Insights

Key Personnel Expansion SCS Financial has made significant senior leadership hires recently, including Lane MacDonald as CIO and Alex Gleeson as Managing Director of Strategy and M&A. This expansion of key personnel showcases growth opportunities and potential areas for business development.

Technology Integration With a tech stack that includes Microsoft Intune, Azure, iOS, and more, SCS Financial is clearly focused on leveraging technology for operational efficiency and client service. Highlighting solutions in line with their tech stack can open doors for technology-related sales discussions.

Wealth Management Focus SCS Financial manages approximately $30 billion in assets for private clients and institutions. This emphasis on wealth management presents a prime opportunity for investment-related sales engagements tailored to high-net-worth individuals and institutional investors.

Client-Aligned Approach The firm prides itself on a client-aligned business model and superior investment performance, factors that appeal to clients seeking personalized, results-driven financial services. Leveraging SCS Financial's client-centric approach can resonate well in sales conversations.

Competitive Positioning SCS Financial competes with notable firms like Aspiriant and BBR Partners, signaling a competitive but thriving landscape. Understanding key differentiators and areas of strength against competitors can guide sales strategies for capturing market share.

SCS Financial Tech Stack

SCS Financial uses 8 technology products and services including Microsoft Intune, Microsoft, Open Graph, and more. Explore SCS Financial's tech stack below.

  • Microsoft Intune
    Enterprise Mobility Management
  • Microsoft
    Miscellaneous
  • Open Graph
    Miscellaneous
  • MacOS
    Operating Systems & Computing Languages
  • Microsoft Azure
    Platform As A Service
  • PHP
    Programming Languages
  • iOS
    Programming Languages
  • Yoast SEO
    Search Engines

SCS Financial's Email Address Formats

SCS Financial uses at least 1 format(s):
SCS Financial Email FormatsExamplePercentage
FLast@scsfinancial.comJDoe@scsfinancial.com
88%
First.Last@scsfinancial.comJohn.Doe@scsfinancial.com
9%
FirstLast@scsfinancial.comJohnDoe@scsfinancial.com
2%
Last@scsfinancial.comDoe@scsfinancial.com
1%

Frequently Asked Questions

Where is SCS Financial's headquarters located?

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SCS Financial's main headquarters is located at 888 Boylston Street Suite 1010 Boston, MA 02199 US. The company has employees across 6 continents, including North AmericaAsiaSouth America.

What is SCS Financial's phone number?

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You can contact SCS Financial's main corporate office by phone at . 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 SCS Financial's official website and social media links?

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SCS Financial's official website is scsfinancial.com and has social profiles on LinkedIn.

How much revenue does SCS Financial generate?

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As of November 2024, SCS Financial's annual revenue reached $35M.

What is SCS Financial's NAICS code?

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SCS Financial's NAICS code is 52 - Finance and Insurance.

How many employees does SCS Financial have currently?

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As of November 2024, SCS Financial has approximately 174 employees across 6 continents, including North AmericaAsiaSouth America. Key team members include Chief Executive Officer: T. A.COO: J. M.Chief Investment Officer, Private Investments: P. L.. Explore SCS Financial's employee directory with LeadIQ.

What industry does SCS Financial belong to?

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SCS Financial operates in the Financial Services industry.

What technology does SCS Financial use?

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SCS Financial's tech stack includes Microsoft IntuneMicrosoftOpen GraphMacOSMicrosoft AzurePHPiOSYoast SEO.

What is SCS Financial's email format?

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SCS Financial's email format typically follows the pattern of . Find more SCS Financial email formats with LeadIQ.

When was SCS Financial founded?

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SCS Financial was founded in 2002.
SCS Financial

SCS Financial

Financial ServicesMassachusetts, United States51-200 Employees

Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $30 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results. 

SCS has never compromised. Our business model is client-aligned. Our professionals are world-class. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients. 

The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, excellent investment performance both for multi-asset class portfolios and private investments, and a powerful technology platform.

We know that our ability to continuously succeed for our clients depends squarely on the caliber of professional talent we bring to our company.  If you are an experienced wealth management professional looking to join a fast-paced rapidly growing organization that will challenge you and offer the opportunity for professional growth and success, then please forward your resume to careers@scsfinancial.com.  SCS Financial Services is an equal opportunity employer.  No phone calls please.

Section iconCompany Overview

Headquarters
888 Boylston Street Suite 1010 Boston, MA 02199 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
51-200

Section iconFunding & Financials

  • $10M$50M

    SCS Financial's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    SCS Financial's revenue is in the range of $10M$50M

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