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Insights

Key Acquisition AndCo Consulting was acquired by Mariner Wealth Advisors, adding 100 employees and $104 billion in assets under advisement. This presents an opportunity to leverage the expanded resources and client base for potential cross-selling initiatives.

Award-Winning Reputation Being the recipient of the Greenwich Quality Leader 2022 Award demonstrates AndCo Consulting's commitment to excellence in mid-sized institutional investment consulting. This accolade can be utilized as a strong selling point to attract new clients who value quality service.

Talented Hires With recent strategic hires like Oleg Sydyak and Gwelda Swilley, AndCo Consulting showcases a commitment to expertise and innovation. Leveraging the skills and experience of these professionals can enhance credibility and attract clients seeking high-caliber consulting services.

Expansion through Acquisition AndCo Consulting's acquisition of Ssgstl for $1.1B signifies strategic growth and increased market presence. This acquisition provides an opportunity to engage with clients who may benefit from a comprehensive range of consulting solutions.

Compliance Leadership The addition of Sara Searle as compliance officer underscores AndCo Consulting's strong governance practices. Highlighting the focus on regulatory compliance can be a persuasive point when engaging with clients who prioritize transparency and risk management.

Similar companies to AndCo Consulting

AndCo Consulting Tech Stack

AndCo Consulting uses 8 technology products and services including MySQL, Shopify, Twitter Emoji (Twemoji), and more. Explore AndCo Consulting's tech stack below.

  • MySQL
    Database
  • Shopify
    E-commerce
  • Twitter Emoji (Twemoji)
    Font Scripts
  • jQuery
    Javascript Libraries
  • RSS
    Miscellaneous
  • Piwik
    System Analytics & Monitoring
  • Bootstrap
    UI Frameworks
  • Video.js
    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%
LastF@andcoconsulting.comDoeJ@andcoconsulting.com
3%
F.Last@andcoconsulting.comJ.Doe@andcoconsulting.com
3%

Frequently Asked Questions

Where is AndCo Consulting's headquarters located?

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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?

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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?

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

How much revenue does AndCo Consulting generate?

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As of July 2024, AndCo Consulting's annual revenue reached $35M.

What is AndCo Consulting's SIC code NAICS code?

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AndCo Consulting's SIC code is 8748 - Business Consulting Services, Not Elsewhere Classified NAICS code is 336212 - Truck Trailer Manufacturing.

How many employees does AndCo Consulting have currently?

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As of July 2024, AndCo Consulting has approximately 51 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Chief Compliance Officer: M. D.Chief Human Resources Officer: S. R.Head Of Research: E. V.. Explore AndCo Consulting's employee directory with LeadIQ.

What industry does AndCo Consulting belong to?

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AndCo Consulting operates in the Financial Services industry.

What technology does AndCo Consulting use?

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AndCo Consulting's tech stack includes MySQLShopifyTwitter Emoji (Twemoji)jQueryRSSPiwikBootstrapVideo.js.

What is AndCo Consulting's email format?

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AndCo Consulting's email format typically follows the pattern of . Find more AndCo Consulting email formats with LeadIQ.

When was AndCo Consulting founded?

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AndCo Consulting was founded in 2000.
AndCo Consulting

AndCo Consulting

Financial ServicesFlorida, United 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
336212 - Truck Trailer Manufacturing
Founded
2000
Employees
51-200

Section iconFunding & Financials

  • $10M$50M

    AndCo Consulting's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    AndCo Consulting's revenue is in the range of $10M$50M

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