Insights

Strong Industry Position AndCo Consulting is a recognized leader in institutional investment consulting, receiving awards such as the Greenwich Quality Leader for two consecutive years, which enhances its credibility and attractiveness to potential clients seeking reputable expertise.

Recent Acquisition Growth The firm's acquisition by Mariner Wealth Advisors for 104 billion dollars and previous strategic acquisitions demonstrate its expanding footprint and increased resources, creating opportunities to cross-sell services to a broader client base.

Focus on Independence As an independent, conflict-free consulting firm with a client-first philosophy, AndCo appeals to organizations seeking ethical and objective advisory services, presenting opportunities to position services that emphasize transparency and fiduciary responsibility.

Technology Utilization With a tech stack including MySQL, Bootstrap, and YouTube, AndCo shows an openness to leveraging digital tools, creating potential avenues for introducing innovative tech-driven investment solutions or digital engagement platforms.

Financial Capacity With annual revenue between 25 and 50 million dollars and a workforce of up to 200 employees, AndCo is positioned as a mid-sized firm with the capacity to scale services and engage in larger, customized consulting contracts for institutional clients.

AndCo Consulting Tech Stack

AndCo Consulting uses 8 technology products and services including RSS, MySQL, Shopify, and more. Explore AndCo Consulting's tech stack below.

  • RSS
    Content Management System
  • MySQL
    Database
  • Shopify
    E-commerce
  • jQuery Migrate
    Javascript Libraries
  • Piwik
    System Analytics & Monitoring
  • ZURB Foundation
    UI Frameworks
  • Bootstrap
    UI Frameworks
  • YouTube
    Video Players

Media & News

AndCo Consulting's Email Address Formats

AndCo Consulting uses at least 1 format(s):
AndCo Consulting Email FormatsExamplePercentage
FirstL@andcoconsulting.comJohnD@andcoconsulting.com
73%
First.Last@andcoconsulting.comJohn.Doe@andcoconsulting.com
21%
F.Last@andcoconsulting.comJ.Doe@andcoconsulting.com
3%
LastF@andcoconsulting.comDoeJ@andcoconsulting.com
3%

Frequently Asked Questions

Where is AndCo Consulting's headquarters located?

Minus sign iconPlus sign icon
AndCo Consulting's main headquarters is located at 500 W Morse Blvd, Suite 200 Winter Park, Florida 32789, US. The company has employees across 3 continents, including North AmericaEuropeOceania.

What is AndCo Consulting's phone number?

Minus sign iconPlus sign icon
You can contact AndCo Consulting'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 AndCo Consulting's official website and social media links?

Minus sign iconPlus sign icon
AndCo Consulting's official website is andcoconsulting.com and has social profiles on LinkedIn.

How much revenue does AndCo Consulting generate?

Minus sign iconPlus sign icon
As of October 2025, AndCo Consulting's annual revenue is estimated to be $61K.

What is AndCo Consulting's SIC code NAICS code?

Minus sign iconPlus sign icon
AndCo Consulting's SIC code is 8748 - Business Consulting Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does AndCo Consulting have currently?

Minus sign iconPlus sign icon
As of October 2025, AndCo Consulting has approximately 51 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Chief Compliance Officer: M. D.Partner: K. R.Owner: J. E.. Explore AndCo Consulting's employee directory with LeadIQ.

What industry does AndCo Consulting belong to?

Minus sign iconPlus sign icon
AndCo Consulting operates in the Financial Services industry.

What technology does AndCo Consulting use?

Minus sign iconPlus sign icon
AndCo Consulting's tech stack includes RSSMySQLShopifyjQuery MigratePiwikZURB FoundationBootstrapYouTube.

What is AndCo Consulting's email format?

Minus sign iconPlus sign icon
AndCo Consulting's email format typically follows the pattern of FirstL@andcoconsulting.com. Find more AndCo Consulting email formats with LeadIQ.

When was AndCo Consulting founded?

Minus sign iconPlus sign icon
AndCo Consulting was founded in 2000.
AndCo Consulting

AndCo Consulting

Financial ServicesUnited States51-200 Employees

AndCo Consulting delivers customized institutional consulting services to meet each client’s unique needs. We offer a full range of investment consulting services for all types of institutional plans including defined contribution, deferred compensation, defined benefit, non-qualified, OPEB, VEBA, operating reserves and endowment and foundations.

AndCo was founded on the belief and conviction that only an independent institutional consulting firm can put their clients first in every situation. In a progressively challenging and dynamic world where investment advisors often act in their own best interests, AndCo stands out as truly objective and strives to be conflict free. Our goal is that our clients view us as an extension of their own team. We want to be the first call on all related matters to help guide and facilitate a prompt response or solution. The name AndCo is a reflection of our organization’s mantra that clients are first in every action and every decision, every day.

We are CLIENTS AndCo. Without putting clients first, we are incomplete.

Content is for informational purposes only and should not be regarded as investment advice. Links to 3rd parties do not represent an endorsement on behalf of AndCo. Links to unaffiliated 3rd party websites are provided solely for your convenience and AndCo exercises no control over these pages. Opinions expressed in these sites are those of the authors and not of AndCo. AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

Section iconCompany Overview

Headquarters
500 W Morse Blvd, Suite 200 Winter Park, Florida 32789, US
Phone number
SIC Code
8748 - Business Consulting Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    AndCo Consulting's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    AndCo Consulting's revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.