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Expansive client base Segal Marco Advisors serves over 450 clients with combined advisory assets exceeding $600 billion. This presents an extensive network for potential sales opportunities and partnership engagements.

Recognized industry expertise Being one of the largest U.S.-based investment consultancies, Segal Marco Advisors received the 2024 Greenwich Quality Leader award for Overall U.S. Investment Consulting in the Large Consultants category. This recognition can be leveraged to showcase expertise and credibility to attract new clients.

Partnerships with reputable organizations The partnership with Texas Presbyterian Foundation demonstrates a history of collaboration with respected institutions. Leveraging these relationships can open doors to new sales opportunities within similar organizations or industries.

Advanced technology stack With a tech stack including tools like LinkedIn Ads, Google Tag Manager, and others, Segal Marco Advisors showcases a commitment to staying technologically advanced. This can be highlighted in pitches to tech-savvy clients seeking innovative investment solutions.

Substantial revenue potential With revenue estimated between $100 million to $1 billion, Segal Marco Advisors represents a lucrative prospect for partnerships or services that can drive additional revenue streams. Targeting high-value service offerings can capitalize on this financial strength.

Similar companies to Segal Marco Advisors

Segal Marco Advisors Tech Stack

Segal Marco Advisors uses 8 technology products and services including Linkedin Ads, jsDelivr, Font Awesome, and more. Explore Segal Marco Advisors's tech stack below.

  • Linkedin Ads
    Advertising
  • jsDelivr
    Content Delivery Network
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Popper
    Miscellaneous
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks

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 333 West 34th St New York, NY 10001 US. 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 June 2024, Segal Marco Advisors's annual revenue reached $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 523930 - Investment Advice.

How many employees does Segal Marco Advisors have currently?

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As of June 2024, Segal Marco Advisors has approximately 94 employees across 2 continents, including North AmericaEurope. Key team members include Chief Investment Officer: T. B.Chief Investment Officer: S. C.Vice President - Head Of Hard Assets Research: L. M.. 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 Linkedin AdsjsDelivrFont AwesomejQueryPopperHSTSGoogle Tag ManagerBootstrap.

What is Segal Marco Advisors's email format?

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Segal Marco Advisors's email format typically follows the pattern of . 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

Segal Marco Advisors

Financial ServicesNew York, United States51-200 Employees

At Segal Marco Advisors our mission is to provide trusted advice that improves lives. It is more than just a slogan. It is the animating force for our business. 

As investing grows increasingly complex, plan sponsors need the guidance of an experienced consultant with proprietary research and cutting-edge tools to produce optimal results. SEC-registered Segal Marco is one of the largest U.S.-based investment consultancies, serving over 450 clients with combined advisory assets exceeding $600 billion . Our senior professionals average 25 years of experience. Our expertise, research and technology help clients build sound investment programs that will give participants dignity and comfort in retirement.

Organizations place their trust in us to help them navigate complex and difficult issues. They depend on us to help them make sound decisions that have an impact on millions of lives. 

Segal Marco Advisors is a member of privately owned The Segal Group, which also includes Segal consulting and Segal Benz. We have more than 1,000 professionals throughout the U.S. and Canada. 

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 human resources department will be in touch to arrange an interview, which will not be conducted via chat, messages or job boards. We kindly request that you not use the “contact” form on our website to inquire about your application.

Section iconCompany Overview

Headquarters
333 West 34th St New York, NY 10001 US
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
523930 - Investment Advice
Founded
1969
Employees
51-200

Section iconFunding & Financials

  • $100M$1B

    Segal Marco Advisors's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Segal Marco Advisors's revenue is in the range of $100M$1B

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