WSFS Institutional Services

At WSFS Institutional Services, we fulfill your organization’s need for high-quality, value-added institutional and corporate trust services and products that provide innovative solutions for your needs today.

Why Choose WSFS Institutional Services?

Providing innovative solutions for your needs today, tomorrow, and moving forward.
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Trusted partner

We are your partners providing you with superior Client service while focusing on the details of your transaction.
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Customized solutions

We develop customized, end-to-end solutions with an entrepreneurial approach. With our expertise and flexibility, we are able to work with a variety of asset classes, from classic mortgages to newer digital assets.

Customized, End-to-End Solutions

We offer the following corporate trustee services: Owner and Indenture Trustee, Paying Agent, Calculation Agent, Collateral Agent, eVault, Verification Agent, Custodian and Delaware Statutory Trustee.
WSFS Global Capital Markets (“WSFS GCM”) is a premium provider of global services to the leveraged loan and capital markets. WSFS Global Capital Markets, a division of WSFS Bank, has a capitalization in excess of $1 billion, with a commercial approach and a highly experienced staff.
WSFS SPE Services, LLC is a provider of comprehensive solutions for special purpose vehicles (SPVs), also known as special purpose entities (SPEs). Our SPV management services offer independent director, commercial domicile, and registered agent services. Our solutions for special purpose entities include corporate record keeping, bank account maintenance and reconciliation, and board meetings and minute preparation.
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A WSFS Financial Professional Will Help You Find the Right Solution