Insights

Established Industry Presence Segal Marco Advisors is a leading U.S.-based investment consultancy with over 400 clients and advisory assets exceeding 500 billion dollars, demonstrating strong market credibility and a substantial client base that can be expanded further.

Recent Recognition The firm recently received the 2024 Greenwich Quality Leader award for overall U.S. investment consulting in the large firm category, highlighting its reputation for excellence and potential for marketing premium services to high-quality organizations.

Strategic Acquisition The acquisition of Marco Consulting Group signifies a strategic move to strengthen capabilities and grow market share, presenting opportunities for cross-selling and expanding service offerings to existing client networks.

Technology Adoption Utilization of advanced technology platforms such as Microsoft Azure, Bloomberg, and modern web tools indicates a tech-forward approach, making the firm well-positioned to provide innovative solutions and attract clients seeking cutting-edge investment strategies.

Market Focus & Growth Serving predominantly institutional clients with assets over half a trillion dollars, Segal Marco has room to target mid-sized organizations and other institutional investors, simplifying complex investment concerns and fostering new client acquisition.

Segal Rogerscasey Tech Stack

Segal Rogerscasey uses 8 technology products and services including Bloomberg, jsDelivr, Imperva Incapsula, and more. Explore Segal Rogerscasey's tech stack below.

  • Bloomberg
    Accounting And Finance
  • jsDelivr
    Content Delivery Network
  • Imperva Incapsula
    Content Delivery Network
  • Ceros
    Content Management System
  • Modernizr
    Javascript Libraries
  • Azure Edge Network
    Miscellaneous
  • Microsoft Azure
    Platform As A Service
  • Bootstrap
    UI Frameworks

Segal Rogerscasey's Email Address Formats

Segal Rogerscasey uses at least 2 format(s):
Segal Rogerscasey 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

What is Segal Rogerscasey's phone number?

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You can contact Segal Rogerscasey'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 Rogerscasey's official website and social media links?

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Segal Rogerscasey's official website is segalmarco.com and has social profiles on LinkedIn.

How much revenue does Segal Rogerscasey generate?

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As of December 2025, Segal Rogerscasey's annual revenue is estimated to be $153M.

What is Segal Rogerscasey's SIC code NAICS code?

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Segal Rogerscasey's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Segal Rogerscasey have currently?

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As of December 2025, Segal Rogerscasey has approximately 51 employees across 2 continents, including North AmericaSouth America. Key team members include Vice President, Director Human Resources: M. S.Senior Vice President: F. P.Senior Vice President, Investment Research: J. R.. Explore Segal Rogerscasey's employee directory with LeadIQ.

What industry does Segal Rogerscasey belong to?

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Segal Rogerscasey operates in the Financial Services industry.

What technology does Segal Rogerscasey use?

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Segal Rogerscasey's tech stack includes BloombergjsDelivrImperva IncapsulaCerosModernizrAzure Edge NetworkMicrosoft AzureBootstrap.

What is Segal Rogerscasey's email format?

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Segal Rogerscasey's email format typically follows the pattern of FLast@segalrc.com. Find more Segal Rogerscasey email formats with LeadIQ.

When was Segal Rogerscasey founded?

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Segal Rogerscasey was founded in 1969.

Segal Rogerscasey

Financial ServicesNew York, United States51-200 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

Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
51-200

Section iconFunding & Financials

  • $10M$25M

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

Section iconFunding & Financials

  • $10M$25M

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

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