WSFS Financial

Bryn Mawr Trust is a banking institution that offers a comprehensive range of financial services, including commercial and retail banking, insurance, and asset management. The firm serves individuals, multi-generational families, and institutions, providing various services such as consumer and commercial loans, equipment leasing, and mortgages. Additionally, Bryn Mawr Trust specializes in wealth management, which encompasses investment management, trust and estate administration, retirement planning, custody services, and tax planning. The institution also accepts deposit products, including non-interest-bearing demand deposits and savings accounts, to meet the diverse financial needs of its clients.

Figure Technologies, Inc. is a fintech company based in San Francisco, California, that specializes in providing consumer financial solutions primarily focused on home equity products. Incorporated in 2018, the company offers services such as home equity lines of credit, home improvement loans, and home buy-lease back options, facilitating access to capital for customers in as little as five days. Figure leverages blockchain technology, artificial intelligence, and advanced analytics to enhance its offerings, enabling customers to effectively manage their financial needs, including debt consolidation and retirement planning. Additionally, Figure has developed Provenance, a blockchain platform designed for businesses to manage digital assets and execute financial transactions efficiently.

Beneficial Bank, founded in 1853 and headquartered in Philadelphia, Pennsylvania, provided a comprehensive array of consumer and commercial banking services to individuals, businesses, and nonprofit organizations primarily in the Philadelphia and Southern New Jersey areas. The bank offered various deposit products, including checking and savings accounts, certificates of deposit, and cash management services. It also specialized in a wide range of loans, such as personal loans, mortgages, commercial real estate loans, and small business leases. In addition to banking services, Beneficial Bank provided wealth management and insurance services, encompassing property, casualty, life, and health insurance. The institution was acquired by WSFS Financial Corporation in March 2019, marking a significant transition in its business operations.

West Capital Management, established in 1994 and based in Philadelphia, Pennsylvania, is an SEC-Registered Investment Advisor that provides fee-only investment management and a range of asset management services. The firm focuses on objective research and complete transparency, ensuring that clients receive superior service without the sale of in-house or proprietary products. West Capital Management offers various services, including tax and estate planning, capital allocation, corporate trust services, and portfolio management. The company is dedicated to simplifying the complexities of wealth management, recognizing that wealth encompasses more than just financial assets.

Powdermill Financial Solutions LLC (“Powdermill”), established in 2003, is located in Wilmington, Delaware and serves an affluent clientele in the local community and throughout the United States. The firm specializes in providing unique, independent solutions to high net worth individuals, families and corporate executives through a coordinated, centralized approach. The firm simplifies the complex financial lives of their clients through services which include: estate and business succession planning, bill paying, tax planning and preparation, investment tracking and philanthropy management.

Penn Liberty Bank, established in 2004 by seasoned bankers, is dedicated to serving the local community in the western suburban Philadelphia area. The bank offers a diverse range of financial products and services tailored to small and mid-size businesses, professional real estate developers, investors, and retail customers. Its commitment to the community and focus on personalized service have positioned it as a valuable financial partner for individuals and businesses alike. In 2023, Penn Liberty Bank was acquired by WSFS Financial, further enhancing its ability to meet the financial needs of its clients.

Array Financial Group is a mortgage banking company, specializing in a variety of residential mortgage and refinancing solutions.

Christiana Bank & Trust offers personal and business banking, custody, investment management, and trust services.