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Recent Executive Hires SCS Financial has onboarded key executives recently, including Lane MacDonald as CIO and Chair of the Investment Committee, Alex Gleeson as Managing Director of Strategy and M&A, and others. These new additions showcase the company's commitment to expanding its leadership team and potentially opening doors for new business opportunities.

Strong Financial Health With an estimated revenue ranging from $10M to $50M, SCS Financial boasts a solid financial standing. This financial stability provides a foundation for potential investors and clients to trust in the company's capabilities, offering a valuable edge in pitching services and products.

Tech-Savvy Operations Utilizing a tech stack that includes Microsoft, Python, iOS, and others, SCS Financial demonstrates a commitment to leveraging technology to enhance service delivery and streamline operations. This technological prowess can be highlighted as a competitive advantage in engaging tech-savvy clients seeking innovative financial solutions.

Employee Talent Magnet SCS Financial prides itself on attracting top-tier talent to drive its success. The company's emphasis on professional growth and a challenging work environment positions it as an appealing destination for experienced wealth management professionals. Leveraging this skilled workforce can bolster credibility and attract high-net-worth clients.

Strategic Expansion Opportunities With a presence in Boston and West Palm Beach, SCS Financial has been strategically expanding its operations. This geographical expansion opens avenues for targeting clients in diverse locations, potentially tapping into new markets and clientele. Emphasizing this geographical reach can attract clients seeking personalized financial services across regions.

Similar companies to SCS Financial

SCS Financial Tech Stack

SCS Financial uses 8 technology products and services including Microsoft Word, Microsoft, RSS, and more. Explore SCS Financial's tech stack below.

  • Microsoft Word
    Editors
  • Microsoft
    Miscellaneous
  • RSS
    Miscellaneous
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • Python
    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%
LastFirst@scsfinancial.comDoeJohn@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 August 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 August 2024, SCS Financial has approximately 171 employees across 6 continents, including North AmericaAsiaSouth America. Key team members include Chief Financial Officer: C. C.Chief Compliance Officer: J. M.Chief Operating Officer: M. V.. 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 WordMicrosoftRSSPriority HintsPHPPythoniOSYoast 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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