What is SCS's NAICS code?

SCS's NAICS code is 52 (Finance and Insurance).

Insights

AUM Growth SCS serves ultra-high-net-worth individuals with investment management, wealth advisory, and family office services, indicating strong cross-sell potential across investment management, wealth structuring, and advisory offerings to existing UHNW clients.

Regulatory Standing As a registered investment adviser with the SEC, SCS adheres to formal compliance standards, which can be leveraged to reassure prospective corporate and family-office clients seeking a regulated, transparent partner.

Tech Enablement Adoption of tools like Alteryx, Power BI, Workday, and Box suggests a data-driven, efficient operating model ripe for offering enhanced reporting, client portal enhancements, and operational outsourcing or advisory analytics to high-net-worth clients.

Talent Signals Mid-sized firm with 201-500 employees presents scalability potential for expanding family office services, custom reporting, and concierge services, appealing to growth-minded UHNW families seeking more comprehensive solutions.

Market Positioning Specialization in complex wealth structures and evolving priorities positions SCS to benefit from expanding demand for governance frameworks, communication structures, and legacy planning among wealthy families and multi-generational offices.

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SCS Tech Stack

SCS uses 8 technology products and services including Alteryx, Power BI, GitHub, and more. Explore SCS's tech stack below.

Alteryx
Advanced Analytics And Data Science
Power BI
Business Intelligence
GitHub
Communication And Collaboration
Microsoft Intune
Enterprise Mobility Management
Workday
Human Resource Management System
Greenhouse
Recruitment Marketing
GitHub Copilot
Software Development
Box
Team Collaboration

Media & News

SCS's Email Address Formats

SCS uses at least 4 email formats:

SCS Email Formats	Example	Percentage
FLast@scsfinancial.com	JDoe@scsfinancial.com	86%
First.Last@scsfinancial.com	John.Doe@scsfinancial.com	11%
FirstLast@scsfinancial.com	JohnDoe@scsfinancial.com	2%
Last@scsfinancial.com	Doe@scsfinancial.com	1%

Frequently Asked Questions

What is SCS's phone number?

You can contact SCS's main corporate office by phone at

+1-617-728-****

. 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 SCS's stock symbol?

SCS is a publicly traded company; the company's stock symbol is SCS.

What is SCS's official website and social media links?

SCS's official website is scsfinancial.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does SCS generate?

As of October 2026, SCS's annual revenue is estimated to be $250M - $500M.

What is SCS's SIC code and NAICS code?

SCS's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does SCS have currently?

As of October 2026, SCS has approximately 280 employees across 5 continents, including North America, Asia and Europe. Key team members include Chief Compliance Officer: J. M., President: S. P. and Founder And Executive Chairman: P. M. Explore SCS's employee directory with LeadIQ.

What industry does SCS belong to?

SCS operates in the Financial Services industry.

What technology does SCS use?

SCS's tech stack includes Alteryx, Power BI, GitHub, Microsoft Intune, Workday, Greenhouse, GitHub Copilot and Box.

What is SCS's email format?

SCS's email format typically follows the pattern of FLast@scsfinancial.com. Find more SCS email formats with LeadIQ.

When was SCS founded?

SCS was founded in 2002.

SCS

Q: What is SCS's official website and social media links?

SCS's official website is scsfinancial.com. SCS has social profiles on LinkedIn.

Q: How many employees does SCS have currently?

SCS has approximately 280 employees.

Q: What technology does SCS use?

SCS's tech stack includes Microsoft Dynamics, Microsoft, Greenhouse, Apache HTTP Server, Font Awesome.

Financial ServicesMassachusetts, United States201-500 Employees

SCS Financial is a mid-sized financial services firm based in Boston, Massachusetts, founded in 2002. It provides integrated investment management, wealth advisory, and family office services to help clients navigate the complexities of significant capital. The firm emphasizes trust and supports ultra-high-net-worth families with thoughtful governance and decision-making structures as priorities evolve. The company operates within the financial services industry and serves wealth creators and independent thinkers who require coordinated wealth-management strategies. In January 2025, Adrienne Penta was named national head of wealth management.