Insights

Strategic Acquisition The recent acquisition of SPC Financial by AlphaCore Wealth Advisory suggests opportunities for cross-brand collaboration and integration of client bases, which can be leveraged to offer comprehensive financial solutions and expand service offerings.

Active Investment Portfolio SPC Financial's recent investments in real estate and healthcare assets demonstrate a proactive approach to diversifying assets, indicating potential for providing tailored investment management services or expanding its portfolio advisory capabilities.

Technological Integration Utilizing tools like QuickBooks, Hotjar, and Google Tag Manager suggests openness to adopting tech solutions, presenting opportunities to introduce advanced financial technology platforms that enhance client experience and operational efficiency.

Growth Potential With estimated revenues between $25 million and $50 million and a dedicated multi-disciplinary team, SPC Financial is positioned for growth, making it an ideal partner for firms offering scalable financial planning and management solutions.

Market Focus Having a strong foothold in the Metropolitan Washington, D.C. area and nationwide financial services coverage indicates a client base with diverse needs, opening pathways for targeted marketing of specialized financial advisory and wealth management services.

SPC Financial, Inc. Tech Stack

SPC Financial, Inc. uses 8 technology products and services including QuickBooks, Hotjar, Section.io, and more. Explore SPC Financial, Inc.'s tech stack below.

  • QuickBooks
    Accounting And Finance
  • Hotjar
    Analytics
  • Section.io
    Content Delivery Network
  • Emotion
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Stripe
    Payment Processing
  • HSTS
    Security
  • Google Tag Manager
    Tag Management

Media & News

SPC Financial, Inc.'s Email Address Formats

SPC Financial, Inc. uses at least 1 format(s):
SPC Financial, Inc. Email FormatsExamplePercentage
FLast@spcfinancial.comJDoe@spcfinancial.com
50%
FLast@spcfinancial.comJDoe@spcfinancial.com
50%

Frequently Asked Questions

Where is SPC Financial, Inc.'s headquarters located?

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SPC Financial, Inc.'s main headquarters is located at 3202 Tower Oaks Boulevard, Suite 400. The company has employees across 2 continents, including North AmericaAfrica.

What is SPC Financial, Inc.'s phone number?

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You can contact SPC Financial, Inc.'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 SPC Financial, Inc.'s official website and social media links?

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SPC Financial, Inc.'s official website is spcfinancial.com and has social profiles on LinkedIn.

How much revenue does SPC Financial, Inc. generate?

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As of December 2025, SPC Financial, Inc.'s annual revenue is estimated to be $3.9M.

What is SPC Financial, Inc.'s SIC code NAICS code?

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SPC Financial, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does SPC Financial, Inc. have currently?

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As of December 2025, SPC Financial, Inc. has approximately 23 employees across 2 continents, including North AmericaAfrica. Key team members include Vp Of Marketing & Communications: P. B. S.Compliance Manager / Operations Liaison: L. D.Tax Manager: P. M.. Explore SPC Financial, Inc.'s employee directory with LeadIQ.

What industry does SPC Financial, Inc. belong to?

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SPC Financial, Inc. operates in the Financial Services industry.

What technology does SPC Financial, Inc. use?

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SPC Financial, Inc.'s tech stack includes QuickBooksHotjarSection.ioEmotionModernizrStripeHSTSGoogle Tag Manager.

What is SPC Financial, Inc.'s email format?

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SPC Financial, Inc.'s email format typically follows the pattern of FLast@spcfinancial.com. Find more SPC Financial, Inc. email formats with LeadIQ.

When was SPC Financial, Inc. founded?

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SPC Financial, Inc. was founded in 1970.

SPC Financial, Inc.

Financial ServicesMaryland, United States11-50 Employees

At SPC Financial® (SPC), an Independent Registered Investment SEC Advisor, we believe the best way to provide exceptional financial service is by getting to know our clients on a human level. That's why we have a specialized, multi-disciplinary, tax-integrated team ready to provide simple solutions to complex financial problems.

We are honored to be among one of the oldest nationally-recognized, human-centric, white glove investment management and financial planning firms in the country. While our financial planning and tax services extend nationwide, our financial roots are deeply ingrained throughout the Metropolitan Washington, D.C. landscape.

See our Rankings and Recognition at spcfinancial.com/awards

Section iconCompany Overview

Headquarters
3202 Tower Oaks Boulevard, Suite 400
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1970
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    SPC Financial, Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    SPC Financial, Inc.'s revenue is estimated to be in the range of $25M$50M

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