About Scott Snow
Scott Snow is a Financial Services company based in Westlake (United States) founded in 2005, and was acquired by Clearstead in August 2022. Provider of wealth portfolio management and financial services for investment industry. Its focus areas include Services for Investment Industry, Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Scott Snow was founded in 2005 and is based in Westlake, United States. Operations focus on the financial services sector, where wealth management and portfolio advisory are offered to clients in the investment industry. Services include customized financial planning and investment strategies, with a emphasis on long-term asset growth. The firm maintains a presence through its domain s2fa.com, serving institutional and individual investors across the region.
- Headquarters Westlake, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website s2fa.com
- Acquired by Clearstead (Aug 2022)
- Investors
- Acquired byClearstead
(Aug 2022)
Investors in Scott Snow
Scott Snow has secured backing from 1 investor. Prominent investors backing the company include Clearstead.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management firm | 2018 | clearstead.com | Cleveland, United States |
Investor details for Scott Snow
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- Complete investor list
- Round participation
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Timeline of Scott Snow
2 dated milestones of Scott Snow across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Scott Snow is founded.
- Exit Acquired by Clearstead.
Competitors of Scott Snow
Scott Snow has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Scott Snow
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- Operating metrics
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Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Scott Snow (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Scott Snow
Scott Snow was founded in 2005.
Scott Snow is headquartered in Westlake, United States.
Scott Snow was founded in 2005 and is based in Westlake, United States. Operations focus on the financial services sector, where wealth management and portfolio advisory are offered to clients in the investment industry. Services include customized financial planning and investment strategies, with a emphasis on long-term asset growth. The firm maintains a presence through its domain s2fa.com, serving institutional and individual investors across the region.
Scott Snow's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Scott Snow has 1 investor. Key investors include Clearstead.
Yes. Scott Snow was acquired by Clearstead in August 2022.