SPC Financial Revenue

Financial Services • Rockville, Maryland, United States • 21-50 Employees

SPC Financial revenue & valuation

Annual revenue	$1,967,765
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,300,000
Total funding	No funding

Key Contact at SPC Financial

Jason Davis

Vice President

Company overview

Headquarters	3202 Tower Oaks Blvd., Suite 400, Rockville, Maryland 20852, US
Phone number	+12402218117
Website	spcfinancial.com
NAICS	52
Keywords	Risk Management, Wealth Preservation, Succession Planning, Wealth Management, Asset Allocation, College Planning, Retirement Planning, Business Planning, Portfolio Management, Financial Planning, Income & Estate Tax Planning, Planned Gifting
Founded	1970
Employees	21-50
Socials

SPC Financial Email Formats

SPC Financial uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@spcfinancial.com), used 65% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@spcfinancial.com	65%
{first name}{last name}	johndoe@spcfinancial.com	30%
{last name}{last name}	doedoe@spcfinancial.com	5%

About SPC Financial

At SPC Financial® (SPC), an Independent Registered Investment SEC Advisor, we believe the best way to provide exceptional financial service is by getting to know our clients on a human level. That's why we have a specialized, multi-disciplinary, tax-integrated team ready to provide simple solutions to complex financial problems. We are honored to be among one of the oldest nationally-recognized, human-centric, white glove investment management and financial planning firms in the country. While our financial planning and tax services extend nationwide, our financial roots are deeply ingrained throughout the Metropolitan Washington, D.C. landscape. See our Rankings and Recognition at spcfinancial.com/awards

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

SPC Financial has 14 employees across 5 departments.

Departments

Number of employees

Funding Data

SPC Financial has never raised funding before.

SPC Financial Tech Stack

Discover the technologies and tools that power SPC Financial's digital infrastructure, from frameworks to analytics platforms.

Emotion

Development

Salesforce

CRM

Amazon Web Services

PaaS

Stripe

Payment processors

Google Tag Manager

Tag managers

Contentful

CMS

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

PWA

Miscellaneous

Google Analytics

Analytics

Netlify

CDN

Frequently asked questions

SPC Financial is located in Rockville, Maryland, US.

You can reach SPC Financial at +12402218117.

SPC Financial generates an estimated annual revenue of $1,967,765. This revenue figure reflects the company's market position and business performance in its industry.

SPC Financial has an estimated valuation of $6,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

SPC Financial was founded in 1970, making it 56 years old. The company has established itself as a significant player in its industry over this time.

SPC Financial has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at SPC Financial

Jason Davis

Vice President

4.8

40,000 users