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Products & Services
About Sofia Financial
Sofia Financial provides financial services from a one-time session to an ongoing thought-partner accountability engagement. Sofia Financial is listed as a company employing 1-5 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Berwyn, Pennsylvania, United States.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Sofia Financial is one of 127,179 Financial companies listed in Pennsylvania.
Business Contact Information
- Phone
- +1 (610) 6407641
- Website
- sofiafinancial.com
- facebook.com/sofiafinancial
- Address
- 1055 Westlakes Dr, Berwyn, Pennsylvania, 19312, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 3 (1-5)
- Annual Revenue
- $1.1M ($1M-$5M)
Sofia Financial: frequently asked questions
What does Sofia Financial do?
Sofia Financial provides financial services from a one-time session to an ongoing thought-partner accountability engagement.
Where is Sofia Financial located?
Sofia Financial is headquartered at 1055 Westlakes Dr, Berwyn, Pennsylvania, 19312, United States.
How many employees does Sofia Financial have?
Sofia Financial has about 3 employees (the 1-5 range).
What is Sofia Financial's annual revenue?
Sofia Financial's annual revenue is estimated at $1.1M (the $1M-$5M range).
What industry is Sofia Financial in?
Sofia Financial is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Sofia Financial?
Its website is sofiafinancial.com and its phone number is +1 (610) 6407641.
What companies are similar to Sofia Financial?
Other large financial companies in Pennsylvania include Independence Blue Cross, Highmark Health, Highmark Health and AmeriHealth Caritas.
Largest financial companies in Pennsylvania
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Manufacturing sales in Pennsylvania, 2026
In Pennsylvania, Factur's 2026 study counted 44 manufacturing quotes worth $1.6M and 10 purchase orders over 12 months: 23% of quotes became orders, against 21% nationally. See the Pennsylvania data.
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