial-services-firms-philadelphia