Insights

High Net Worth Targeting SCS Financial specializes in serving ultra-high-net-worth individuals and families, indicating a potential opportunity for premium wealth management solutions and exclusive financial services tailored to affluent clients.

Strategic Growth With recent high-profile hires of senior strategy and investment leaders, the firm appears focused on expanding its advisory capabilities, presenting an opening for technology providers or consultancy firms to support these initiatives.

Innovative Technology Stack Utilizing a modern mix of web technologies such as ProgressBar.js, oEmbed, and HSTS, SCS Financial demonstrates openness to integrating advanced digital tools, which could be relevant for fintech partnerships or digital platform enhancements.

Regional Expansion Headquartered in Boston with multiple offices across major U.S. cities, SCS Financial is expanding its geographic footprint, creating opportunities for localized service providers or regional fintech integrations.

Market Position & Revenue With revenue estimates between 250 million and 500 million, and a competitive landscape including firms like Aspiriant and Colony Group, there is potential for strategic alliances or service differentiation to attract and retain high-net-worth clients.

SCS Financial Tech Stack

SCS Financial uses 8 technology products and services including oEmbed, ProgressBar.js, jQuery Migrate, and more. Explore SCS Financial's tech stack below.

oEmbed

Dev Tools

ProgressBar.js

Javascript Libraries

jQuery Migrate

Javascript Libraries

Microsoft

Miscellaneous

macOS

Operating Systems & Computing Languages

Priority Hints

Performance

iOS

Programming Languages

HSTS

Security

SCS Financial Email Formats	Example	Percentage
FLast@scsfinancial.com	JDoe@scsfinancial.com	88%
First.Last@scsfinancial.com	John.Doe@scsfinancial.com	9%
FirstLast@scsfinancial.com	JohnDoe@scsfinancial.com	2%
Last@scsfinancial.com	Doe@scsfinancial.com	1%

SCS Financial Email Formats

Example

Percentage

FLast@scsfinancial.com

JDoe@scsfinancial.com

88%

First.Last@scsfinancial.com

John.Doe@scsfinancial.com

FirstLast@scsfinancial.com

JohnDoe@scsfinancial.com

Last@scsfinancial.com

Doe@scsfinancial.com

Frequently Asked Questions

Where is SCS Financial's headquarters located?

SCS Financial's main headquarters is located at 888 Boylston Street, Suite 1010 Boston, MA 02199, US. The company has employees across 4 continents, including North AmericaAfricaEurope.

What is SCS Financial's phone number?

You can contact SCS Financial's main corporate office by phone at

+1-617-728-****

. 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?

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

What is SCS Financial's NAICS code?

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

How many employees does SCS Financial have currently?

As of October 2025, SCS Financial has approximately 241 employees across 4 continents, including North AmericaAfricaEurope. 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?

SCS Financial operates in the Financial Services industry.

What technology does SCS Financial use?

SCS Financial's tech stack includes oEmbedProgressBar.jsjQuery MigrateMicrosoftmacOSPriority HintsiOSHSTS.

What is SCS Financial's email format?

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

When was SCS Financial founded?

SCS Financial was founded in 2002.

SCS Financial

Financial ServicesUnited States201-500 Employees

SCS Financial is a wealth and investment management firm specializing in serving ultra-high-net-worth individuals, families, and institutions. We deliver personalized, fee-only advisory services focused on each client’s objectives, providing them with an integrated and customized plan for their future and a commitment to strive to exceed their expectations every day. 
 
As the Family Office & Outsourced Chief Investment Officer (OCIO) division of Focus Financial Partners, we serve clients with an unwavering commitment to integrity, transparency, and a client-first approach. Our team is at the heart of our success — composed of experienced professionals who thrive in a culture of curiosity and collaboration.
 
Headquartered in Boston, SCS has offices in New York, Providence, RI, Los Angeles, West Palm Beach, Atlanta, Dallas, Charlotte, Lexington, KY, Tampa, and Portsmouth, NH. We continue to grow, providing wealth and investment management services to families and institutions across the country.

Insights

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SCS Financial Tech Stack

Media & News

SCS Financial hired Nicole Jackson Leslie as Head of Wealth Strategy on Sep 23rd '25.

SCS Financial hires Adrienne Penta as national head of wealth management.

SCS Financial hired Lane MacDonald as CIO and Chair of the SCS Investment Committee on Jul 1st '24.

SCS Financial hires Alex gleeson as Managing Director, Strategy and M&A.

SCS Financial hired Alex as Managing Director of Strategy and M&A on Jan 1st '24.

SCS Financial hired Clare as Managing Director in the Private Client Group on Jan 1st '24.

SCS Financial hires Andy janfaza as Managing Director, Private Client Group.

SCS Financial's Email Address Formats