Insights

Strong Industry Reputation Segal Marco Advisors is a highly recognized leader in U.S. investment consulting, consistently earning awards such as the Greenwich Quality Leader, which underscores its credibility and trustworthiness with institutional clients.

Large-AUM and Client Base With advisory assets exceeding 600 billion dollars and serving over 450 institutional investors including endowments, foundations, and government entities, the firm demonstrates significant market influence and potential for expanding service offerings.

Award-Winning Service Quality The firm's recent accolade from Greenwich Associates highlights its commitment to delivering top-tier consulting services, making it an appealing partner for organizations seeking dependable investment advice.

Technology-Driven Approach Leveraging proprietary research and advanced technology, Segal Marco Advisors emphasizes data-driven decision-making, presenting opportunities to introduce innovative financial tools or analytics solutions to optimize client results.

Growth in Institutional Focus Targeting a diverse set of institutional segments, including nonprofits and government agencies, creates avenues for customized consulting services and digital platform solutions tailored to evolving client needs.

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 New York, New York United States. 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 March 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 March 2026, Segal Marco Advisors has approximately 96 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 US, 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.

Organizations place their trust in us to help them make sound decisions that have an impact on millions of lives. Our senior professionals 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, 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.

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.

Consider joining us. Check out our up-to-date list of open positions under “jobs.”

Ads on other social media platforms, like Facebook and Instagram, or text messages about job openings that use our company’s name and request Social Security numbers and other personal information from jobseekers and/or require payment of a fee to apply are fraudulent.

We look forward to your application. Once we receive it, an email acknowledgement will be sent to you. If you’re selected to continue to the interview process, our HR department will be in touch to arrange an interview, which will not be conducted via chat, messages or job boards.

Section iconCompany Overview

Headquarters
66 Hudson Boulevard East 20th Floor New York, New York United States
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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