WSFS Financial Corp.

WSFS Financial Corp.

WSFS Financial Corp.

Date Founded



WSFS Bank Center,500 Delaware Avenue,Wilmington, DE 19801

Type of Company


Employees (Worldwide)



Retail & Commercial Banking
Holding Companies

Company Description

WSFS Financial Corp. is a savings and loan holding company, which engages in the provision of banking and financial services. It operates through the following business segments: WSFS Bank, Cash Connect, and Wealth Management. The WSFS Bank segment provides loans and other financial products to commercial and retail customers. The Cash Connect segment offers ATM vault cash, cash safe, and other cash logistics services. The Wealth Management segment focuses in array of fiduciary, investment management, credit, and deposit products to clients. The company was founded in 1832 and is headquartered in Wilmington, DE.

Contact Data
Trying to get in touch with decision makers at WSFS Financial Corp.? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Executives & Employees

Chairman, President & Chief Executive Officer

Chairman, President & Chief Executive Officer, Director

Executive Vice President & Chief Financial Officer

Executive Vice President, Enterprise Risk Management (ERM)

Executive Vice President & Chief Risk Officer

Executive Vice President & Chief Information Officer

Chief Wealth Officer & Executive Vice President

Executive Vice President & Chief Retail Banking Officer

Chief Commercial Banking Officer & Executive Vice President

Chief Accounting Officer & Senior Vice President

Board of Directors

Chairman, President & Chief Executive Officer at WSFS Financial Corp.

Former Chairman, President & Chief Executive Officer, Director at WSFS Financial Corp.

Partner at International Business Machines Corporation

President at Longwood Foundation, Inc.

Executive Vice President-Administration at Comcast Corporation

President & Chief Executive Officer at Wawa, Inc.

Chief Operating Officer & Executive Vice President at University of Virginia

Vice Chairman of the Board, Chief Executive Officer at Interworld Corporation

President & Chief Marketing Officer at Epic Research Co., Inc.

President & Chief Executive Officer at The Risk Management Association

Paths to WSFS Financial Corp.
Potential Connections via
Relationship Science
WSFS Financial Corp.
Owners & Shareholders
Details Hidden

Perkins is a long-only equities investment advisor that employs a value-oriented approach based on the belief that investing in a diversified portfolio of high-quality yet undervalued stocks can lead to outperformance of a benchmark over time. The firm employs a thorough bottom-up method of fundamental analysis and conducts rigorous downside analysis before determining upside potential. Their investment strategies include: small-cap value, mid-cap value, large-cap value, global value, non-US value, all-cap value and value plus income. Perkins seeks high-quality companies with strong balance sheets, low debt ratios, financial flexibility, solid recurring free cash flows and committed and tenured management with significant insider ownership.

Details Hidden

PCM formulates investment advice and/or manage client assets by using different methods of analysis such as fundamental analysis; quantitative analysis; cyclical analysis; qualitative analysis; technical analysis; risks for all forms of analysis; and due diligence. Their investment strategies include long-term purchases and short-term purchases.

Details Hidden

ZCM offers a full range of fixed income and equity strategy management to their clients through their investment teams such as Select Equity, Fixed Income, BPG, FAMCO, MVP, and Red Granite.

Recent Transactions
Details Hidden

The Bank of Princeton purchases Beneficial Bank / Branches (5) from WSFS Financial Corp.

Details Hidden

WSFS Financial Corp. purchases Beneficial Bancorp, Inc.

Details Hidden

WSFS Financial Corp. purchases WSFS Capital Management LLC

Insider Transactions
Details Hidden
Details Hidden
Details Hidden
Transaction Advisors
Legal Advisor

Advised onWSFS Financial Corp. purchases Beneficial Bancorp, Inc.

Investment Advisor

Advised onWSFS Financial Corp. purchases Beneficial Bancorp, Inc.


Advised onSpringleaf Finance, Inc., AIG purchase Wilmington Finance, Inc. from WSFS Financial Corp.

Legal Advisor

Advised onWSFS Financial Corp. purchases Beneficial Bancorp, Inc.

Legal Advisor

Advised onWSFS Financial Corp. purchases Beneficial Bancorp, Inc.


Advised onWSFS Financial Corp. purchases Christiana Bank & Trust Co. from First National Penn Bancshares, Inc.

Key Stats and Financials As of 2020
Market Capitalization
Total Enterprise Value
Earnings Per Share
Enterprise Value / Sales
TEVNet Income
Debt TEV
Total Equity
Total Debt
Net Profit
Three Year Compounded Annual Growth Rate Of Revenue
Non-Profit Donations & Grants
$1 - $50K
$1 - $50K
Political Donations
Commonwealth Financial Network Investment Services & Portfolio Management | Waltham, MA

Commonwealth Financial Network is a privately held independent broker/dealer-RIA based in Waltham, Massachusetts, and 110 Plaza in San Diego, California. The company was founded in 1979 by Joseph S. Deitch and was incorporated under the name Commonwealth Equity Services. In 1999, the name Commonwealth Financial Network was adopted. As of 2017, Deitch remains Chairman of the firm. The firm is owned and controlled by its 10 managing principals.

Bank of America Corp. Retail & Commercial Banking - Charlotte, NC

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other.

Wells Fargo & Co. Retail & Commercial Banking - Minneapolis, MN

Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

Citizens Financial Group, Inc. - Rhode Island Retail & Commercial Banking - Providence, RI

Citizens Financial Group, Inc. engages in the provision of commercial banking services. It operates through the following segments: Consumer Banking and Commercial Banking. The Consumer Banking segment includes deposit products, mortgage and home equity lending, student loans, auto financing, credit cards, business loans, and wealth management and investment services. The Commercial Banking segment offers lending and leasing, trade financing, deposit and treasury management, foreign exchange and interest rate risk management, corporate finance and debt, and equity capital markets. The company was founded in 1828 and is headquartered in Providence, RI.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by WSFS Financial Corp.. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of WSFS Financial Corp.'s profile does not indicate a business or promotional relationship of any kind between RelSci and WSFS Financial Corp..