Insights

Strong Industry Recognition Segal Marco Advisors has recently received the prestigious Greenwich Quality Leader award for Overall U.S. Investment Consulting in the Large Consultants category, highlighting its reputation and credibility in the investment consulting space, which can be leveraged to attract new high-profile clients.

Expanding Client Base With over 450 clients and advisory assets exceeding 600 billion dollars, Segal Marco presents significant opportunities to expand engagement with large institutional organizations seeking sophisticated investment solutions.

Focus on Retirement Solutions The company's expertise in navigating complex retirement investment programs creates potential for partnerships with organizations looking to enhance their retirement planning services for employees and beneficiaries, especially in a growing financial advisory market.

Technology-Driven Approach Utilizing advanced tools and proprietary research, Segal Marco can position itself as a leader in providing technology-enabled investment advisory services, appealing to organizations seeking innovative and data-driven investment strategies.

Stable Revenue Base With a solid revenue range estimated between 100 and 250 million dollars, Segal Marco offers a stable platform for upselling additional consulting, technology solutions, or expanded advisory services to existing clients or new prospects seeking reliable financial expertise.

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. 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 December 2025, 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 December 2025, Segal Marco Advisors has approximately 95 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

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
66 Hudson Boulevard East, 20th Floor
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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