SCS Financial
SCS Financial is a fiduciary wealth management firm specializing in serving ultra-high-net-worth individuals, families, and institutions. They offer services across financial planning, portfolio management, and private investments, managing over $42 billion in assets.
Headquarters
Boston, Massachusetts, United States
Company Size
51-200 employees
Founded
2002
SCS Financial is an investment and wealth management firm offering personalized, consultative financial planning and investment management. With offices in Boston, New York, California and Rhode Island, the firm helps clients develop tailored strategies for retirement, wealth preservation, and portfolio management. SCS emphasizes an ongoing, relationship-driven approach to managing clients’ financial lives.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for SCS Financial.
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