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Company · Independent financial advisers

Phillips & Cohen Associates

As of 2 November 2026, Phillips & Cohen Associates has 5 open roles (5 new in 30 days), its finance & accounting team is hiring most, and its postings name Microsoft SQL Server, SQL and Oracle NetSuite as the tools the team works in.

As of 2 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Wilmington, United States201-500 employees10M-50M revenue, est.B2C, B2Bphillips-cohen.com ↗LinkedIn ↗
Headquarters
Wilmington, Delaware, United States
Employees
201-500 employees (linkedin)
Sells to
estate representatives, creditors, consumers
Certifications on site
Site languages
EN, FR
Career system
Dayforce
5open roles · 5 new in 30 days
14tools named in postings
United Stateshiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Phillips & Cohen Associates in one screen

Read from phillips-cohen.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Phillips & Cohen Associates does

Phillips & Cohen Associates is a financial services company that handles deceased and personal accounts for consumers and estate representatives. It offers secure online portals (Estate-Serve and Account-Serve), one-time payments, and phone payment support. The company serves clients internationally across the United States, United Kingdom, Australia, and Canada.

secure online account portalone-time payment optionestate-serve portalaccount-serve portalphone payment support
Whom it sells to

Named on the site: estate representatives, creditors, consumers, debtors and creditors.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 594 scored.

Scott & Associates, P.C.United States · 51-200 employeesTaihous Trust FinUnited States · 51-200 employeesPeoples Trust CompanyUnited Kingdom · 51-200 employeesintertb.comUnited States · 51-200 employeestecis Finanzdienstleistungen AGGermany · 5001-10000 employeesFFEC Wealth PartnersUnited States · 51-200 employees
03Tech stack, with the evidence

What Phillips & Cohen Associates says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Oracle NetSuiteFinance & accounting · high confidence · 1 posting
Review and post bills and sales invoices into NetSuite.
Finance - Junior Accountant · first seen 2026-10-16
SalesforceBusiness development & strategy · high confidence · 1 posting
Maintain an active pipeline of opportunities and relationship activity within Salesforce.
Director of Business Development · first seen 2026-10-14
Microsoft ExcelFinance & accounting · medium confidence · 1 posting
Proficiency in Microsoft Office applications, particularly Excel.
Finance - Junior Accountant · first seen 2026-10-16
Microsoft OfficeFinance & accounting · medium confidence · 1 posting
Proficiency in Microsoft Office applications, particularly Excel.
Finance - Junior Accountant · first seen 2026-10-16
On the website or in DNS

Vendors whose code loads on phillips-cohen.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

04Hiring

5 open roles, 5 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Phillips & Cohen Associates, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Phillips & Cohen Associates to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Phillips & Cohen Associates

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 594 scored.

Scott & Associates, P.C.Consumer debt relief claims · United States51-200 employees
Taihous Trust FinRetail & commercial banks · United States51-200 employees
Peoples Trust CompanyConsumer finance companies · United Kingdom51-200 employees
intertb.comRetail & commercial banks · United States51-200 employees
tecis Finanzdienstleistungen AGIndependent financial advisers · Germany5001-10000 employees
FFEC Wealth PartnersWealth management general · United States51-200 employees
07Profile

From the company's own website

Legal namePhillips & Cohen Associates
IndustryBusiness & finance services · Independent financial advisers
Offeringssecure online account portal · one-time payment option · estate-serve portal · account-serve portal · phone payment support
Target customersestate representatives · creditors · consumers · debtors and creditors
Geographic scopeinternational · also Canada
Reviews found
Public contact points3 role addresses · 3 phone numbers
Pages readprivacy, pricing, terms, locations, home, contact, careers, references
Datescrawled 2026-08-07 · profiled 2026-08-16 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Phillips & Cohen Associates (Wilmington, United States, 201-500 employees) has 5 open roles, 5 new in 30 days, and names 14 tools in its postings. (Breaknorm, 2 November 2026, https://breaknorm.co/company/phillips-cohen.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from phillips-cohen.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Dayforce career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Phillips & Cohen Associates: questions

Does Phillips & Cohen Associates use Microsoft SQL Server?

Yes, by the company's own words: 2 postings name it, first seen 2026-10-06, in the data & ai team.

Is Phillips & Cohen Associates hiring?

5 open roles as of 2 November 2026, 5 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From phillips-cohen.com itself: we crawled it on 2026-08-07, built the profile on 2026-08-16, and read its career site (Dayforce) hourly since. Headcount is from LinkedIn.

Who should I write to at Phillips & Cohen Associates?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 3 public role addresses from the site are there too.

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