When was SCS Financial founded?

SCS Financial was founded in 2002 and raised its 1st funding round 10 years after it was founded.

Where is SCS Financial located?

SCS Financial is headquartered in Boston, United States. It is registered at Boston, Massachusetts.

How many employees does SCS Financial have?

As of Jun 30, 2026, the latest employee count at SCS Financial is 273.

Is SCS Financial a funded company?

SCS Financial is a funded company, having raised a total of $***** in its 1st and only funding round, a Series A round on Oct 2012.

When was the latest funding round of SCS Financial?

SCS Financial's latest funding was a $***** Series A round on Oct 2012, with participation from 1 investor.

Where does SCS Financial rank among its competitors?

SCS Financial ranks 41st amongst 3803 active competitors, of which 42 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Ascensus, which secured an undisclosed amount in Aug, 2026.

Who are the top competitors of SCS Financial?

SCS Financial's top competitors include MassMutual, Ascensus and Jackson. Among them, Ascensus secured the most recent funding round in August, 2026.

SCS Financial - 2026 Company Profile, Funding & Competitors

Company Details

Investment and wealth management firm serving ultra-high net worth families. The firm acts as a trusted advisor, integrating sophisticated investment portfolios across multiple asset classes and geographies with customized financial strategies, including estate and income tax planning. They offer services to entrepreneurial families, family offices, and institutions, focusing on building a foundation of trust and prioritizing client interests. The firm emphasizes a cohesive culture, attracting top talent to provide comprehensive financial guidance for current and future generations. They provide investment management services and wealth management services.

Website: www.scsfinancial.com/
Email ID: *****@scsfinancial.com
Phone Number: +1 **********
Registered Address: Boston, Massachusetts

Key Metrics

Founded Year

2002

Location

Boston, United States

Stage

Acquired

Latest Funding Round

Series A, Oct 2012, $*****

Investors

Cove Capital & 1 more

Ranked

41^st among 3803 active competitors

Employee Count

273 as on Jun 30, 2026

Similar Companies

Sea & 10568 more

Exit Details

Acquired by Focus Financial Partners (May 15, 2017)

View SCS Financial's full profile

SCS Financial is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
SCS CAPITAL MANAGEMENT CIN: 562289718 , United States, Active	Dec 31, 1999	-	140 (As on Dec 31, 2024)	-

SCS Financial got acquired by Focus Financial Partners on May 15, 2017.

Click here to take a look at SCS Financial's acquisition in detail

SCS Financial has raised funding over 1 round. Its latest funding round was a Series A round on Oct 2012 for $*****. 1 investor participated in its latest round. SCS Financial has 2 institutional investors.

Here is the list of recent funding rounds of SCS Financial:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Oct 2012	5352173	Series A	1815842	5133392	5298748	3054038

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View details of SCS Financial's funding rounds and investors

SCS Financial's employee count trend

SCS Financial has 273 employees as of Jun 26. Here is SCS Financial's employee count trend over the years:

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Top competitors of SCS Financial include MassMutual, Ascensus and Jackson. Here is the list of Top 10 competitors of SCS Financial, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
2nd	Ascensus 1980, Dresher (United States), Acquired	Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments	-	Atlas Merchant Capital, GIC & 2 others	71/100
3rd	Jackson 1961, Lansing (United States), Public	Retirement based investment management firm	$510M	Athene, Kestra	66/100
4th	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	65/100
5th	Pacific Life 1868, Newport Beach (United States), Late Stage	Insurance company	$2.11B	-	65/100
6th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	65/100
7th	Voya Financial 1999, New York City (United States), Public	Provider of pension fund for the employees based out of the US	-	-	64/100
8th	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	63/100
9th	Athene 2009, West Des Moines (United States), Acquired	Retirement services provider	$1.13B	Apollo Global Management, Cohesive Capital ... & 3 others	62/100
10th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Permira, Freeman Spogli & 1 others	62/100
41st	SCS Financial 2002, Boston (United States), Acquired	Investment and wealth management firm serving ultra-high net worth families	-	Cove Capital, Stone Point Capital	45/100