{"name":"Janney Montgomery Scott","domain":"janney.com","url":"https://optimly.ai/brand/janney-montgomery-scott","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Janney Montgomery Scott is a privately held wealth management firm providing personalized financial advice and planning through a network of financial advisors.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"},{"key":"description","label":"Description","shape":"text","content":"Janney provides individuals, families, businesses, and institutions with tailored financial advice, investment strategies, and comprehensive financial planning. The firm has roots tracing to 1832, approximately 130 offices in 21 states, more than 900 financial advisors, and approximately $200 billion in client assets under advisement.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"Empower lives through financial advice.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"Tony Miller is President and CEO. The executive leadership team also includes Michael Gannon, Margolit Hillsberg, Mike Hricko, Greg McShea, Kevin Reed, Brett Riggi, Frank van Etten, and John C. Yackel, among others.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://janney.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Client-first, trusted, approachable, collaborative, service-oriented, and focused on long-term relationships.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"Roots trace back to 1832.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Privately held firm.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Helps individuals, families, businesses, and institutions navigate investment decisions, comprehensive financial planning, wealth growth, retirement, business succession, wealth transfer, and increasing financial complexity.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Personalized financial advice\nComprehensive financial planning\nInvestment strategy guidance\nWealth management\nRetirement planning\nBusiness growth, liquidity, and succession planning\nEstate and multigenerational wealth transfer planning\nFinancial education and market commentary","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Tailored financial advice\nComprehensive financial planning\nWealth management solutions\nInvestment strategies\nRetirement planning\nEducation planning\nBusiness-owner financial planning\nEstate planning and wealth transfer planning","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, specifically wealth management and financial advisory services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Individuals, families, business owners, and institutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Individuals and families seeking personalized, long-term financial advice; business owners planning for growth, liquidity, or succession; multigenerational families planning to sustain and transfer wealth; and clients facing increasingly complex financial situations.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Growing wealth during peak earning years\nPlanning for retirement\nManaging business growth, liquidity, and succession\nSustaining and transferring multigenerational wealth\nOrganizing complex financial situations\nDeveloping investment strategies\nPlanning for education expenses\nConnecting with a local or specialized financial advisor","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Pursue financial goals through personalized guidance\nMake smarter financial decisions and create future opportunities\nBring order, clarity, and confidence to complex finances\nSupport financial needs across life stages and generations\nGuide businesses through growth, liquidity, and succession\nSustain and transfer wealth through intentional planning","source_type":"1p_website","source_label":"Brand's website","source_url":"https://janney.com","updated_at":"2026-11-06T22:13:49.317112+00:00"}]}],"last_refreshed_at":"2026-11-06T22:13:49.812241+00:00","last_changed_at":"2026-11-06T22:13:50.115649+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=f31ed63a-223b-4a9e-9bb2-d747e07ef13c"}