About SPC Financial
SPC Financial is a Financial Services company based in Rockville (United States) founded in 1970, and was acquired by Alphacore in October 2025. It offers wealth management, tax planning, and investment advisory for individuals and families. It operates on a B2C model in Financial Services and Business Services sectors. SPC Financial offers products and services including Wealth Preservation, Portfolio Management, Income Tax Planning, Estate Tax Planning, and Retirement Planning. Its focus areas include Finance, Investment Tech, Portfolio Management and Tax-Integrated Strategies. Its legal entity is SPC Financial, Inc. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Rockville, United States
- Stage Acquired
- SectorsFinancial ServicesBusiness Services
- Email••••••••
- Phone•••• ••••
- Website spcfinancial.com
- Social LinkedIn
- Acquired by Alphacore (Oct 2025)
- Legal Name Spc Financial, Inc.
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.
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.
Investors in SPC Financial
SPC Financial has secured backing from 1 investor. Prominent investors backing the company include AlphaCore.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
AlphaCore is engaged in innovative wealth management and financial planning. | alphacore.com | La Jolla, United States |
Investor details for SPC Financial
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Timeline of SPC Financial
2 dated milestones of SPC Financial across 55 years, from founding to its latest funding, stage changes and deals.
- Founded SPC Financial is founded.
- Exit Acquired by Alphacore.
Competitors of SPC Financial
SPC Financial has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of SPC Financial
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as SPC Financial (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Spc Financial
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Frequently Asked Questions about SPC Financial
SPC Financial was founded in 1970.
SPC Financial is headquartered in Rockville, United States. It is registered at Rockville, Maryland, United States.
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.
SPC Financial's top competitors include Focus Financial Partners, Raymond James and Wintrust.
SPC Financial offers Wealth Preservation, Portfolio Management, Income Tax Planning, Estate Tax Planning, and Retirement Planning.
SPC Financial has 1 investor. Key investors include AlphaCore.
SPC Financial operates through Spc Financial, Inc..
Yes. SPC Financial was acquired by Alphacore in October 2025.