Top 10 Financial Services Companies in West Chester

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Below is the list of Top 10 Financial Services Companies in West Chester ranked based on company size, client reviews, services, and awards.

Financial Services Companies in West Chester

1. Primepay

Industry: Financial Services

Location: West Chester, Pennsylvania

Website: primepay.com

Company Founded: 1986

Company Size: 501-1000

Company Address: 1487 Dunwoody Drive, West Chester, Pennsylvania, United States

Primepay Contact Details

Name Title LinkedIn Phone Email
Steve Southard Account Executive
Catherine Brooks Area Sales Manager
Bryan Gorman Area Sales Manager
Kathryn Main Director, Marketing And Communications
Jon Hines Pacific Northwest Regional Sales Manager
Jim Dicaro Manager, Sales Coaching And Development
Silke Wenzel Regional Sales Executive
Requires/Intent and 104 more Employees
Legal Compliance & Advisory
Investment Advisory
Cybersecurity & Data Protection
IoT-enabled Smart Banking Solutions
and more

2. Venerable

Industry: Financial Services

Location: West Chester, Pennsylvania

Website: venerableannuity.com

Company Founded: 2018

Company Size: 201-500

Company Address: 1475 Dunwoody Drive, West Chester, Pennsylvania, United States

Venerable Contact Details

Name Title LinkedIn Phone Email
Nicholas Goble Senior Quantitative Derivative Associate
Heather Kleis Evp, Chief Human Resources Officer
Troy Vroegh Senior Program Project Manager
Karthik Gadiraju Vice President, Hedge Strategy
Alexandra Findleton Corporate Development And M And A Associate
Corey Skadburg Director, Operations Technical Support
Shant Rane Lead System Engineer
Requires/Intent and 43 more Employees
Legal Compliance & Advisory
Compliance & Regulatory Advisory
and more

3. Gbp Financial Solutions, Llc.

Industry: Financial Services

Location: West Chester, Pennsylvania

Website: gbpfinancial.com

Company Founded: 2005

Company Size: 51-200

Company Address: 882 South Matlack Street, West Chester, Pennsylvania, United States

Gbp Financial Solutions, Llc. Contact Details

Name Title LinkedIn Phone Email
Anil Budha Managing Principal
Requires/Intent
Mergers & Acquisitions Advisory
Asset Management
Mobile App Development For Financial Services
Omnichannel Customer Support
and more

4. Oakmont Capital Services, Llc

Industry: Financial Services

Location: West Chester, Pennsylvania

Website: oakmontfinance.com

Company Founded: 1998

Company Size: 11-50

Company Address: 1398 Wilmington Pike, West Chester, Pennsylvania, United States

Oakmont Capital Services, Llc Contact Details

Name Title LinkedIn Phone Email
Daryn Lecy Vice President Of Operations
Clfp Michael Mcelroy Business Development Officer
Chad Primus Business Development Officer
D.j Jackson Channel Development Officer
Elise Linn Business Development Officer
Clfp Mikki Henkelman Credit Manager
Clfp Tracey Elfering Business Development Coordinator
Requires/Intent and 3 more Employees
Customer Relationship Management (CRM)
Marketing Services
and more

5. Stp Investment Services

Industry: Financial Services

Location: West Chester, Pennsylvania

Website: stpis.com

Company Founded: 2008

Company Size: 51-200

Company Address: 158 West Gay Street, West Chester, Pennsylvania, United States

Stp Investment Services Contact Details

Name Title LinkedIn Phone Email
Keith Bradley Chief Operating Officer
Jason Bolc Vice President Operations
Patrick Iozzo Head Of Investment Performance
Jessica Cruz Vice President Of Project Management
Jaclyn Mudrick Account Manager
Nicholas Marren Incoming Summer Intern
Jaclyn Dolan Account Manager
Requires/Intent and 1 more Employees
Securities Trading & Brokerage
Mergers & Acquisitions Advisory
Branding & Public Relations
Customer Relationship Management (CRM)
and more

6. Wheelhouse Analytics

Industry: Financial Services

Location: West Chester, Pennsylvania

Website: wheelhouseanalytics.com

Company Founded: 2010

Company Size: 11-50

Company Address: 117-123 West Gay Street, West Chester, Pennsylvania, United States

Wheelhouse Analytics Contact Details

Name Title LinkedIn Phone Email
Daniel Wing Summer Intern
Requires/Intent
Data Analytics & Business Intelligence
Legal Compliance & Advisory
Compliance & Regulatory Advisory
Treasury & Cash Flow Management
and more
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West Chester Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Steve Southard Primepay Account Executive
2 Catherine Brooks Primepay Area Sales Manager
3 Bryan Gorman Primepay Area Sales Manager
4 Kathryn Main Primepay Director, Marketing And Communications
5 Jon Hines Primepay Pacific Northwest Regional Sales Manager
6 Jim Dicaro Primepay Manager, Sales Coaching And Development
7 Silke Wenzel Primepay Regional Sales Executive
8 Nicholas Goble Venerable Senior Quantitative Derivative Associate
9 Heather Kleis Venerable Evp, Chief Human Resources Officer
10 Troy Vroegh Venerable Senior Program Project Manager
11 Karthik Gadiraju Venerable Vice President, Hedge Strategy
12 Alexandra Findleton Venerable Corporate Development And M And A Associate
13 Corey Skadburg Venerable Director, Operations Technical Support
14 Shant Rane Venerable Lead System Engineer
15 Anil Budha Gbp Financial Solutions, Llc. Managing Principal
16 Daryn Lecy Oakmont Capital Services, Llc Vice President Of Operations
17 Clfp Michael Mcelroy Oakmont Capital Services, Llc Business Development Officer
18 Chad Primus Oakmont Capital Services, Llc Business Development Officer
19 D.j Jackson Oakmont Capital Services, Llc Channel Development Officer
20 Elise Linn Oakmont Capital Services, Llc Business Development Officer
21 Clfp Mikki Henkelman Oakmont Capital Services, Llc Credit Manager
22 Clfp Tracey Elfering Oakmont Capital Services, Llc Business Development Coordinator
23 Keith Bradley Stp Investment Services Chief Operating Officer
24 Jason Bolc Stp Investment Services Vice President Operations
25 Patrick Iozzo Stp Investment Services Head Of Investment Performance
26 Jessica Cruz Stp Investment Services Vice President Of Project Management
27 Jaclyn Mudrick Stp Investment Services Account Manager
28 Nicholas Marren Stp Investment Services Incoming Summer Intern
29 Jaclyn Dolan Stp Investment Services Account Manager
30 Daniel Wing Wheelhouse Analytics Summer Intern

Financial Services companies in different cities of Pennsylvania

No. Industry Number of Contacts Download
1 Financial services Companies in Philadelphia 21888
2 Financial services Companies in Pittsburgh 17100
3 Financial services Companies in King Of Prussia 3420
4 Financial services Companies in Lancaster 2052
5 Financial services Companies in Radnor 2736
6 Financial services Companies in Wayne 2736
7 Financial services Companies in Conshohocken 2052
8 Financial services Companies in Malvern 4104
9 Financial services Companies in Horsham 4104
10 Financial services Companies in Harrisburg 1368
11 Financial services Companies in Bethlehem 1368
12 Financial services Companies in Blue Bell 684
13 Financial services Companies in Trevose 2736
14 Financial services Companies in Allentown 684
15 Financial services Companies in Berwyn 1368
16 Financial services Companies in Newtown 684