What is Daniels + Tansey, LLP's NAICS code?

Daniels + Tansey, LLP's NAICS code is 52 (Finance and Insurance).

Insights

Acquisition Move Daniels + Tansey was acquired by Creative Planning Advisor Services, LLC in November 2023, signaling potential integration opportunities, cross-sell of services, and access to Creative Planning’s broader client base.

SMB Focus With a small team and private ownership, the firm targets individuals, families, and business clients, indicating sales potential for wealth management, tax, and investment services tailored to smaller to mid-size entities.

Tech & Platform Current tech stack includes Webpack, Modernizr, and Adobe Fonts, suggesting opportunities to modernize digital experiences, enhance client onboarding, and improve cybersecurity and regulatory reporting alignments.

AUM Growth Revenue range of 1M to 10M points to mid-market advisory growth potential; explore scalable investment management solutions and performance analytics services to support expansion and client retention.

Market Position As an SEC-registered, ensemble advisory, there is a differentiating value proposition around integrated financial, tax, and investment services; consider partnerships or product bundles that emphasize comprehensive wealth management to attract larger client segments.

Similar companies to Daniels + Tansey, LLP

Moss Adams
1.8K$1B - $10B
Deloitte
537K$10B+
RSM
4.1K$1B - $10B
Plante Moran
4.8K$1B - $10B
CLA (CliftonLarsonAllen)
9.5K$1B - $10B
KPMG
242K$10B+

Daniels + Tansey, LLP Tech Stack

Daniels + Tansey, LLP uses 3 technology products and services including Webpack, Modernizr, Adobe Fonts, and more. Explore Daniels + Tansey, LLP's tech stack below.

Webpack
Development
Modernizr
Javascript Libraries
Adobe Fonts
Web Fonts

Media & News

Creative Planning Advisor Services, LLC acquired Danielstansey on Nov 1st '23.
Creative Planning strengthens its expertise with the acquisition of Daniels + Tansey.
Nov 27, 2023 | www.prnewswire.com

Daniels + Tansey, LLP's Email Address Formats

Daniels + Tansey, LLP uses at least 2 email formats:

Daniels + Tansey, LLP Email Formats	Example	Percentage
FLast@danielstansey.com	JDoe@danielstansey.com	91%
First.Last@danielstansey.com	John.Doe@danielstansey.com	9%

Frequently Asked Questions

What is Daniels + Tansey, LLP's phone number?

You can contact Daniels + Tansey, LLP's main corporate office by phone at

+1-302-594-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Daniels + Tansey, LLP's official website and social media links?

Daniels + Tansey, LLP's official website is danielstansey.com and has social profiles on LinkedIn.

How much revenue does Daniels + Tansey, LLP generate?

As of September 2026, Daniels + Tansey, LLP's annual revenue is estimated to be $1M - $10M.

What is Daniels + Tansey, LLP's SIC code and NAICS code?

Daniels + Tansey, LLP's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Daniels + Tansey, LLP have currently?

As of September 2026, Daniels + Tansey, LLP has approximately 3 employees across 1 continents, including North America. Key team members include Owner: C. K. D. and Cpa: L. R. Explore Daniels + Tansey, LLP's employee directory with LeadIQ.

What industry does Daniels + Tansey, LLP belong to?

Daniels + Tansey, LLP operates in the Financial Services industry.

What technology does Daniels + Tansey, LLP use?

Daniels + Tansey, LLP's tech stack includes Webpack, Modernizr and Adobe Fonts.

What is Daniels + Tansey, LLP's email format?

Daniels + Tansey, LLP's email format typically follows the pattern of FLast@danielstansey.com. Find more Daniels + Tansey, LLP email formats with LeadIQ.

When was Daniels + Tansey, LLP founded?

Daniels + Tansey, LLP was founded in 2001.

Daniels + Tansey, LLP

Q: How many employees does Daniels + Tansey, LLP have currently?

Daniels + Tansey, LLP has approximately 3 employees.

Financial ServicesDelaware, United States2-10 Employees

Daniels + Tansey, LLP is a privately owned, SEC-registered investment adviser in the financial services sector, located at 1013 Centre Road Suite 220, Wilmington, Delaware, with a website at https://danielstansey.com. The firm operates as an ensemble practice delivering integrated wealth management across three core areas: financial advisory, tax, and investment management, serving individuals, families, and businesses. It employs a small team of multi-disciplinary professionals who provide integrated, personalized solutions, with client relationships described as lasting across generations. In November 2023, Daniels + Tansey was acquired by Creative Planning Advisor Services, LLC, according to reported press coverage. Reported revenue falls in the range of $1 million to $10 million.