Insights

Niche Focus Small, minority-owned registered investment advisor with a long-standing presence in Pennsylvania presents a targeted opportunity to offer boutique wealth management solutions, outsourced CIO capabilities, or inclusive investing services tailored to minority-owned firms and family offices.

Growth Potential Revenue under one million and a compact team suggest potential for scalable services such as portfolio analytics, compliance support, and technology outsourcing to enhance operational efficiency and client reporting for a growing advisory practice.

Tech Enablement Existing tech stack includes web, SEO, and security measures; opportunities exist to modernize client onboarding, CRM, performance reporting, and digital marketing to improve client acquisition and retention.

Strategic Partnerships Recent portfolio activity indicates active asset allocation decisions; potential to explore strategic custodial, fundraising, or vendor partnerships that align with Thermo Fisher-scale investments and similar large-cap allocations.

Competitive Positioning Among peers of varying size, The Swarthmore Group stands out as a legacy minority-owned firm; sales efforts could emphasize succession planning, ESG/sustainability overlays, and customized, high-touch client service to differentiate from larger firms.

Similar companies to The Swarthmore Group, Inc.

The Swarthmore Group, Inc. Tech Stack

The Swarthmore Group, Inc. uses 8 technology products and services including JSON-LD, jQuery, Lightbox, and more. Explore The Swarthmore Group, Inc.'s tech stack below.

JSON-LD
Javascript Frameworks
jQuery
Javascript Libraries
Lightbox
Javascript Libraries
Envoy
Load Balancers
Yoast SEO
Search Engines
Akamai Bot Manager
Security
HSTS
Security
YouTube
Video Players

Media & News

Swarthmoregroup invests into Thermo Fisher Scientific.
Swarthmore Group Inc Inc invested 4.56% of its portfolio in Thermo Fisher Scientific Inc. (NYSE:TMO).
Aug 10, 2019 | investtribune.com

The Swarthmore Group, Inc.'s Email Address Formats

The Swarthmore Group, Inc. uses at least 1 format(s):

The Swarthmore Group, Inc. Email Formats	Example	Percentage
FLast@swarthmoregroup.com	JDoe@swarthmoregroup.com	71%
F.Last@swarthmoregroup.com	J.Doe@swarthmoregroup.com	15%
LastF@swarthmoregroup.com	DoeJ@swarthmoregroup.com	7%
First.Last@swarthmoregroup.com	John.Doe@swarthmoregroup.com	7%

Frequently Asked Questions

What is The Swarthmore Group, Inc.'s official website and social media links?

The Swarthmore Group, Inc.'s official website is swarthmoregroup.com and has social profiles on LinkedIn.

How much revenue does The Swarthmore Group, Inc. generate?

As of August 2026, The Swarthmore Group, Inc.'s annual revenue is estimated to be <$1M.

What is The Swarthmore Group, Inc.'s NAICS code?

The Swarthmore Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does The Swarthmore Group, Inc. have currently?

As of August 2026, The Swarthmore Group, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Chief Of Staff: S. C.Associate Dean Of Admissions And Director Of Access And Equity: W. J.Financial Aid: V. D.. Explore The Swarthmore Group, Inc.'s employee directory with LeadIQ.

What industry does The Swarthmore Group, Inc. belong to?

The Swarthmore Group, Inc. operates in the Financial Services industry.

What technology does The Swarthmore Group, Inc. use?

The Swarthmore Group, Inc.'s tech stack includes JSON-LDjQueryLightboxEnvoyYoast SEOAkamai Bot ManagerHSTSYouTube.

What is The Swarthmore Group, Inc.'s email format?

The Swarthmore Group, Inc.'s email format typically follows the pattern of FLast@swarthmoregroup.com. Find more The Swarthmore Group, Inc. email formats with LeadIQ.

When was The Swarthmore Group, Inc. founded?

The Swarthmore Group, Inc. was founded in 1991.

The Swarthmore Group, Inc.

Q: How many employees does The Swarthmore Group, Inc. have currently?

The Swarthmore Group, Inc. has approximately 3 employees.

Q: What industry does The Swarthmore Group, Inc. belong to?

The Swarthmore Group, Inc. operates in the Financial Services industry.

Q: What technology does The Swarthmore Group, Inc. use?

The Swarthmore Group, Inc.'s tech stack includes Facebook Pixel, Google Analytics, PWA, WordPress, YouTube.

Q: When was The Swarthmore Group, Inc. founded?

The Swarthmore Group, Inc. was founded in 1991.

Q: What is The Swarthmore Group, Inc.'s NAICS code?

The Swarthmore Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesPennsylvania, United States2-10 Employees

The Swarthmore Group, Inc. is a small financial services firm providing registered investment advisory services. It is based in Philadelphia, Pennsylvania, and is described as one of the oldest, active, minority-owned investment advisory firms in the state. The firm’s guiding principles are rooted in the founder's vision and values, which inform how it serves its clients.

Its client base consists of individuals and entities seeking careful alignment of portfolios with their stated goals and priorities. Within the financial services industry, the firm positions itself as a long-standing, minority-owned advisory practice focused on understanding clients' needs and guiding them toward a solid plan. The organization operates with a small team of professionals dedicated to delivering personalized guidance consistent with its foundational values.