Oppenheimer and WSFS Bank Announce Partnership

Oppenheimer & Co. Inc. March 03, 2025

Today, Oppenheimer announced its preferred provider relationship with WSFS Bank. WSFS Bank provides independent, third-party loan agency services as the Administrative Agent for syndicated and bilateral loans. Under this new relationship, WSFS Bank will continue to provide best-in-class administrative agency services, with Oppenheimer serving as a Trading Agent on future loans, helping to provide liquidity to lenders for loan facilities on behalf of companies that WSFS Bank administers.

About WSFS Financial Corporation

WSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and trust company in the Greater Philadelphia and Delaware region.

As of December 31, 2024, WSFS Financial Corporation had $20.8 billion in assets on its balance sheet and $89.4 billion in assets under management and administration. WSFS operates from 114 offices, 88 of which are banking offices, located in Pennsylvania (57), Delaware (39), New Jersey (14), Florida (2), Nevada (1) and Virginia (1) and provides comprehensive financial services including commercial banking, consumer banking, treasury management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust® , The Bryn Mawr Trust Company of Delaware, Cash Connect® , NewLane Finance® , Powdermill® Financial Solutions, WSFS Institutional Services® , WSFS Mortgage® , and WSFS Wealth® Investments.

Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. For more information, please visit www.wsfsbank.com.

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