Insights

Acquisition Opportunity The recent acquisition of Daniels + Tansey by Creative Planning Advisor Services indicates a strategic expansion move, presenting an opportunity to offer complementary financial advisory solutions or integration services to enhance their merged capabilities.

Mid-Tier Focus With a revenue range of one to ten million dollars and a relatively small team, Daniels + Tansey offers targeted services that can be scaled through digital tools and customized solutions, appealing for firms seeking to expand their boutique advisory offerings.

Niche Specialization As a comprehensive wealth management firm emphasizing personalized financial, tax, and investment services, there is potential to introduce specialized technology platforms or asset management tools tailored to their multi-disciplinary advisory approach.

Technology Enhancement Their current tech stack shows a reliance on standard web development tools, suggesting opportunities to propose advanced client engagement platforms or secure data management solutions to improve client experience and operational efficiency.

Competitive Differentiation Positioned among large firms like Deloitte and KPMG in the industry, Daniels + Tansey could benefit from innovative fintech partnerships or niche regulatory compliance solutions to strengthen their competitive positioning and attract high-net-worth clients.

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. 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 December 2025, 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 December 2025, Daniels + Tansey, LLP has approximately 11 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 11 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 States11-50 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.