Insights

Market Leadership Segal Marco Advisors is one of the largest U.S.-based investment consultancies serving over 400 clients with advisory assets exceeding $500 billion, indicating significant market presence and potential opportunities to deepen relationships with large institutional clients.

Recent Growth The company's recent acquisition of Marco Consulting Group and recognition as a Greenwich Quality Leader demonstrate active expansion and industry credibility, making it a strategic partner for firms seeking established and award-winning consulting services.

Technology Utilization Utilizing advanced tech stacks like Bloomberg, Azure, and Google Tag Manager, Segal Marco emphasizes innovative solutions in investment consulting, presenting opportunities to offer complementary technology integrations or enhancements.

Industry Recognition Receiving awards such as the 2024 Greenwich Quality Leader underscores Segal Marco's reputation for quality and excellence, enabling sales outreach focused on high-level decision-makers valuing proven industry leaders.

Target Client Opportunities With a client base exceeding 400 with large assets under management, there are potential avenues to provide tailored services for large plan sponsors, foundations, or endowments seeking sophisticated, research-driven investment advice.

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 2 format(s):
Segal Marco Advisors Email FormatsExamplePercentage
FLast@segalrc.comJDoe@segalrc.com
96%
Last@segalrc.comDoe@segalrc.com
3%
First.Last@segalrc.comJohn.Doe@segalrc.com
1%
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 Street New York, New York 10001 United States. The company has employees across 2 continents, including North AmericaSouth America.

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 April 2026, Segal Marco Advisors has approximately 42 employees across 2 continents, including North AmericaSouth America. Key team members include Senior Vice President: F. P.Senior Vice President, Investment Research: J. R.Senior Vice President And Principal - Advisor Solutions Practice Leader: D. S.. 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@segalrc.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 States11-50 Employees

We are pleased to announce that on January 3, Segal Rogerscasey completed the acquisition of Marco Consulting Group. The combined firm is now operating as Segal Marco Advisors.

The global investment landscape grows more and more complex every day. Plan sponsors need the guidance of an experienced consultant with proprietary research and cutting-edge tools to produce optimal results.

Segal Marco is one of the largest U.S.-based investment consultancies, serving over 400 clients with combined advisory assets exceeding $500 billion. Our expertise, research and technology help clients build a sound investment program that will give their plan participants dignity and comfort in retirement. Our senior professionals average 25 years of experience, and our teams are skilled in assuming new accounts efficiently to ease the transition for plan sponsors.

The firm is registered with the Securities & Exchange Commission as an investment adviser under the Investment Advisors Act of 1940.

Section iconCompany Overview

Headquarters
333 West 34th Street New York, New York 10001 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Segal Marco Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Segal Marco Advisors's revenue is estimated to be in the range of $10M$25M

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