Insights

Reputable Industry Presence Segal Marco Advisors is a well-established leader in the US investment consulting industry, serving over 450 institutional clients with assets exceeding 600 billion dollars, highlighting a strong potential client base for expanding service offerings.

Recognition & Awards Recent accolades like the 2024 Greenwich Quality Leader award underscore the firm’s high-quality standards and industry recognition, providing a compelling narrative to attract prospective clients seeking trusted consulting services.

Leadership Transition Upcoming leadership changes with new Co-Presidents from July 2026 suggest opportunities to introduce bespoke strategic solutions aligned with the firm’s growth ambitions and organizational evolution.

Technological Edge Utilization of advanced technology stacks such as Bloomberg, Microsoft Outlook, and Azure indicates openness to innovative solutions, presenting opportunities to offer tailored tech integrations or cybersecurity services.

Growth & Expansion The recent appointment of new leadership and recognized industry standing point to ongoing expansion efforts, making this an opportune moment to approach for partnership or consultancy to support their strategic initiatives.

Segal Marco Advisors Tech Stack

Segal Marco Advisors uses 8 technology products and services including Bloomberg, OneTrust, Microsoft Outlook, and more. Explore Segal Marco Advisors's tech stack below.

  • Bloomberg
    Accounting And Finance
  • OneTrust
    Cookie Compliance
  • Microsoft Outlook
    Email
  • Modernizr
    Javascript Libraries
  • Azure Edge Network
    Miscellaneous
  • GlobalSign
    System Security Services
  • 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 New York, New York 10001 United States. 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.

What is Segal Marco Advisors's NAICS code?

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Segal Marco Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Segal Marco Advisors have currently?

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As of May 2026, Segal Marco Advisors has approximately 96 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: J. D.Vice President - Head Of Hard Assets Research: L. M.Vice President & Senior Consultant: V. V. G.. 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 BloombergOneTrustMicrosoft OutlookModernizrAzure Edge NetworkGlobalSignGoogle 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

Segal Marco Advisors is one of the largest, SEC-registered, employee-owned investment consulting firms in the US, in business for more than 55 years. We deliver trusted advice to more than 450 institutional investors, including multiemployer benefit funds, state and local governments, corporations, nonprofit organizations, endowments and foundations. Our combined advisory assets exceed $600 billion.

Organizations place their trust in us to help them make sound decisions that have an impact on millions of lives. Our senior professionals have guided clients through all market conditions. Their expertise, augmented by our proprietary research and cutting-edge technology, gives clients the information they need when working to achieve their investment goals.

We offer a comprehensive suite of services, including investment consulting, Outsourced Chief Investment Officer, asset-liability modeling, manager selection, portfolio analysis, and specialized corporate governance solutions, such as proxy voting.

Our values-driven approach to consulting, rigorous quality control and strong cybersecurity practices have earned us longstanding client relationships.

Segal Marco Advisors is part of the Segal family of companies, which includes Segal, an HR and benefits consulting firm, and Segal Benz, which provides communications consulting services.

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 HR department will be in touch to arrange an interview, which will not be conducted via chat, messages or job boards.

Section iconCompany Overview

Headquarters
66 Hudson Boulevard East 20th Floor New York, New York 10001 United States
Phone number
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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