Insights

Strong Industry Reputation Segal Marco Advisors is a highly recognized player in the U.S. investment consulting market, evidenced by recent prestigious awards such as the 2024 Greenwich Quality Leader, which can be leveraged to build trust and credibility with prospective clients.

Large Client Base With over 400 clients and advisory assets exceeding 500 billion dollars, the firm demonstrates significant market penetration, indicating potential opportunities to introduce tailored solutions that align with their extensive portfolio needs.

Technology Integration The firm utilizes advanced tools and cloud-based technologies including Microsoft Azure and Bloomberg, suggesting a readiness to adopt innovative technology solutions that can improve operational efficiency and client reporting.

Expanding Expertise The recent acquisition of Marco Consulting Group enhances Segal Marco’s service offerings and operational capacity, presenting an opportunity to cross-sell sophisticated consulting services and customized investment strategies.

Market Focus Segal Marco’s specialization in retirement plan guidance and complex investment landscapes indicates a strong potential demand for specialized asset management solutions and compliance services tailored for large institutional clients.

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

Where is Segal Rogerscasey's headquarters located?

Minus sign iconPlus sign icon
Segal Rogerscasey'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 Rogerscasey's phone number?

Minus sign iconPlus sign icon
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?

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

How much revenue does Segal Rogerscasey generate?

Minus sign iconPlus sign icon
As of February 2026, Segal Rogerscasey's annual revenue is estimated to be $153M.

What is Segal Rogerscasey's SIC code NAICS code?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
As of February 2026, Segal Rogerscasey has approximately 42 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?

Minus sign iconPlus sign icon
Segal Rogerscasey operates in the Financial Services industry.

What technology does Segal Rogerscasey use?

Minus sign iconPlus sign icon
Segal Rogerscasey's tech stack includes BloombergjsDelivrImperva IncapsulaCerosModernizrAzure Edge NetworkMicrosoft AzureBootstrap.

What is Segal Rogerscasey's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Segal Rogerscasey was founded in 1969.

Segal Rogerscasey

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
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
11-50

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.