What is Daniels + Tansey, LLP's NAICS code?

Daniels + Tansey, LLP's NAICS code is 52 (Finance and Insurance).

Insights

Expanding Client Base Following its recent acquisition by Creative Planning Advisor Services, LLC, Daniels + Tansey is positioned for growth through expanded resources and broader client reach, creating opportunities to introduce complementary financial services and targeted solutions.

Mid-Tier Market Focus With revenue estimates between one million and ten million dollars, Daniels + Tansey serves a niche market of high-net-worth individuals and families, indicating potential for premium service offerings and wealth management products tailored to affluent clients.

Technology Adoption The firm's engagement with modern web technologies and digital platforms suggests openness to digital financial solutions, enabling cross-selling of online wealth management tools, tailored apps, or virtual advisory services.

Personalized Wealth Strategies The firm's emphasis on integrated, personalized solutions for clients presents opportunities to upsell specialized advisory services such as estate planning, tax optimization, and bespoke investment management.

Industry Positioning As a privately-owned SEC-registered firm within a competitive landscape, Daniels + Tansey can leverage its personalized approach and legacy relationships to differentiate from larger firms and attract clients seeking customized, relationship-driven financial advice.

Similar companies to Daniels + Tansey, LLP

Daniels + Tansey, LLP Tech Stack

Daniels + Tansey, LLP uses 8 technology products and services including jQuery CDN, Open Graph, Webpack, and more. Explore Daniels + Tansey, LLP's tech stack below.

jQuery CDN
Content Delivery Network
Open Graph
Content Management System
Webpack
Development
Squarespace Commerce
E-commerce
Choices
Javascript Libraries
Modernizr
Javascript Libraries
jQuery
Javascript Libraries
jQuery UI
Javascript Libraries

Media & News

Creative Planning Advisor Services, LLC acquired Danielstansey on Nov 1st '23.
Creative Planning strengthens its expertise with the acquisition of Daniels + Tansey.
Nov 27, 2023 | www.prnewswire.com

Daniels + Tansey, LLP's Email Address Formats

Daniels + Tansey, LLP uses at least 1 format(s):

Daniels + Tansey, LLP Email Formats	Example	Percentage
FLast@danielstansey.com	JDoe@danielstansey.com	45%
First.Last@danielstansey.com	John.Doe@danielstansey.com	5%
FLast@danielstansey.com	JDoe@danielstansey.com	45%
First.Last@danielstansey.com	John.Doe@danielstansey.com	5%

Frequently Asked Questions

Where is Daniels + Tansey, LLP's headquarters located?

Daniels + Tansey, LLP's main headquarters is located at 1013 Centre Road Suite 220 Wilmington, Delaware United States. The company has employees across 1 continents, including North America.

What is Daniels + Tansey, LLP's phone number?

You can contact Daniels + Tansey, LLP's main corporate office by phone at

+1-302-594-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Daniels + Tansey, LLP's official website and social media links?

Daniels + Tansey, LLP's official website is danielstansey.com and has social profiles on LinkedIn.

How much revenue does Daniels + Tansey, LLP generate?

As of February 2026, Daniels + Tansey, LLP's annual revenue is estimated to be $652K.

What is Daniels + Tansey, LLP's SIC code NAICS code?

Daniels + Tansey, LLP's SIC code is 6722 - Management Investment Offices, Open-End NAICS code is 52 - Finance and Insurance.

How many employees does Daniels + Tansey, LLP have currently?

As of February 2026, Daniels + Tansey, LLP has approximately 3 employees across 1 continents, including North America. Key team members include Owner: C. K. D.Partner: S. B.Cpa: L. R.. Explore Daniels + Tansey, LLP's employee directory with LeadIQ.

What industry does Daniels + Tansey, LLP belong to?

Daniels + Tansey, LLP operates in the Financial Services industry.

What technology does Daniels + Tansey, LLP use?

Daniels + Tansey, LLP's tech stack includes jQuery CDNOpen GraphWebpackSquarespace CommerceChoicesModernizrjQueryjQuery UI.

What is Daniels + Tansey, LLP's email format?

Daniels + Tansey, LLP's email format typically follows the pattern of FLast@danielstansey.com. Find more Daniels + Tansey, LLP email formats with LeadIQ.

When was Daniels + Tansey, LLP founded?

Daniels + Tansey, LLP was founded in 2001.

Daniels + Tansey, LLP

Q: How many employees does Daniels + Tansey, LLP have currently?

Daniels + Tansey, LLP has approximately 3 employees.

Q: What technology does Daniels + Tansey, LLP use?

Daniels + Tansey, LLP's tech stack includes Squarespace, Open Graph, Squarespace Commerce, Google Fonts API, HSTS.

Financial ServicesDelaware, United States2-10 Employees

Daniels + Tansey is a privately-owned, SEC registered investment advisor. We operate as an 'ensemble' firm and believe that comprehensive wealth management is rooted in three key areas: financial advisory, tax and investment management.

Our team of multi-disciplinary professionals delivers integrated, personalized solutions to individuals, families and business . . . always putting the client first, many of these relationships have lasted generations.

For more about services and contact information, please visit us at www.danielstansey.com.