Investment Traders Association of Philadelphia

What Investment Traders Association of Philadelphia does

The Investment Traders Association of Philadelphia (ITAP) is a private non-profit professional membership association founded in 1923, serving investment industry professionals in the Philadelphia metropolitan area. It is an affiliate of the Security Traders Association (STA), a national network of more than 15 affiliates across the United States and Canada. The organization's core products are membership enrollment, an annual flagship conference (the 100th Annual Conference held in 2026 at The Franklin Institute), a recurring annual golf outing (13th Annual in 2026 at North Hills Country Club), and a portfolio of supplementary social events including World Cup viewing parties, Phillies games, Topgolf outings, and holiday parties. ITAP also serves as a vehicle for industry advocacy and market structure education for its members.

ITAP's membership spans professionals across trading, sales, research, compliance, operations, fintech, quantitative analysis, and market structure roles, with separate regular and junior membership tiers. The organization is governed by an elected board of officers (President Ray Hally, Vice President Scott Richard, Treasurer Wingate Grim, Secretary Ryan Fitzpatrick, Ex-Officio Christina Kowalski) drawn from leading Philadelphia-area financial firms including Bancroft Capital, S3, JD Group Holdings, Vanguard, Blackstone, Janney Montgomery Scott, Susquehanna International Group, RBC Capital Markets, and ETF Global.

ITAP's revenue model is built on three streams: recurring annual membership dues, event registration fees (e.g., golf outing at $300 single, $1,100 foursome, $75 non-player attendee), and tiered corporate sponsorships (Platinum $5,000, Gold $3,500, Silver $2,000). Platinum and Gold sponsors include Nasdaq, StoneX, Susquehanna International Group, Tradeweb, S3, and Virtu Financial. The organization operates with 1-10 employees, no proprietary technology, and no formal sales force; member referrals and event-driven enrollment are the primary growth mechanisms.

Name

Investment Traders Association of Philadelphia

Legal name

Investment Traders Association of Philadelphia

Website

https://phillytraders.org

Company type

Private

Founded year

1923

Operating status

Operating

Headcount range

1–10 employees

Short description

The Investment Traders Association of Philadelphia (ITAP) is a non-profit professional membership association, founded in 1923 and affiliated with the Security Traders Association, serving Philadelphia-area investment professionals across trading, sales, research, compliance, operations, fintech, and quantitative analysis through conferences, networking events, and tiered corporate sponsorships.

Ownership category

akta.pro rank

Headquarters

HQ city

Conshohocken

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Marketing or Sales, Personnel, Others

Revenue model

1. Membership Dues: Annual membership fees provide core revenue. Members receive access to events, networking opportunities, and association benefits. The organization offers regular membership, junior membership, and various sponsor tiers.
2. Event Fees: Revenue generated from annual conferences, golf outings, social events, and membership events. Event costs include registration fees for activities such as the 13th Annual Golf Outing (Single $300, Foursome $1,100, Non-player $75).
3. Sponsorships: Corporate sponsorships at Platinum ($5,000), Gold ($3,500), and Silver ($2,000) tiers provide significant revenue. Sponsors receive signage, website recognition, conference passes, golf outings, and membership benefits.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

ITAP is a non-profit professional membership association that provides networking, education, and advocacy services for investment professionals in the Philadelphia area. Its core deliverable is membership enrollment (regular and junior tiers) coupled with annual conferences, golf outings, social events, and tiered corporate sponsorship programs that grant financial-services firms visibility and access to the membership community.

Product overview

Investment Traders Association of Philadelphia (ITAP) is a professional membership organization affiliated with the Security Traders Association (STA). Rather than offering a unified software product platform, ITAP provides a portfolio of membership-based services including annual conferences, golf outings, social events, and networking opportunities. The organization also offers tiered sponsorship programs (Platinum, Gold, Silver) for financial services companies seeking visibility within the trading community.

Differentiator

Problem solved

Functional benefit

Products and services

• ITAP Membership Professional membership for investment traders and financial services professionals in the Philadelphia area, providing access to networking events, educational programming, industry advocacy, and member-only benefits. Available in regular and junior tiers.
• 100th Annual Conference Annual flagship conference event bringing together investment professionals for networking, professional engagement, and industry discussion. Held at The Franklin Institute in Philadelphia for the 2026 edition.
• Annual Golf Outing Annual golf event providing networking opportunities for members and sponsors in a relaxed social setting. Includes golf, breakfast, cocktail hour, and dinner, with individual golfer ($300), foursome ($1,100), and non-player attendee ($75) registration options.
• ITAP World Cup Social Event Social networking event featuring FIFA World Cup viewing party for members and prospective members. Includes a membership drive where members can invite one work colleague or friend from the financial community.
• Sponsorship Programs Tiered sponsorship opportunities (Platinum $5,000; Gold $3,500; Silver $2,000 annual) providing visibility and access for financial services companies to the ITAP membership community, including event signage, website recognition, conference passes, golf outing slots, and membership benefits.

Quantifiable outcome

• Access to STA National network of 15+ affiliates
• +1 more outcomes

Named customers8 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

15 partnerships are on record, tiered core, minor and major.

