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Scs Financial

SCS Financial is a wealth and investment management firm specializing in serving ultra-high-net-worth individuals, families, and institutions. We deliver personalized, fee-only advisory services focused on each client’s objectives, providing them with an integrated and customized plan for their future and a commitment to strive to exceed their expectations every day. As the Family Office & Outsourced Chief Investment Officer (OCIO) division of Focus Financial Partners, we serve clients with an unwavering commitment to integrity, transparency, and a client-first approach. Our team is at the heart of our success — composed of experienced professionals who thrive in a culture of curiosity and collaboration. Headquartered in Boston, SCS has offices in New York, Providence, RI, Los Angeles, West Palm Beach, Atlanta, Dallas, Charlotte, Lexington, KY, Tampa, and Portsmouth, NH. We continue to grow, providing wealth and investment management services to families and institutions across the country.

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HeadquartersBoston, United StatesEmployees247(51 to 200)Annual revenue$10M to <$50MWebsitescsfinancial.comLinkedIn profileLinkedIn

Verified contacts

200

available on Kipplo

LinkedIn employees

247

51 to 200 range

Open roles

20

across 2 depts

Distinct roles

105

indexed titles

Tech stack

3

tools in use

Monthly traffic

883

organic / mo

Hiring · 20 open positions across 2 departments

Sales10
Customer Success10

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Decision-makers and verified team members

200 contacts with verified email or phone · masked until revealed.

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Top roles at Scs Financial

105 distinct titles indexed · top 10 shown.

  • 22managing director
  • 15director
  • 15vice president
  • 10client advisor
  • 7director, private client group
  • 7senior client advisor
  • 4senior associate
  • 3associate
  • 2()
  • 2analyst
  • +95more titles

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