Insights

Rapid Industry Expansion SageView Advisory Group has demonstrated significant growth through recent acquisitions, including Capital Strategies Investment Group and OnTrack 401(k), indicating a strategic focus on expanding its institutional and wealth management services. This expansion suggests an ongoing need for advanced technology solutions, compliance support, and strategic partnerships to manage increased assets and client base.

Acquisition Driven Growth The company's recent acquisition of a $400 million retirement plan consulting firm and its affiliation with Creative Planning signal a consolidation trend within the retirement and institutional advisory sector. These moves open opportunities for sales of integration software, due diligence tools, and advisor practice management platforms to support their merged operations.

Technology Adoption SageView utilizes a diverse tech stack including eMoney and Adobe Creative Suite, indicating a readiness to adopt innovative financial planning and client engagement tools. This positions sales teams for upselling cross-platform solutions, CRM enhancements, and client experience technology that can add value to their advisory offerings.

Employee and Revenue Scale With over 200 employees and revenue reaching up to $500 million, SageView is a sizeable player in the financial services industry. Their scale and financial capacity make them a promising target for enterprise-level solutions in compliance, portfolio management, and operational efficiency improvements.

Leadership and Talent Development Recent leadership changes, including the hiring of their first-ever Chief People Officer, highlight an emphasis on employee engagement and organizational growth. This focus on talent management creates opportunities for HR-focused technology solutions, learning platforms, and employee retention tools to support their strategic human capital initiatives.

Similar companies to SageView Advisory Group

SageView Advisory Group Tech Stack

SageView Advisory Group uses 8 technology products and services including accessiBe, eMoney, Google Hosted Libraries, and more. Explore SageView Advisory Group's tech stack below.

accessiBe
Accessibility
eMoney
Accounting
Google Hosted Libraries
Content Delivery Network
Lightbox
Javascript Libraries
Microsoft Word
Office Suites
Bootstrap
UI Frameworks
Adobe Creative Suite
Visualisation Software
Adobe Fonts
Web Fonts

Media & News

SageView Advisory Group's Email Address Formats

SageView Advisory Group uses at least 1 format(s):

SageView Advisory Group Email Formats	Example	Percentage
FLast@sageviewadvisory.com	JDoe@sageviewadvisory.com	93%
Last@sageviewadvisory.com	Doe@sageviewadvisory.com	6%
First.Last@sageviewadvisory.com	John.Doe@sageviewadvisory.com	1%

Frequently Asked Questions

Where is SageView Advisory Group's headquarters located?

SageView Advisory Group's main headquarters is located at 4000 Macarthur Boulevard, Suite 1050. The company has employees across 2 continents, including North AmericaEurope.

What is SageView Advisory Group's phone number?

You can contact SageView Advisory Group's main corporate office by phone at

+1-800-814-****

. 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 SageView Advisory Group's stock symbol?

SageView Advisory Group is a publicly traded company; the company's stock symbol is N/A.

What is SageView Advisory Group's official website and social media links?

SageView Advisory Group's official website is sageviewadvisory.com and has social profiles on LinkedIn.

What is SageView Advisory Group's NAICS code?

SageView Advisory Group's NAICS code is 52 - Finance and Insurance.

How many employees does SageView Advisory Group have currently?

As of December 2025, SageView Advisory Group has approximately 259 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: A. B.Chief Growth Officer: S. G.Chief Financial Officer: C. W.. Explore SageView Advisory Group's employee directory with LeadIQ.

What industry does SageView Advisory Group belong to?

SageView Advisory Group operates in the Financial Services industry.

What technology does SageView Advisory Group use?

SageView Advisory Group's tech stack includes accessiBeeMoneyGoogle Hosted LibrariesLightboxMicrosoft WordBootstrapAdobe Creative SuiteAdobe Fonts.

What is SageView Advisory Group's email format?

SageView Advisory Group's email format typically follows the pattern of FLast@sageviewadvisory.com. Find more SageView Advisory Group email formats with LeadIQ.

When was SageView Advisory Group founded?

SageView Advisory Group was founded in 1989.

SageView Advisory Group

Q: How many employees does SageView Advisory Group have currently?

SageView Advisory Group has approximately 259 employees.

Q: What technology does SageView Advisory Group use?

SageView Advisory Group's tech stack includes Cloudflare, Amazon S3, HSTS, Amazon Web Services, Drupal.

Financial ServicesCalifornia, United States201-500 Employees

SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $210 billion in assets, representing more than 1,700 institutions and over 4,000 households.

Securities offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through CETERA INVESTMENT ADVISERS LLC. Advisory services also offered through SAGEVIEW ADVISORY GROUP, LLC, Cetera is under separate ownership from any other named entity.
We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.