WSFS Bank

PIDC is a government administration firm specializing in financing programs and real estate products.

MRA Group is a real estate management company in Pennsylvania.

Bryn Mawr Bank Corporation is a comprehensive financial services company based in Bryn Mawr, Pennsylvania, founded in 1889. It offers a diverse range of services, including retail and commercial banking, trust administration, wealth management, and insurance solutions. With corporate assets totaling approximately $4.63 billion and wealth assets under management and administration reaching $14.7 billion, Bryn Mawr Trust operates 35 full-service retail bank locations and additional branches catering to retirement communities across Pennsylvania, New Jersey, and Delaware. The company serves a wide array of clients, including individuals, multi-generational families, and institutions, providing services such as consumer and commercial loans, equipment leasing, mortgages, and various wealth management offerings like investment management and retirement planning. Additionally, Bryn Mawr Trust accepts a variety of deposit products, ensuring comprehensive financial support for its clientele.

Figure Technologies, Inc. is a financial technology company based in San Francisco, California, established in 2018. It specializes in consumer financial solutions that include home equity lines of credit, home improvement loans, home buy-lease back offerings, mortgage refinancing, and student loan refinancing. Using its proprietary blockchain platform, Provenance, Figure aims to streamline the borrowing process, allowing customers to access capital in as few as five days. The company's services are designed to assist individuals with home improvement, debt consolidation, and retirement planning, leveraging advanced technologies such as artificial intelligence and analytics to enhance operational efficiency and customer experience.

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, is an SEC-Registered Investment Advisor headquartered in Philadelphia, Pennsylvania. The firm is dedicated to providing objective research, fee-only investment management, complete disclosure, and superior client service. West Capital Management does not sell any proprietary products, focusing instead on offering a range of services including tax and estate planning, capital allocation, corporate trust services, portfolio management, and regular client meetings. The company aims to simplify the complexities of wealth management for its clients, 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.

Cobbs Creek Foundation is a non-profit organisation that seeks to create state-of-art golf campus that unites communities.