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Spencer Financial Logo
Spencer Financial Growth Score
79
CB Rank
694010
Heat Score
41
Spencer Financial renders financial services including investment management, insurance solution and retirement & business planning.
Acquired by
King Insurance Logo
King Insurance
Private Sudbury, Massachusetts, United States1-10 www.spencerfinancial.com/
Financial Services
Retirement
Wealth Management
Overview

Spencer Financial
Growth Score
79
Heat Score
41

Growth Score79
-6 pts
in past quarter
Heat Score 41
6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Spencer Financial

CB Rank
694010
Spencer Financial renders financial services including investment management, insurance solution and retirement & business planning.
Acquired by
King Insurance Logo
King Insurance
Private Sudbury, Massachusetts, United States1-10 www.spencerfinancial.com/
Financial Services
Retirement
Wealth Management

Details

Sub-Organization of 
King Insurance Logo
King Insurance
Legal Name Spencer Financial, LLC
Also Known As SF
Operating Status Active
Company Type For Profit
About the Company
Spencer Financial renders financial services including investment management, insurance solution and retirement & business planning.
Phone Number +1-978-443-6500
Contact Email info@spencerfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Service that manages clients' investment portfolios to meet financial goals.
Insurance Solutions
Provision of insurance products to protect clients against financial risks.

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Financials

M&A Details

Spencer Financial was acquired by King Insurance on
obfuscation
.
Transaction Name 
Spencer Financial acquired by King Insurance Logo
Spencer Financial acquired by King Insurance
Acquired by 
King Insurance Logo
King Insurance
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News

News and Press

News•May 13, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

553
233.13%
 in past month

IT Spend

$84KThis year, Spencer Financial is projected to spend $84K on IT, according to Aberdeen.

Active Website Tech Count

2Spencer Financial is actively using 2 technologies for its website, according to BuiltWith. These include CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is Spencer Financial's headquarters? Spencer Financial is located in Sudbury, Massachusetts, United States.Who are Spencer Financial's competitors? Alternatives and possible competitors to Spencer Financial may include Pontera, UPTIQ, and  Encompass Wealth Advisors.
Who We Are
What We Do
Helpful Links
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