When was Penn Advisors founded?

Penn Advisors was founded in 2016.

Where is Penn Advisors located?

Penn Advisors is headquartered in Wilmington, United States.

Is Penn Advisors a funded company?

Penn Advisors is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Penn Advisors rank among its competitors?

Penn Advisors ranks 1222nd amongst 3775 active competitors, of which 42 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Pacific Life, which secured $4.74M in Mar, 2025.

Who are the top competitors of Penn Advisors?

Penn Advisors' top competitors include Wolters Kluwer, MassMutual and Ascensus. Among them, Pacific Life secured the most recent funding round in March, 2025.

Penn Advisors - 2026 Company Profile, Team & Competitors

Penn Advisors is an acquired company based in Wilmington (United States), founded in 2016. It operates as a Provider of financial advisory services. The company has 3775 active competitors, including 42 funded and 294 that have exited. Its top competitors include companies like Wolters Kluwer, MassMutual and Ascensus.

Company Details

Website: www.pennadvisors.com/
Email ID: *****@pennadvisors.com
Phone Number: +1 **********

Key Metrics

Founded Year

2016

Location

Wilmington, United States

Stage

Acquired

Ranked

1222^nd among 3775 active competitors

Similar Companies

Sea & 10449 more

Exit Details

Acquired by Equitable (Aug 17, 2022)

View Penn Advisors' full profile

Penn Advisors got acquired by Equitable on Aug 17, 2022.

Click here to take a look at Penn Advisors's acquisition in detail

Penn Advisors has not raised any funding rounds yet.

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Top competitors of Penn Advisors include Wolters Kluwer, MassMutual and Ascensus. Here is the list of Top 10 competitors of Penn Advisors, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	75/100
2nd	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
3rd	Ascensus 1980, Dresher (United States), Acquired	Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments	-	Atlas Merchant Capital	66/100
4th	Jackson 1961, Lansing (United States), Public	Retirement based investment management firm	$510M	Athene, Kestra	66/100
5th	Pacific Life 1868, Newport Beach (United States), Late Stage	Insurance company	$2.11B	-	65/100
6th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	64/100
7th	Voya Financial 1999, New York City (United States), Public	Provider of pension fund for the employees based out of the US	-	-	64/100
8th	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	63/100
9th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Permira, Freeman Spogli & 1 others	63/100
10th	Athene 2009, West Des Moines (United States), Acquired	Retirement services provider	$1.13B	Apollo Global Management, Cohesive Capital ... & 3 others	62/100
1222nd	Penn Advisors 2016, Wilmington (United States), Acquired	Provider of financial advisory services	-	-	20/100