Insights

Strong Industry Recognition Segal Marco Advisors has recently received the prestigious Greenwich Quality Leader award for Overall U.S. Investment Consulting in the Large Consultants category, highlighting its reputation and credibility in the investment consulting space, which can be leveraged to attract new high-profile clients.

Expanding Client Base With over 450 clients and advisory assets exceeding 600 billion dollars, Segal Marco presents significant opportunities to expand engagement with large institutional organizations seeking sophisticated investment solutions.

Focus on Retirement Solutions The company's expertise in navigating complex retirement investment programs creates potential for partnerships with organizations looking to enhance their retirement planning services for employees and beneficiaries, especially in a growing financial advisory market.

Technology-Driven Approach Utilizing advanced tools and proprietary research, Segal Marco can position itself as a leader in providing technology-enabled investment advisory services, appealing to organizations seeking innovative and data-driven investment strategies.

Stable Revenue Base With a solid revenue range estimated between 100 and 250 million dollars, Segal Marco offers a stable platform for upselling additional consulting, technology solutions, or expanded advisory services to existing clients or new prospects seeking reliable financial expertise.

Segal Marco Advisors Tech Stack

Segal Marco Advisors uses 8 technology products and services including Bloomberg, Umbraco, Microsoft Dynamics, and more. Explore Segal Marco Advisors's tech stack below.

  • Bloomberg
    Accounting And Finance
  • Umbraco
    Content Management System
  • Microsoft Dynamics
    Enterprise Resource Planning
  • jQuery
    Javascript Libraries
  • Azure Edge Network
    Miscellaneous
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • X-Content-Type-Options
    Web & Portal Technology

Segal Marco Advisors's Email Address Formats

Segal Marco Advisors uses at least 1 format(s):
Segal Marco Advisors Email FormatsExamplePercentage
FLast@segalmarco.comJDoe@segalmarco.com
92%
Last@segalmarco.comDoe@segalmarco.com
5%
First.Last@segalmarco.comJohn.Doe@segalmarco.com
2%
FMLast@segalmarco.comJMDoe@segalmarco.com
1%

Frequently Asked Questions

Where is Segal Marco Advisors's headquarters located?

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Segal Marco Advisors's main headquarters is located at 66 Hudson Boulevard East, 20th Floor. The company has employees across 2 continents, including North AmericaEurope.

What is Segal Marco Advisors's phone number?

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You can contact Segal Marco Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Segal Marco Advisors's official website and social media links?

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Segal Marco Advisors's official website is segalmarco.com and has social profiles on LinkedIn.

How much revenue does Segal Marco Advisors generate?

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As of January 2026, Segal Marco Advisors's annual revenue is estimated to be $153M.

What is Segal Marco Advisors's SIC code NAICS code?

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Segal Marco Advisors's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Segal Marco Advisors have currently?

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As of January 2026, Segal Marco Advisors has approximately 97 employees across 2 continents, including North AmericaEurope. Key team members include Vice President & Senior Consultant: V. V. G.Vice President - Alpha Research: B. H.Vice President And Senior Consultant: D. W.. Explore Segal Marco Advisors's employee directory with LeadIQ.

What industry does Segal Marco Advisors belong to?

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Segal Marco Advisors operates in the Financial Services industry.

What technology does Segal Marco Advisors use?

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Segal Marco Advisors's tech stack includes BloombergUmbracoMicrosoft DynamicsjQueryAzure Edge NetworkreCAPTCHAGoogle Tag ManagerX-Content-Type-Options.

What is Segal Marco Advisors's email format?

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Segal Marco Advisors's email format typically follows the pattern of FLast@segalmarco.com. Find more Segal Marco Advisors email formats with LeadIQ.

When was Segal Marco Advisors founded?

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Segal Marco Advisors was founded in 1969.

Segal Marco Advisors

Financial ServicesNew York, United States51-200 Employees

Segal Marco Advisors is one of the largest, SEC-registered, employee-owned investment consulting firms in the United States, in business for more than 55 years. We deliver trusted advice to more than 450 institutional investors, including multiemployer benefit funds, state and local governments, corporations, nonprofit organizations, endowments and foundations. Our combined advisory assets exceed $600 billion.

As investing grows increasingly complex, organizations place their trust in us to help them make sound decisions that have an impact on millions of lives. Our senior professionals, who average 25 years of experience, have guided clients through all market conditions. Their expertise, augmented by our proprietary research and cutting-edge technology, gives clients the information they need when working to achieve their investment goals.

We offer a comprehensive suite of services, including investment consulting, discretionary management (Outsourced Chief Investment Officer), asset-liability modeling, manager selection, portfolio analysis, and specialized corporate governance solutions, such as proxy voting.

Our values-driven approach to consulting, rigorous quality control and strong cybersecurity practices have earned us longstanding client relationships and recognition as a seven-time Greenwich Quality Leader for Overall U.S. Investment Consulting in the Large Consultants category. The Greenwich Quality Leader Award was awarded to Segal Marco Advisors by Greenwich Associates (an unaffiliated entity) on February 25, 2025, and is based on Segal Marco’s investment advisory services from February 2024 through September 2024.

Segal Marco Advisors is part of the Segal family of companies, which includes Segal, an HR and benefits consulting firm, and Segal Benz, which provides communications consulting services.

Section iconCompany Overview

Headquarters
66 Hudson Boulevard East, 20th Floor
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Segal Marco Advisors's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Segal Marco Advisors's revenue is estimated to be in the range of $100M$250M

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