• Security Traders Association (STA)coreStrategic or Co-development Partner · 1 January 1923ITAP is an affiliate of the Security Traders Association, a grassroots organization comprised of more than 15 Affiliates in the U.S. and Canada. STA educates members on market structure issues while representing their interests with legislators, regulators and other industry associations. ITAP participates in STA national events, receives STA news updates, and contributes to the broader STA network.
• Security Traders Association of New York (STANY)minorStrategic or Co-development PartnerCross-affiliate relationship evidenced by joint events such as STANY Security Traders Association of New York events where ITAP members participated, including Pete Cocuzza playing on the NYSE trading floor during a STANY event.
• CFA Society PhiladelphiaminorStrategic or Co-development PartnerJoint networking event hosted with CFA Society of Philadelphia at the Great American Pub for member networking and membership drive purposes.
• Nasdaq (Platinum Sponsor)majorGTM or Marketing PartnerPlatinum sponsor of ITAP events. Nasdaq has taken home the Markets Media Choice Award for Best Exchange Group and supports ITAP through sponsorship, providing market data insights and industry news through the organization's communications.
• StoneX (Platinum Sponsor)majorGTM or Marketing PartnerPlatinum sponsor providing financial services industry expertise and event support.
• Susquehanna International Group (SIG) (Platinum Sponsor)majorGTM or Marketing PartnerPlatinum sponsor. SIG professionals participate in ITAP events and conferences, with representatives such as Mike McGowan serving on the ITAP Board.
• Tradeweb (Platinum Sponsor)majorGTM or Marketing PartnerPlatinum sponsor supporting ITAP events and programs.
• S3 (Gold Sponsor)majorGTM or Marketing PartnerGold sponsor. S3 is a full-service compliance reporting and trade analytics software company. VP Global Head of Sales & Strategy Scott Richard serves as ITAP Vice President.
• Virtu Financial (Gold Sponsor)majorGTM or Marketing PartnerGold sponsor. Virtu Financial participates in ITAP events with representatives involved in conference programming.
• Bancroft CapitalminorGTM or Marketing PartnerPresident Ray Hally serves as Director of Equity at Bancroft Capital, representing the firm in ITAP leadership.
• Girls on the Run PhiladelphiaminorOthersITAP supports Girls on the Run Philadelphia through philanthropy. Executive Vice Chair Christina Kowalski serves on the board of Girls on the Run Philadelphia.
• Veterans Multi-Service Center (VMC)minorOthersITAP supports VMC through philanthropy. President Ray Hally actively volunteers with VMC and other veteran organizations.
• North Light Community CenterminorOthersITAP supports North Light Community Center through charitable giving as part of its philanthropy initiatives.
• CFA Society New YorkminorStrategic or Co-development PartnerITAP member Eric Green, CFA appeared on the Compound Insights podcast hosted by CFA Society New York, discussing small cap equities and fixed income.
• Boys & Girls Club of PhiladelphiaminorOthersITAP made a charitable donation to support the local community and programs for children.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Bond Club of Philadelphia: Philadelphia-based professional association for fixed-income/debt capital-markets professionals. Directly comparable as a regional Philadelphia financial-services networking body — mentioned in Christina Kowalski's board bio as a comparable membership organization.
• CFA Society New York: Largest CFA Institute society serving New York investment professionals. Directly comparable as a major-city professional membership society that co-hosts programming (e.g., Compound Insights podcast) with ITAP members.
• National Organization of Investment Professionals (NOIP): National professional association for investment professionals with individual society affiliates. Directly comparable model — cited in ITAP board member Brian Pears' biography as a peer organization — providing networking, education, and advocacy for investment professionals.
• CFA Society Philadelphia: Philadelphia-based professional membership society for investment/financial professionals. Directly comparable because ITAP has co-hosted networking events with this organization and shares overlapping financial-services members in the same Philadelphia market.
• Security Traders Association of New York (STANY): Sister affiliate of STA serving the New York trading community. Direct peer because ITAP members have explicitly participated in STANY events (e.g., NYSE floor appearances), making it the most analogous regional trading association.
• Market Technicians Association (MTA): International professional association for technical analysts and charting practitioners. Directly comparable because it shares the same nonprofit, member-dues-plus-events, advocacy-on-market-structure model as ITAP in an adjacent investment discipline.

Broad incumbents

• CFA Institute: Global professional body for investment professionals, issuing the CFA charter. Comparable as the broader professional membership/credentialing umbrella whose local societies (e.g., CFA Society Philadelphia) partner with ITAP.
• Securities Industry and Financial Markets Association (SIFMA): U.S. trade association for broker-dealers, investment banks, and asset managers. Comparable as the largest incumbent trade body in the same market-structure/regulatory advocacy space, but representing institutional sell-side firms rather than individual professionals.
• Global Financial Markets Association (GFMA): Global industry association for banks and securities firms operating in capital and wholesale financial markets. Comparable incumbent trade association advocating on market structure — the same regulatory domain ITAP highlights in its value proposition.
• Security Traders Association (STA): The national umbrella trade association for individual securities-trading professionals in the U.S. and Canada, with 15+ affiliates including ITAP. Directly comparable as the parent association governing ITAP's charter, advocacy, and event calendar.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/investment-traders-association-of-philadelphia

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

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Frequently asked questions about Investment Traders Association of Philadelphia