About SPC Financial
SPC Financial is a company based in Rockville (United States) founded in 1970 was acquired by Alphacore in October 2025. It operates as a B2C. SPC Financial offers products and services including Wealth Preservation, Portfolio Management, Income Tax Planning, Estate Tax Planning, and Retirement Planning. SPC Financial operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Rockville, United States
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Sectors
Financial ServicesBusiness Services
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Email
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Phone
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Website
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Social
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- Legal Name Spc Financial, Inc.
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Products & Services of SPC Financial
SPC Financial offers a comprehensive portfolio of products and services, including Wealth Preservation, Portfolio Management, Income Tax Planning, Estate Tax Planning, and Retirement Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Strategies for preserving wealth and protecting assets.
Managing risks and investments for long-term financial stability.
Incorporating tax law changes into financial strategies.
Planning for federal and state taxes at death.
Maximizing tax incentives during accumulation and distribution phases.
Funding Insights of SPC Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in SPC Financial
SPC Financial has secured backing from 1 investor. Prominent investors backing the company include AlphaCore. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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AlphaCore is engaged in innovative wealth management and financial planning.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by SPC Financial
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - SPC Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Spc Financial Comparisons
Competitors of SPC Financial
SPC Financial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about SPC Financial
When was SPC Financial founded?
SPC Financial was founded in 1970.
Where is SPC Financial located?
SPC Financial is headquartered in Rockville, United States. It is registered at Rockville, Maryland, United States.
What does SPC Financial do?
SPC Financial, Inc. delivers personalized financial planning and advisory services, focusing on wealth preservation, tax integration, and portfolio management. Based in Rockville, Maryland, USA, they assist over 2,000 families nationwide with customized strategies for retirement, estate planning, and risk management. Their human-centric approach combines multi-disciplinary teams to address complex financial problems, serving diverse clients like executives, entrepreneurs, and retirees through fee-based advisory programs.
Who are the top competitors of SPC Financial?
SPC Financial's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does SPC Financial offer?
SPC Financial offers Wealth Preservation, Portfolio Management, Income Tax Planning, Estate Tax Planning, and Retirement Planning.
Who are SPC Financial's investors?
SPC Financial has 1 investor. Key investors include AlphaCore.