SCS Financial
Likely to Engage tag.Highly Engaged Employees

Finance · Massachusetts, United States · 51-200 Employees

View Company Info for Free

Overview

Headquarters

888 Boylston St Ste 1010, Boston, Massac...

Phone Number

(617) 204-6400

Revenue

$23 Million

Industry

Finance Securities Trading
ZI Rank: 5
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
4
3
3
4
4
5

About SCS Financial

SCS Financial is a leading investment and wealth management firm with offices in Boston, New York, California, and Rhode Island, specializing in serving ultra high net worth families and institutions. The firm emphasizes a consultative approach, prioritizing clients' interests and building trust through a transparent economic model. SCS Financial offers comprehensive financial strategies, including investment management, estate planning, and income tax strategies, tailored to the unique needs of entrepreneurial families and family offices. Their dedicated team of professionals collaborates to provide exceptional service and support for clients' financial well-being across generations.Explore more
SCS Financial's Social MediaPopular SearchesScs Financial LLCScs FinancialSCS Financial ServicesScs Financial Services LLCScs Capital Management LLCSIC Code 62,628NAICS Code 52,523Show more

SCS Financial Org Chart

Anthony Abbiati, Chief Executive Officer at SCS Financial
United States flag for contact location.

Chief Executive Officer

PhoneEmail
Colin Campbell, Chief Financial Officer at SCS Financial
United States flag for contact location.

Chief Financial Officer

PhoneEmail
MV
United States flag for contact location.

Chief Operating Officer

PhoneEmail
LA
United States flag for contact location.

Chief Information Officer

PhoneEmail
JB
United States flag for contact location.

Private Investments Chief of Staff

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
LM
United States flag for contact location.

Chief Investment Officer, Chair of Investment...

PhoneEmail
PL
United States flag for contact location.

Chief Investment Officer, Private Investments

Flame icon indicating likelihood to engage via phone.PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is SCS Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to SCS Financial

Compare insights from companies similar to SCS Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SCS Financial

$23M
51-200
Private
-
2002
$227.7M
201-500
Private
-
1998
$41.2M
51-200
Private
-
2004
MD
Michael DonovanChief Financial Officer
$39.5M
51-200
Private
<$5M
1996
$30.1M
51-200
Private
-
2001
$8.4M
51-200
Private
-
1984
MS
Michael ShoemakerChief Compliance Officer
$5.7M
51-200
Private
-
1986
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

SCS Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

SCS Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SCS Financial.

SCS Financial Tech Stack

A closer look at the technologies used by SCS Financial

Most Recent Scoops

Open Position
Hiring Plans
SCS Financial has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: QuickBooks.
Hiring Plans
Open Position
Person-Based
Open Position
See more scoops

SCS Financial News & Media

Read more news

Top Finance Companies

Frequently Asked Questions Regarding SCS Financial

What is SCS Financial's official website?
SCS Financial's official website is www.scsfinancial.com
What is SCS Financial's Revenue?
SCS Financial's revenue is $23 Million
What is SCS Financial's SIC code?
SCS Financial's SIC: 62,628
What is SCS Financial's NAICS code?
SCS Financial's NAICS: 52,523
How many employees does SCS Financial have?
SCS Financial has 51-200 employees
What industry does SCS Financial belong to?
SCS Financial is in the industry of: Finance, Securities Trading
What is SCS Financial competition?
SCS Financial top competitors include: Simon Quick Advisors, HBKS Wealth Advisors, Appleton Partners, Kayne Anderson Rudnick
What companies has SCS Financial acquired?
SCS Financial has acquired the companies: Merriman Wealth Management, summitcapital.com, Loring Ward, The Colony Group
What technology does SCS Financial use?
Some of the popular technologies that SCS Financial uses are: Freshservice, Zingfit, DocuSign, WordPress.org
Who is the CFO of SCS Financial?
SCS Financial's CFO is Colin Campbell
How do I contact SCS Financial?
SCS Financial contact info: Phone number: (617) 204-6400 Website: www.scsfinancial.com
What does SCS Financial do?

SCS Financial is a leading investment and wealth management firm with offices in Boston, New York, California, and Rhode Island, specializing in serving ultra high net worth families and institutions. The firm emphasizes a consultative approach, prioritizing clients' interests and building trust through a transparent economic model. SCS Financial o... ffers comprehensive financial strategies, including investment management, estate planning, and income tax strategies, tailored to the unique needs of entrepreneurial families and family offices. Their dedicated team of professionals collaborates to provide exceptional service and support for clients' financial well-being across generations.Read More

What are SCS Financial social media links?
SCS Financial Linkedin page SCS Financial Twitter page
Is SCS Financial a public company?
SCS Financial is private company therefore does not currently have an official ticker symbol
See more information about SCS Financial

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.