About SCS Financial
SCS Financial is a Financial Services company based in Boston (United States) founded in 2002, and was acquired by Focus Financial Partners in May 2017. Financial management services are provided by SCS Financial in Boston. The company has 100 employees. SCS Financial offers products and services including Investment Management, Private Client Group, and Manager Selection. Its focus areas include Asset Management and Financial Advisors. Its legal entity is SCS CAPITAL MANAGEMENT. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
SCS Financial was established in 2002 as a financial management firm based in Boston, United States. Core operations are centered on financial advisory and management services within the finance sector. Client portfolios are overseen, and investment strategies are developed for various needs. The firms activities are conducted primarily in the United States, with a focus on regional operations from its Boston headquarters.
- Headquarters Boston, United States
- Employees 100
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website scsfinancial.com
- Social LinkedIn
- Acquired by Focus Financial Partners (May 2017)
- Legal Name Scs Capital Management
- InvestorsFocus Financial Partners
& 1 more
- Employee Count100
- Acquired byFocus Financial Partners
(May 2017)
Products & Services of SCS Financial
SCS Financial offers a comprehensive portfolio of products and services, including Investment Management, Private Client Group, and Manager Selection.
Manages investment portfolios across asset classes for clients.
Provides personalized financial and tax strategies.
Selects and oversees investment managers for portfolios.
Funding Insights of SCS Financial
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of SCS Financial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2012 | Series A | – | – |
2 investors in total: 2 institutional.
Investors in SCS Financial
SCS Financial has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Focus Financial Partners and Stone Point Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm investing in global financial services sectors. | stonepoint.com | |||
Business consulting services are provided to banks and lending institutions. | 2004 | focusfinancialpartners.com | New York, United States |
Investor details for SCS Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of SCS Financial
31 people are tracked at SCS Financial (22 in leadership, 9 in team); the tracked headcount is 100.
| Name | Role | Group |
|---|---|---|
Rory Wilfork | Managing Director | Leadership |
Lillian Cullen Homer | Managing Director | Leadership |
Antony J. Abbiati | Co-Founder & CEO | Leadership |
Doug Ederle | Co-founder, Managing Director & Director Of Private Client Group | Leadership |
Steven P. | Chief Investment Officer, Public Investments | Leadership |
Kelle Burbank | Managing Director | Leadership |
Mark Murphy | Director | Leadership |
Jacqueline Cahill | Vice President, Operations & Analytics | Leadership |
Kyle Lagerquist | Vice President, Technology | Leadership |
Mike C. | Director, Public Investments | Leadership |
Dylan W. | Director, Head Of Trading | Leadership |
Melissa Schneberger | Chief Talent Officer | Leadership |
Alice Burley | Managing Director | Leadership |
Colin Campbell | Chief Financial Officer | Leadership |
John Hicks | Vice President, Trading | Leadership |
Adam Worrall | Director, Investment Analytics | Leadership |
Barrett Holden | Director | Leadership |
Cfp® Ryan Ederle | Vice President | Leadership |
Syng Yu | Director | Leadership |
Tyson Shelby | Director | Leadership |
11 more people are available in the full profile.
Complete people profiles for SCS Financial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of SCS Financial
3 dated milestones of SCS Financial across 15 years, from founding to its latest funding, stage changes and deals.
- Founded SCS Financial is founded.
- Funding First funding round.
- Exit Acquired by Focus Financial Partners.
Competitors of SCS Financial
SCS Financial has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of SCS Financial
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of SCS Financial
The website of SCS Financial (scsfinancial.com) receives about 7K visits a month.
- Monthly visits7K
▲ 43% vs previous month
Websites whose visitors overlap most with SCS Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| edgecappartners.com | 100% | 1.5K | #10,017,888 | View details | |
visionfinancialmarkets.com | visionfinancialmarkets.com | 91% | – | ||
| stonepoint.com | 90% | #790,977 | View details | ||
scsconsulting.it | scsconsulting.it | 57% | #5,610,188 | – | |
career-bentley-csm.symplicity.com | career-bentley-csm.symplicity.com | 55% | – |
Top companies in Asset Management
3 companies that operate in the same segment as SCS Financial (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 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Scs Financial
Complete news archive for SCS Financial
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about SCS Financial
SCS Financial was founded in 2002 and raised its 1st funding round 10 years after it was founded.
SCS Financial is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
SCS Financial has 100 employees.
SCS Financial was established in 2002 as a financial management firm based in Boston, United States. Core operations are centered on financial advisory and management services within the finance sector. Client portfolios are overseen, and investment strategies are developed for various needs. The firms activities are conducted primarily in the United States, with a focus on regional operations from its Boston headquarters.
SCS Financial's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
SCS Financial offers Investment Management, Private Client Group, and Manager Selection.
SCS Financial has 2 investors. Key investors include Focus Financial Partners, and Stone Point Capital.
SCS Financial operates through Scs Capital Management.
Yes. SCS Financial was acquired by Focus Financial Partners in May 2017.